As an experienced freelance reporter, I comprehend the difficulties of managing projects, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of utilizing 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 utilize for newbies hey guys invite back in this video I will be revealing you how to use Streak Certification Crm for your client relations collaboration interaction and a lot 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 actually incredible and I’ll reveal you how to do that as a complete newbie it will assist you tailor a perfect process for your group and you will have the ability to get your work done now let’s in fact get into the process now is offered as an extension and it’s totally totally free so when you get to the website 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 add to Chrome click on 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 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 check in make certain to sign.
into the very 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 simply scroll down and click on enable 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 viewed all tracked emails and upgraded reply and after that we have this brand-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 combines so you can see this is like our new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various options to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size business size close rate e-mail thread count days and state and notes 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 in fact wished to create another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact pick different colors for each of the stages but I believe all of these are really currently created so this is in fact quite impressive what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and then we have working out with negotiating I can go with like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have complimentary form a date check box fall General email e-mail tracking job calls and meetings so I do not see anything for the course and conferences 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 in fact missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date fine business’s size deal size and Company size fine let’s eliminate the business size and I’m gon na really discover something else within the basic where we have produced by date produced fans and more so I actually want to go for the developed.
by or maybe the followers since I want to keep track of my staff member that are in fact following this so I will you understand 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 options available within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t want to choose these sales if I finished with projects then I can go with the project phases right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also provide it various different colors we also have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others realty support and custom-made So within our support you can see we have inbound appointed working on resolved and noise this is actually respectable and we also have customized where I can in fact start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to develop 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 really click this drop down and we have manage phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability 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 section here and let’s just call it brand-new and click enter so now you can see we have actually one lead produced let’s state 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 actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just simply click on new now as soon as you produce a lead we can in fact click on this link and it will now open up the different fields that we added so this is a brand-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 teammates so from here I can invite the staff member we have add columns we have emails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and after that 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.
accessories so this is how you develop a lead within your once you’re done with this you can in fact click on enter and it will be closed now it will show 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 pick 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 three dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what happens is I can in fact produce a follow-up emails and various storage emails here and we have active instructs so utilizing is really easy you can begin for free by simply including the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I’ve worked with numerous clients, handled numerous tasks at the same time, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a solution, I checked out different platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for independent reporters who greatly rely on email interaction. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to job conclusion.
You can classify contacts, develop customized phases, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
helps with partnership by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share important emails, and work together in real-time, enhancing performance and ensuring everyone stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop templates for typical email actions, schedule follow-ups, and established tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to integrate with other tools and develop custom services.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to deployment.
You can produce custom-made phases for various advancement stages, designate jobs to employee, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, minimizing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget friendly service, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring process and client relationships is critical to your success. deals a budget friendly and instinctive service that flawlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.