As a seasoned freelance reporter, I understand the challenges of managing projects. Streak Products Crm …tracking leads, and supporting customer relationships. Throughout the years, I have actually try out various tools to streamline my workflow and enhance performance. One tool that has actually really reinvented my hiring procedure. In this short article, I will delve into the benefits 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 novices hey men invite back in this video I will be revealing you how to utilize Streak Products Crm for your client relations partnership interaction and much more so let’s enter into it firstly you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete newbie it will help you personalize a perfect process for your group and you will have the ability to get your work done now let’s in fact enter into the process now is offered as an extension and it’s totally free so when you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to select 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 included 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 simply sign in make sure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our easy 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 merges so you can see this is like our brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size company size close rate email thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will give your phase a name let’s say that you really wished to produce another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact pick different colors for each of the stages but I think all of these are actually already created so this is actually pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have working out with negotiating I can opt for 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 this plus here and we have complimentary form a date check box fall General e-mail email tracking task calls and conferences 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 opt for this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date alright company’s size deal size and Company size all right let’s get rid of the company size and I’m gon na really find something else within the general where we have produced by date developed followers and more so I in fact wish to go for the developed.
by or perhaps the fans due to the fact that I wish to keep track of my team members that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices available within streak is actually among the simplest and one of the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I did with projects then I can go with the job stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it different different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others property support and custom-made So within our support you can see we have actually incoming assigned working on solved and sound this is actually respectable and we also have customized where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na go with the sales here and click create 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 produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can actually click this fall and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include a box so click on 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 on go into so now you can see we have one lead produced let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just simply click on brand-new now when you develop a lead we can really click here and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have invite teammates so from here I can invite the team members we have add columns we have emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even upload files and then we have the comments at the top here 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 as soon as you’re done with this you can really click on enter 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 contacted and something like this and this is where you will be getting your list we can choose different 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 on top you will have the ability to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the merge email and with merge e-mail what occurs is I can really produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is actually easy you can get going totally free by simply including the combination and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed journalist, I have actually dealt with various customers, handled numerous tasks all at once, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for an option, I explored different platforms but discovered them to be either too intricate or too costly 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 consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to manage and keep track of the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from list building to job conclusion.
You can classify contacts, develop customized phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, improving performance and making sure everyone remains on the same page.
Customizable Workflows:.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can create design templates for typical email responses, schedule follow-ups, and established pointers, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial designer documentation, making it easy to integrate with other tools and develop customized options.
This versatility allows independent journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to release.
You can produce custom phases for various development phases, designate jobs to employee, and track development efficiently.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
offers a more inexpensive solution, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Integration:.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
Conclusion:.
As a self-employed journalist, managing your hiring procedure and client relationships is paramount to your success. offers a instinctive and affordable service that effortlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.