As a seasoned freelance journalist, I understand the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to utilize Management Streak Crm for your customer relations partnership communication and much more so let’s enter into it first of all 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 Hub and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total novice it will assist you personalize an ideal procedure for your team 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 entirely free so when you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to select 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 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 sign in make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this brand-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 combines so you can see this is like our brand-new control panel for here I’ll be able to produce 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 brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various options first off we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will provide your stage a name let’s say that you really wished to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually select various colors for each of the stages however I believe all of these are really already produced so this is really pretty outstanding what I will do is I will actually 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 actually demo two what I’ll do is in fact let’s eliminate the demo here and after that we have working out with negotiating I can go with 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 totally free type a date check box drop down General e-mail email tracking task 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 really missing out on and I’ll actually rearrange and put the notes here alright e-mail thread count close date alright business’s size offer size and Business size all right let’s get rid of the company size and I’m gon na actually find something else within the basic where we have actually produced by date created followers and more so I actually wish to opt for the developed.
by or possibly the followers since I wish to keep an eye on my employee that are in fact 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 available within streak is actually one of the easiest and one of the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t want to opt for these sales if I did with projects then I can opt for the task phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also give it various different colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search investor fundraising others property assistance and customized So within our assistance you can see we have incoming designated working on solved and sound this is actually pretty good and we likewise have custom where I can in fact start something from the scratch totally according to my service for me we simply have the sales so I’m gon na choose the sales here and click develop private 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 just take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click on get in so now you can see we have one lead produced let’s say that there is in fact 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 include another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now as soon as you produce a lead we can really click here and it will now open the different fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can invite the employee we have add columns we have e-mails files and remarks 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 after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your once you’re done with this you can actually click go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 perform bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge email and with merge e-mail what takes place is I can actually create a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is really simple you can begin for free by simply including the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I’ve dealt with numerous customers, handled several jobs simultaneously, and kept a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my quest for a solution, I explored different platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance reporters who heavily rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, giving you a clear introduction of your communications with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from lead generation to task conclusion.
You can categorize contacts, develop customized stages, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share essential e-mails, and collaborate in real-time, boosting performance and making sure everybody stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can create templates for common email reactions, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to incorporate with other tools and develop custom-made services.
This flexibility permits independent reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to implementation.
You can produce custom stages for various advancement phases, assign tasks to staff member, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, decreasing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more economical option, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more thorough suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
As an independent journalist, managing your hiring process and customer relationships is critical to your success. offers a affordable and user-friendly option that perfectly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.