As an experienced freelance reporter, I comprehend the obstacles of managing projects, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide 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 Crm And Sales Starter Kit for your customer relations cooperation interaction and much more so let’s enter it first of all you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center 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 complete beginner it will help you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s entirely totally free so when you get to the website you’ll get this option 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 add to Chrome click ADD extension and your extension will be included 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 merely sign in make certain to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this 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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have different options first off we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will provide your phase a name let’s say that you in fact wished to develop another um you understand phase here for example 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 in fact already created so this is really quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating with negotiating I can choose 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 different fields that you want so you will click this plus here and we have totally free kind a date check box drop down General email e-mail tracking task calls and meetings 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 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 fine company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na really find something else within the basic where we have actually developed by date produced fans and more so I really want to opt for the developed.
by or possibly the fans because I wish to track my staff member that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of choices available within streak is really among the simplest and among the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my job once again if I didn’t wish to go for these sales if I made with projects then I can go with the task 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 also offer it different various colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others realty assistance and custom So within our assistance you can see we have actually incoming designated dealing with dealt with and sound this is in fact pretty good and we also have custom-made where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na choose the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have manage 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 add it click on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on go into so now you can see we have actually one lead created let’s say 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 add another lead let’s call it new two 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 state there was a called too there’s one working out so I’ll just merely click new now when you create a lead we can in fact click on this link and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have invite teammates so from here I can invite the employee we have add columns we have emails files and comments you can change 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 comments 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 produce a lead within your once you’re done with this you can really click get in 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 contacted 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 too uh another thing with srix on top you will have the ability 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 be able to really integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our simple Gmail really quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can in fact develop a follow-up emails and different storage emails here and we have active instructs so utilizing is truly easy you can get started free of charge by simply including the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I’ve dealt with numerous customers, handled multiple jobs all at once, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my mission for a service, I explored numerous platforms but found them to be either too expensive or too intricate 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 perfect for independent journalists who heavily depend on email communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, giving you a clear summary of your communications with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to keep track of the progress and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from list building to task completion.
You can categorize contacts, produce customized phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, enhancing performance and ensuring everybody remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce design templates for common email reactions, schedule follow-ups, and set up pointers, conserving you important 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 development. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and construct customized services.
This flexibility enables independent reporters with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement tasks, from ideation to release.
You can create customized phases for various advancement phases, designate tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly features, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As a self-employed journalist, managing your hiring process and client relationships is vital to your success. offers a budget friendly and instinctive option that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.