As a skilled freelance journalist, I understand the obstacles of handling tasks. Streak Crm Platform …tracking leads, and nurturing client relationships. For many years, I’ve experimented with numerous tools to streamline my workflow and improve efficiency. One tool that has actually really revolutionized my hiring process. In this post, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to use Streak Crm Platform for your customer relations partnership communication and far more so let’s enter it first of all you need to go to streak.com and you will arrive on this site right here now is a sort 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 truly incredible and I’ll show you how to do that as a total beginner it will help you personalize a perfect process for your group and you will be able to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s completely complimentary so once 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 on contribute to Chrome click on ADD extension and your extension will be added all right it’s done and now it is contributing 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 sign in make sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this new alternative 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 resembles our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various options firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead called 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 top priority market deal size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will offer your stage a name let’s say that you actually wanted to create another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select different colors for each of the stages but I believe all of these are actually already developed so this is in fact quite outstanding 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 kind of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate 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 different fields that you want so you will click this plus here and we have free type a date check box drop down General email e-mail tracking task calls and meetings so I don’t 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 go with this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date fine business’s size deal size and Business size okay let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually produced by date produced followers and more so I really want to opt for the produced.
by or perhaps the fans since I wish to keep an eye on my employee that are actually 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 lot of alternatives readily available within streak is in fact among the simplest and one of the most uh you know flexible out there it’s really easy to use with templates we have projects too within my project once again if I didn’t want to opt for these sales if I finished with tasks then I can choose the project phases right here and once 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 likewise 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 job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually inbound assigned working on fixed and sound this is really pretty good and we also have custom where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na go with the sales here and click on produce private 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 create now it will just take a 2nd for a street to develop 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 actually click this drop down and we have manage stage or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on get in 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 really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a called as well there’s one negotiating so I’ll just merely click on new now once you create a lead we can really click on this link and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can change 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 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 as soon as you’re finished with this you can in fact click go into 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 two 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 perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have private option we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail very quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with merge email what happens is I can really develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually easy you can begin totally free by just adding the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it connects to. As an independent reporter, I have actually worked with numerous customers, managed several jobs concurrently, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for a service, I explored different platforms but found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who greatly count on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear introduction of your communications with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to keep track of the progress and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from list building to job conclusion.
You can categorize contacts, produce custom phases, set tips, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
helps with partnership by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, boosting performance and making sure everybody stays on the very same page.
Personalized Workflows:.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can produce templates for typical email reactions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial developer paperwork, making it simple to incorporate with other tools and develop custom services.
This flexibility enables freelance reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to deployment.
You can develop custom stages for various development stages, assign jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, minimizing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Cost:.
uses a more affordable solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.
As a freelance journalist, managing your hiring process and customer relationships is critical to your success. offers a intuitive and budget-friendly solution that seamlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.