As a skilled freelance reporter, I understand the challenges of handling projects. Streak Crm System Onboarding …tracking leads, and supporting customer relationships. Over the years, I’ve explore various tools to streamline my workflow and improve efficiency. One tool that has truly reinvented my hiring process. In this article, I will look into the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm System Onboarding for your client relations partnership communication and a lot more so let’s get into it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete beginner it will assist you customize an ideal procedure for your group and you will be able to get your work done now let’s actually enter the procedure now is offered as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this choice here which is add 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 on contribute to Chrome click on ADD extension and your extension will be added fine 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 merely check in make certain to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked emails and upgraded reply and then we have this 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 merges so you can see this is like our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you in fact wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose different colors for each of the stages but I think all of these are really already created so this is really quite remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demonstration 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have free kind 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 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 go with this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here all right email thread count close date all right company’s size offer size and Business size all right let’s eliminate the business size and I’m gon na in fact find something else within the general where we have actually developed by date created followers and more so I really want to opt for the developed.
by or possibly the fans due to the fact that I wish to keep an eye on my employee that are in fact 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 in fact 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 project once again if I didn’t want to choose these sales if I did with jobs then I can opt for the job stages right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also offer it various different colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others realty assistance and custom So within our support you can see we have incoming assigned working on fixed and noise this is actually respectable and we also have custom where I can actually start something from the scratch completely according to my company for me we just have the sales so I’m gon na choose the sales here and click on produce 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 on develop now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can actually click this fall and we have handle phase or rename so as I proceed as I add different 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 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 go into so now you can see we have one lead created let’s state that there is actually 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 brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just merely click on new now as soon as you produce a lead we can really click here and it will now open the various 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 developed remember and then we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re finished with this you can actually 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 called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more 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 discover these stages Integrations and automation this is among the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts 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 create our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our easy Gmail very quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine email and with merge email what happens is I can in fact develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly easy you can begin for free by simply including the integration and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a self-employed journalist, I’ve worked with numerous customers, managed multiple projects at the same time, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for an option, I explored different platforms but discovered them to be either too complex 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 seamlessly integrates with Gmail, making it perfect for independent reporters who greatly count on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, offering you a clear overview of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to monitor the progress and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from lead generation to project conclusion.
You can categorize contacts, produce custom stages, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important emails, and team up in real-time, boosting efficiency and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can create templates for common email actions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive developer documents, making it simple to incorporate with other tools and construct custom services.
This versatility permits self-employed reporters with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to implementation.
You can develop customized phases for different development stages, assign tasks to staff member, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget-friendly service, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email interaction.
As a freelance journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a inexpensive and user-friendly solution that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or writer creator, 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 impact of Streak CRM in your freelance journalism undertakings.