As a skilled freelance reporter, I understand the obstacles of managing jobs, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to use Best Streak Crm Marketing Features for your consumer relations cooperation communication and much more so let’s enter into it to start with you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete beginner it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s completely complimentary so once you get to the site you’ll get this alternative here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click ADD extension and your extension will be added all right it’s done and now it is adding 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 same Gmail that you have actually 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 adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this new option 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 have the ability to produce 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 create a new pipeline let’s really do that you will click new pipeline here and we have various options firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market offer size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will give your stage a name let’s say that you actually wanted to produce another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually choose various colors for each of the stages but I believe all of these are really currently created so this is actually pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration here and then we have negotiating with negotiating I can opt for like in progress or something and now you can see these are my stages then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click on this plus here and we have free kind a date check box fall General e-mail e-mail tracking job calls and conferences so I do not 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 opt for this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here all right email thread count close date alright business’s size offer size and Company size okay let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually produced by date developed fans and more so I actually wish to go for the produced.
by or maybe the followers since I want to track my employee that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options readily available within streak is actually among the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my job again if I didn’t want to go for these sales if I finished with jobs then I can go with the job stages right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also give it various different colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have actually incoming appointed dealing with dealt with and sound this is really pretty good and we also have customized where I can in fact start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click on 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 on create now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click this fall and we have manage stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have actually one lead developed let’s say that there is in fact 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 brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click on new now once you develop a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even upload files and then we have the remarks 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 done with this you can in fact click on enter and it will be closed now it will reveal you something like this we have all of our information gathered 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 various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is one of the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also 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 change to my different folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail really easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine email and with combine email what occurs is I can really produce a follow-up emails and various storage emails here and we have active instructs so utilizing is really simple you can get started for free by simply adding the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a self-employed reporter, I have actually worked with many customers, managed numerous projects all at once, and preserved an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a solution, I explored numerous platforms but discovered them to be either too intricate or too expensive 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 effortlessly integrates with Gmail, making it perfect for freelance reporters who greatly depend on email communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from list building to project conclusion.
You can classify contacts, develop custom phases, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with team members within the platform.
You can appoint jobs, share essential e-mails, and work together in real-time, boosting performance and making sure everybody remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can produce design templates for common e-mail responses, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software development. Here’s how:.
offers a robust API and substantial designer paperwork, making it simple to incorporate with other tools and build custom-made options.
This flexibility permits self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to implementation.
You can produce custom stages for different development phases, designate tasks to staff member, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, decreasing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
provides a more thorough suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail communication.
As a self-employed journalist, handling your hiring process and customer relationships is critical to your success. deals a user-friendly and economical option that effortlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.