As a skilled freelance reporter, I understand the obstacles of managing projects, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be revealing you how to utilize Streak Crm Vs Agilecrm for your consumer relations collaboration communication and far more so let’s enter into it first off you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete newbie it will assist you customize a best process for your group and you will be able to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s entirely free so once you get to the website you’ll get this option 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 included 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 just check in make sure to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click permit after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this brand-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 combines so you can see this resembles our brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will provide your phase a name let’s state that you really wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually pick various colors for each of the stages but I believe all of these are really currently created so this is actually quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that 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 on this plus here and we have free type a date check box fall General e-mail email tracking job calls and conferences 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 in fact missing and I’ll in fact rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Business size okay let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually produced by date created followers and more so I actually wish to opt for the developed.
by or possibly the fans because I want to keep an eye on my team members that are actually 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 options available within streak is really one of the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my job again if I didn’t wish to opt for these sales if I did with jobs then I can go with the task phases right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it various different colors we likewise have company Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others property assistance and custom So within our assistance you can see we have actually incoming appointed working on fixed and sound this is really respectable and we also have custom-made where I can in fact 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 create personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will simply take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can actually click on this fall and we have handle phase 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 be able to include it click on the top here add a box so click 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 go into so now you can see we have one lead developed 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 brand-new I’m going to add another lead let’s call it new 2 we can really open this up in a new tab from here too but 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 say there was a contacted as well there’s one working out so I’ll just merely click new now as soon as you develop a lead we can in fact click here and it will now open the different 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 developed keep in mind and then we have invite teammates so from here I can invite the employee we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re made with this you can actually click get in 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 two leads one gotten in touch with 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 perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is really easy you can begin totally free by simply including the combination and now you know how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it connects to. As a self-employed reporter, I have actually worked with numerous clients, handled multiple tasks simultaneously, and preserved a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out different platforms however discovered them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who heavily depend on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom phases, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with cooperation by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial emails, and team up in real-time, boosting productivity and making sure everyone remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and established pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it simple to integrate with other tools and develop custom options.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to implementation.
You can create customized stages for various development phases, assign tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use functions, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more cost effective option, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail communication.
As a freelance journalist, managing your hiring process and customer relationships is vital to your success. offers a user-friendly and budget friendly solution that flawlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession 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.