As an experienced freelance journalist, I understand the challenges of handling projects. Streak Crm Re …tracking leads, and supporting client relationships. For many years, I’ve explore different tools to improve my workflow and enhance performance. One tool that has actually really revolutionized my hiring process. In this short article, I will look 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 utilize for novices hey men invite back in this video I will be showing you how to use Streak Crm Re for your client relations cooperation communication and much more so let’s get into it firstly you require to go to streak.com and you will arrive on this site 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 really fantastic and I’ll reveal you how to do that as a total novice it will assist you customize an ideal process for your team and you will be able to get your work done now let’s in fact enter into the process now is available as an extension and it’s entirely free 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 add to Chrome click ADD extension and your extension will be added all right 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 check in ensure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this new alternative 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 control panel for here I’ll be able to develop 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 create a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices first off we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you actually wished to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact pick different colors for each of the stages but I think all of these are actually currently produced so this is actually pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and after that we have working out 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 different fields that you want so you will click on this plus here and we have complimentary form a date check box fall General e-mail 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 opt for this one here this is the field that was really missing and I’ll actually rearrange and put the notes here alright email thread count close date okay company’s size offer size and Company size okay let’s eliminate the business size and I’m gon na actually discover something else within the general where we have actually created by date created followers and more so I actually want to opt for the developed.
by or perhaps the followers since I wish to keep track of my staff member that are actually 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 choices readily available within streak is actually among the most convenient and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t wish to go for these sales if I did with tasks then I can opt for the task stages right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise offer 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 task search investor fundraising others property support and custom So within our assistance you can see we have actually inbound assigned dealing with fixed and sound this is really respectable and we likewise have customized where I can in fact start something from the scratch totally according to my business for me we merely have the sales so I’m gon na go with the sales here and click develop 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 produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click this fall and we have manage stage or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click 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 simply call it new and click go into so now you can see we have one lead created let’s say that there is actually 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 brand-new 2 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 by doing this now you can see we have two leads then let’s say there was a called too there’s one working out so I’ll just merely click on new now as soon as you produce a lead we can actually click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and then we have welcome teammates so from here I can invite the team members we have add columns we have emails 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 publish 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 develop a lead within your as soon as you’re finished with this you can in fact click enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one contacted 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 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 phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop 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 really quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what happens is I can really produce a follow-up e-mails and different storage emails here and we have active instructs so using is actually easy you can start for free by just adding the integration and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I’ve dealt with various clients, handled multiple projects all at once, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent journalists who greatly depend on e-mail communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, produce customized phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in cooperation by permitting you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, boosting efficiency and guaranteeing everybody stays on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can produce design templates for typical email reactions, schedule follow-ups, and established reminders, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it easy to integrate with other tools and construct custom services.
This flexibility enables self-employed reporters with coding skills to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement tasks, from ideation to implementation.
You can create custom-made phases for different development phases, designate tasks to staff member, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, reducing the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance journalist, handling your hiring process and client relationships is critical to your success. offers a instinctive and cost effective solution that seamlessly incorporates with Gmail, enabling 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 simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.