As an experienced freelance journalist, I understand the challenges of handling projects, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be revealing you how to utilize Streak Repairshopr Crm for your customer relations cooperation communication and a lot more so let’s enter into it to start with you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete newbie it will help you tailor an ideal procedure for your group and you will be able to get your work done now let’s really get into the procedure now is available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this alternative here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be added all right it’s done and now it is contributing to Gmail and it will take me straight to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll just sign in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this brand-new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s in fact do that you will click new pipeline here and we have different choices to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market offer size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you really wanted to produce another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact choose different colors for each of the stages but I think all of these are in fact already developed so this is actually quite remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the very same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and then we have negotiating with negotiating I can choose like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have totally free type a date check box drop down General e-mail email tracking job calls and conferences so I don’t see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here okay email thread count close date all right business’s size deal size and Business size fine let’s eliminate the business size and I’m gon na really discover something else within the general where we have created by date developed followers and more so I in fact wish to choose the created.
by or perhaps the followers since I wish to keep track of my staff member that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices available within streak is actually among the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my task once again if I didn’t wish to go for these sales if I finished with projects then I can go with the task stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise give it different different colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others realty assistance and customized So within our assistance you can see we have inbound designated working on resolved and sound this is actually respectable and we also have custom where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on create now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can in fact click on this fall and we have handle phase or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click go into so now you can see we have one lead produced let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new 2 we can really open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a contacted too there’s one working out so I’ll just simply click on brand-new now as soon as you create a lead we can really click on this link and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re finished with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail very easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the combine email and with combine email what takes place is I can actually create a follow-up emails and various storage emails here and we have active instructs so utilizing is actually simple you can begin for free by just including the integration and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I have actually worked with various clients, managed multiple jobs simultaneously, and preserved an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for an option, I checked out various platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who greatly depend on email interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, offering you a clear overview of your interactions with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it simple to handle and monitor the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from lead generation to project completion.
You can classify contacts, produce custom phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
facilitates cooperation by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share important emails, and work together in real-time, boosting efficiency and guaranteeing everyone remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application development. Here’s how:.
provides a robust API and extensive designer documentation, making it easy to incorporate with other tools and build customized options.
This versatility permits freelance journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software advancement projects, from ideation to implementation.
You can produce custom-made stages for various advancement stages, designate tasks to employee, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical solution, particularly for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email communication.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. deals a instinctive and cost effective service that flawlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.