As a seasoned freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and supporting customer relationships. In this short article, I will dig into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to use Streak Crm Form Submissions for your client relations cooperation communication and far more so let’s get into it firstly you need to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total beginner it will assist you personalize an ideal process for your team and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s totally free so when you get to the website you’ll get this option here which is contribute 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 added fine 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 simply check in ensure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails 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 hiring so this is where we’ll go develop a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options firstly 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 demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size company size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will give your phase a name let’s say that you in fact wanted to produce another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually choose different colors for each of the stages however I believe all of these are in fact currently developed so this is in fact pretty impressive what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are sort 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 actually let’s eliminate the demo 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 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 email 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 choose this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here alright email thread count close date fine business’s size deal size and Company size alright let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have created by date developed fans and more so I actually want to go for the produced.
by or possibly the followers because I wish to keep track of my employee that are in fact 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 lot of choices offered within streak is in fact one of the easiest and among the most uh you know 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 want to choose these sales if I did with jobs then I can choose the job stages right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also give it various various colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your phases job search financier fundraising others real estate support and custom So within our assistance you can see we have actually incoming designated working on solved and sound this is in fact respectable and we also have custom-made where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click this fall and we have handle phase or relabel so as I proceed as I include 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 include a box so click on 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 get in so now you can see we have one lead developed let’s state 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 really open this up in a new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on brand-new now when you develop a lead we can actually 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 produced and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can welcome the team members we have add columns we have emails files and comments you can change to the e-mails 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 once again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re made 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 data gathered here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform 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 choice we have these three dots where we can discover these stages Combinations and automation this is among the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail extremely easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what happens is I can in fact develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can start for free by just including the integration and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve worked with various clients, managed multiple jobs simultaneously, and preserved a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my mission for a service, I explored numerous platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed reporters who greatly count on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails easily, providing you a clear overview of your communications with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to handle and monitor the development of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from list building to job completion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share crucial emails, and team up in real-time, boosting productivity and ensuring everyone stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and construct customized solutions.
This versatility permits independent reporters with coding abilities to extend the functionality of and customize it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adapted to manage software application advancement projects, from ideation to deployment.
You can produce customized stages for different advancement stages, designate tasks to team members, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, decreasing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable solution, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring process and client relationships is vital to your success. deals a user-friendly and economical service that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.