As a seasoned freelance reporter, I comprehend the obstacles of managing projects, tracking leads, and nurturing customer relationships. In this post, I will dig into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to use Streak Free Crm Mailchimp Integration for your consumer relations cooperation communication and a lot more so let’s get into it first off you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total newbie it will assist you customize a perfect process for your group and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s totally free so as soon as you get to the website you’ll get this option here which is add 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 okay 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 just 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 merely scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this brand-new choice 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 new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size company 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 say that you really wished to produce another um you understand stage here for example 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 in fact pick different colors for each of the stages but I think all of these are really currently developed so this is in fact quite outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration here and then we have working out 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 desire so you will click this plus here and we have complimentary kind a date check box fall General e-mail email tracking job 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 choose this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here fine e-mail thread count close date okay company’s size deal size and Business size alright let’s get rid of the company size and I’m gon na really discover something else within the general where we have created by date produced followers and more so I really want to go for the developed.
by or possibly the followers because I want to keep track of my employee that are in fact 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 options available within streak is really among the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have projects too within my task once again if I didn’t want to go for these sales if I did with jobs then I can choose the task stages 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 also give it different various colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others realty support and custom So within our assistance you can see we have actually inbound appointed dealing with dealt with and sound this is actually pretty good and we likewise have custom where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will just 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 include my Lead Series so you can in fact click this fall and we have manage phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have actually one lead produced let’s state that there is in fact 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 include another lead let’s call it brand-new two we can really open this up in a new tab from here too but 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 state there was a gotten in touch with as well there’s one working out so I’ll just simply click on new now when you produce a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can invite the employee we have include columns we have emails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload 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.
accessories so this is how you produce a lead within your once you’re made with this you can in fact click enter and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can select different 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 personal option we have these 3 dots where we can discover these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our basic 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 developed we will even have our merge emails now with our so this is the merge email and with merge email what happens is I can really produce a follow-up e-mails and various storage emails here and we have active advises so using is really simple you can begin free of charge by just including the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance reporter, I’ve dealt with various clients, managed several tasks concurrently, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for a service, I explored various platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who greatly rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails easily, giving you a clear overview of your communications with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to project conclusion.
You can categorize contacts, create customized phases, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, enhancing productivity and ensuring everyone stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop templates for common email responses, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software development. Here’s how:.
provides a robust API and extensive designer paperwork, making it easy to incorporate with other tools and build customized solutions.
This flexibility allows independent journalists with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to deployment.
You can produce custom-made phases for different development stages, designate jobs to staff member, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, minimizing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget friendly option, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
As an independent reporter, managing your hiring process and customer relationships is critical to your success. offers a inexpensive and intuitive option that perfectly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.