As an experienced freelance reporter, I understand the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm Capabilities for your customer relations partnership communication and a lot more so let’s get into it to start with you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete novice it will help you tailor a perfect process for your group and you will be able to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely totally free so as soon as you get to the website 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 ADD extension and your extension will be added okay it’s done and now it is contributing 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 sign in ensure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this 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 control panel for here I’ll have the ability to create 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 new pipeline let’s really do that you will click brand-new pipeline here and we have different choices first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will offer your stage a name let’s state that you really wanted to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really select various colors for each of the stages but I believe all of these are actually currently produced so this is actually quite impressive what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are sort of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and after that we have working out 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 various fields that you want so you will click on this plus here and we have totally free form a date check box drop down General email e-mail tracking task calls and conferences 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 choose this one here this is the field that was actually missing and I’ll really reorganize and put the notes here okay e-mail thread count close date all right company’s size deal size and Company size alright let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually developed by date created fans and more so I in fact wish to go for the produced.
by or perhaps the followers since I want to track my staff member that are in fact following this so I will you know 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 lot of options available within streak is actually one of the most convenient and among the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my task again if I didn’t want to choose these sales if I made with tasks then I can opt for the project phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also offer it different different colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others property assistance and customized So within our support you can see we have actually incoming designated dealing with dealt with and noise this is actually pretty good and we likewise have customized where I can in fact start something from the scratch totally according to my organization for me we just have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can in fact click on this drop down and we have handle stage or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here include a box so click 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 enter so now you can see we have actually one lead developed 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 brand-new I’m going to add another lead let’s call it new two we can in fact 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 2 leads then let’s state there was a called too there’s one negotiating so I’ll just simply click on new now when you develop a lead we can really click on this link and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome the team members we have add 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 upload 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.
attachments so this is how you produce a lead within your once you’re done with this you can really click on get in and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine e-mail and with combine email what occurs is I can in fact develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really easy you can start totally free by just adding the integration and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I’ve worked with many clients, handled multiple projects simultaneously, and preserved an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for a solution, I checked out numerous platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who greatly count on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to monitor the development and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from list building to task conclusion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share crucial e-mails, and collaborate in real-time, enhancing productivity and ensuring everybody stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can produce templates for typical e-mail actions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
provides a robust API and substantial developer paperwork, making it simple to integrate with other tools and build custom solutions.
This versatility enables self-employed reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to implementation.
You can create custom-made phases for various advancement stages, appoint tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more inexpensive service, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is paramount to your success. offers a economical and user-friendly solution that seamlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, editor, or author creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.