As an experienced freelance journalist, I understand the obstacles of handling projects, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to utilize How To See Streak Crm Exploded View for your customer relations cooperation interaction and far more so let’s enter into it to start with you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total newbie it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this alternative 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 ADD extension and your extension will be added okay it’s done and now it is adding 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 merely sign in make certain to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and updated reply and after that we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new control panel for here I’ll have the ability to create 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 produce a new pipeline let’s really do that you will click brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead called pitched demo negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wanted to develop another um you understand stage here for instance 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 think all of these are in fact currently developed so this is really quite outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are type of like the same thing we just opt for 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 demo here and then we have working out with negotiating I can choose 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 this plus here and we have complimentary form a date check box drop down General email e-mail tracking task 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 actually reorganize and put the notes here alright e-mail thread count close date all right company’s size deal size and Company size all right let’s get rid of the business size and I’m gon na really find something else within the general where we have produced by date developed fans and more so I really wish to go for the created.
by or possibly the fans because I want to keep an eye on my employee that are really following this so I will you know 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 great deal of alternatives readily available within streak is actually one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my task again if I didn’t wish to choose these sales if I finished with tasks then I can choose the task stages right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also give it different various colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming designated working on solved and noise this is in fact respectable and we likewise have customized where I can actually start something from the scratch totally according to my service for me we just have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can really click on this drop down and we have handle stage or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have one lead produced let’s state that there is really closed one so I’m going to include 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 in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a contacted also there’s one negotiating so I’ll just merely click on new now once you produce a lead we can really click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and then we have welcome teammates so from here I can invite the team members we have add columns we have emails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even publish files and after that 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 create a lead within your once you’re made with this you can really click go into and it will be closed now it will reveal you something like this we have all of our information 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 deleting and sharing also uh one more thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail really quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine email and with combine email what takes place is I can really develop a follow-up emails and different storage emails here and we have active instructs so using is really simple you can get started totally free by just adding the combination and now you understand how to use 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 self-employed journalist, I’ve dealt with many clients, handled multiple jobs at the same time, and kept an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a service, I explored numerous platforms however discovered them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who heavily rely on email interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear overview of your interactions with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to monitor the progress and manage of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from list building to project completion.
You can classify contacts, create customized phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, boosting efficiency and guaranteeing everyone stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce templates for typical email reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to incorporate with other tools and build custom-made options.
This versatility allows independent journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software development tasks, from ideation to release.
You can develop custom phases for various development stages, assign jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly functions, minimizing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget-friendly solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email communication.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. offers a budget-friendly and intuitive solution that seamlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, 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 impact of Streak CRM in your freelance journalism endeavors.