As a seasoned freelance reporter, I understand the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be revealing you how to use Adding New User Crm Streak for your consumer relations collaboration interaction and much more so let’s enter it first of all you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete novice it will help you personalize an ideal process for your group and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s totally free so once you get to the site you’ll get this option here which is add 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 on contribute to Chrome click on ADD extension and your extension will be included okay it’s done and now it is contributing to Gmail and it will take me directly 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 check in make certain to sign.
into the very 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 basic you understand folders we are getting just recently viewed all tracked emails and updated reply and then we have this new alternative 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 resembles our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead called pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will give your phase a name let’s say that you actually wanted to create another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select different colors for each of the stages but I think all of these are actually already created so this is in fact quite outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and then we have working out with negotiating I can go with 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 on this plus here and we have complimentary kind a date check box drop down General e-mail e-mail tracking job calls and meetings 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 actually missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date all right company’s size deal size and Company size alright let’s get rid of the business size and I’m gon na really discover something else within the general where we have actually developed by date produced followers and more so I actually wish to choose the created.
by or perhaps the followers since I wish to monitor my staff member that are in fact following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives offered within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my project once again if I didn’t wish to go for these sales if I finished with tasks then I can opt for the task phases right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it various different colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others realty assistance and customized So within our support you can see we have incoming assigned working on resolved and sound this is in fact pretty good and we likewise have custom where I can actually start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can actually click on this drop down and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click 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 simply call it brand-new and click get in so now you can see we have actually one lead created let’s say 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 include another lead let’s call it brand-new 2 we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click brand-new now as soon as you produce 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 produced and we have all of these different columns we have the fields that we developed remember and then we have welcome colleagues so from here I can welcome the employee 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 publish files and then we have the remarks at the top here once again we have the call log we have our conference 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 actually click get in and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can actually produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is truly simple you can begin totally free by just adding the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As an independent journalist, I have actually dealt with many clients, handled multiple projects at the same time, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for an option, I explored numerous platforms but discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who greatly count on email communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it easy to keep track of the development and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to project conclusion.
You can classify contacts, create custom stages, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates collaboration by allowing you to share pipelines and interact with team members within the platform.
You can assign jobs, share important e-mails, and collaborate in real-time, improving performance and making sure everybody stays on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop design templates for common email reactions, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software development. Here’s how:.
provides a robust API and substantial designer documents, making it simple to integrate with other tools and build customized options.
This versatility enables freelance journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to handle software advancement jobs, from ideation to deployment.
You can create customized stages for various advancement stages, assign jobs to employee, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, lessening the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget friendly option, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
As an independent reporter, managing your hiring procedure and customer relationships is vital to your success. offers a intuitive and affordable solution that effortlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.