As a skilled freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will delve into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Streak Crm Contact for your consumer relations cooperation interaction and far more so let’s enter into it first of all you require to go to streak.com and you will land on this site 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 really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total newbie it will assist you personalize a best process for your team and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally complimentary so when you get to the site you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be included okay 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 simply sign 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 gain access to and we’re gon na merely scroll down and click permit after including 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 then 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 brand-new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually 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 choose these phases for your pipeline and you can really we have actually a lead called 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 e-mail last e-mail from lead Source top priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will offer your phase a name let’s state that you in fact wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really select various colors for each of the stages but I think all of these are in fact currently created so this is really quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demonstration here and then 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 various fields that you want so you will click this plus here and we have complimentary type a date check box fall General email e-mail tracking task 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 really missing and I’ll actually rearrange and put the notes here alright e-mail thread count close date okay business’s size deal size and Business size all right let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually created by date produced fans and more so I in fact want to choose the created.
by or perhaps the fans since I wish to monitor my employee that are really following this so I will you understand 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 great deal of alternatives readily available within streak is really one of the easiest and among the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my task again if I didn’t wish to opt for these sales if I did with tasks then I can opt for the job phases right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise offer it different different colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming designated working on resolved and sound this is really pretty good and we likewise have customized where I can in fact 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 develop private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click create now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can really click on this drop down and we have handle stage or rename so as I continue 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 on the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on enter so now you can see we have one lead developed 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 new I’m going to include another lead let’s call it new 2 we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now as soon as you develop a lead we can really 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 keep in mind and after that we have welcome teammates so from here I can welcome the team members we have include columns we have e-mails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even upload 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.
attachments so this is how you create a lead within your as soon as you’re finished 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 collected 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 carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is among the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine 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 e-mails here and we have active advises so utilizing is truly easy you can get going free of charge by simply including the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As a freelance reporter, I have actually dealt with various clients, managed multiple tasks all at once, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my mission for an option, I checked out different platforms but found them to be either too intricate or too pricey 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 perfectly integrates with Gmail, making it perfect for independent reporters who heavily count on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails easily, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to monitor the development and handle of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, create custom stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with employee within the platform.
You can assign tasks, share important e-mails, and collaborate in real-time, boosting productivity and making sure everyone stays on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create design templates for typical email actions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application development. Here’s how:.
provides a robust API and substantial designer documentation, making it simple to integrate with other tools and construct customized solutions.
This versatility permits self-employed reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to implementation.
You can produce custom-made phases for different development phases, designate tasks to team members, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, lessening the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more affordable solution, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more thorough suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and customer relationships is vital to your success. offers a instinctive and affordable option that effortlessly integrates with Gmail, allowing you to streamline 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 a perfect choice for freelance reporters.
Whether you’re a author, editor, or content creator, 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.