As a seasoned freelance reporter, I understand the difficulties of handling projects, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits 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 beginners hey guys welcome back in this video I will be showing you how to utilize Import To Streak Crm for your customer relations partnership communication and far more so let’s get into it firstly you require to go to streak.com and you will arrive 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 actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total novice it will assist you customize an ideal process for your team and you will have the ability to get your work done now let’s really get into the procedure now is offered as an extension and it’s entirely totally free so when you get to the website you’ll get this alternative here which is add 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 on add to Chrome click ADD extension and your extension will be included alright 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 sure to sign.
into the exact same Gmail that you have added 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 permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and upgraded reply and then 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 combines so you can see this resembles our new dashboard for here I’ll have the ability to develop a 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 actually do that you will click on brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demo working out 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 deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will provide your phase a name let’s say that you really wanted to create another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide 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 really pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are sort of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and after that we have working out 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 type a date check box drop down General email email tracking task 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 choose this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here all right email thread count close date fine business’s size offer size and Business size okay let’s eliminate the business size and I’m gon na actually find something else within the general where we have actually produced by date developed fans and more so I really want to choose the developed.
by or possibly the fans since I want to keep an eye on my employee that are really following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is in fact among the easiest and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my job again if I didn’t wish to go for these sales if I finished with jobs then I can go with the project stages right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it various different colors we likewise have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages task search investor fundraising others realty assistance and custom So within our support you can see we have actually inbound designated dealing with dealt with and noise this is in fact respectable and we likewise have custom-made where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create now it will simply take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can in fact click on this fall and we have handle phase or relabel so as I proceed as I add different 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 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 new and click get in so now you can see we have actually one lead developed 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 new I’m going to include another lead let’s call it new two we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just simply click on brand-new now when you create a lead we can in fact click here and it will now open up the different 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 after that we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and comments you can switch to the emails 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 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 as soon as you’re done with this you can actually click go into 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 choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with combine email what occurs is I can actually develop a follow-up emails and various storage emails here and we have active advises so using is actually simple you can start free of charge by simply adding the integration and now you know how to utilize as a total newbie do not.
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 an independent reporter, I’ve dealt with numerous customers, handled numerous tasks concurrently, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for an option, I explored various platforms however discovered them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for independent reporters who greatly rely on e-mail communication. Here are some essential advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, offering you a clear summary of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from lead generation to project completion.
You can classify contacts, create custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
helps with collaboration by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial e-mails, and team up in real-time, boosting performance and guaranteeing everyone remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial developer documentation, making it easy to incorporate with other tools and construct custom-made solutions.
This versatility allows independent reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to release.
You can develop customized stages for various advancement phases, designate tasks to employee, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Affordable solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more affordable service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is paramount to your success. offers a affordable and user-friendly option that flawlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.