As a seasoned freelance reporter, I understand the difficulties of handling jobs. Price Streak Crm …tracking leads, and supporting client relationships. Throughout the years, I’ve experimented with numerous tools to simplify my workflow and enhance performance. One tool that has genuinely reinvented my hiring process. In this article, I will look into the advantages of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use Price Streak Crm for your consumer relations cooperation communication and far more so let’s enter it first off you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete beginner it will help you customize a perfect process 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 entirely complimentary so when you get to the website you’ll get this alternative here which is add 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 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 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 check in make sure 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 merely scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and updated 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 new dashboard 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 develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail 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 include another stage you will click on this Plus on top and you will give your stage a name let’s say that you actually wished to create another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact select different colors for each of the stages however I believe all of these are really already developed so this is in fact pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo here and after that we have negotiating 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 on this plus here and we have complimentary kind a date check box fall General e-mail e-mail 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 go with this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here okay email thread count close date okay business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na actually discover something else within the general where we have actually developed by date produced followers and more so I really want to choose the produced.
by or maybe the followers since I wish to keep an eye on my team members 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 desired for my pipeline now you can see there are a lot of alternatives available within streak is really among the simplest and one of the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my task once again if I didn’t wish to opt for these sales if I did with projects then I can choose the project stages right here and once 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 provide it various different colors we also have business 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 financier fundraising others realty assistance and custom So within our support you can see we have actually incoming designated dealing with solved and noise this is really pretty good and we likewise have customized where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na go with the sales here and click on produce private 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 create now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click this fall and we have manage stage or relabel so as I continue as I include 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 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 get in so now you can see we have actually one lead created let’s state that there is really 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 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a contacted too there’s one negotiating so I’ll just merely click new now as soon as you create a lead we can in fact 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 various columns we have the fields that we produced remember and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re finished with this you can really click on go into 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 gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail really easily from here and it will also show me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine email and with combine email what happens is I can really develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually simple you can get started free of charge by simply adding the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a freelance reporter, I’ve worked with numerous clients, handled numerous tasks simultaneously, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for a solution, I explored numerous platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who greatly depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to handle and keep an eye on the development of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to project completion.
You can categorize contacts, produce customized phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
assists in cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share essential emails, and work together in real-time, improving performance and guaranteeing everybody remains on the very same page.
Customizable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring jobs.
You can develop templates for typical email responses, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and extensive designer documents, making it simple to incorporate with other tools and develop custom-made services.
This versatility permits self-employed reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to implementation.
You can create custom-made phases for different development phases, assign jobs to staff member, and track development effectively.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
offers a more economical solution, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Combination:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
Conclusion:.
As an independent reporter, handling your hiring procedure and client relationships is vital to your success. deals a user-friendly and affordable solution that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.