As a seasoned freelance reporter, I comprehend the challenges of managing jobs. Streakk Node …tracking leads, and supporting client relationships. For many years, I have actually experimented with different tools to enhance my workflow and improve performance. One tool that has actually truly reinvented my hiring procedure. In this post, I will delve into the advantages of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to use Streakk Node for your consumer relations partnership communication and much more so let’s get into it first off you require to go to streak.com and you will arrive on this site 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 actually fantastic and I’ll show you how to do that as a total beginner it will help you tailor a best procedure for your team and you will be able to get your work done now let’s in fact enter the process now is readily available as an extension and it’s totally complimentary so when you get to the website 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 add to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 just check in make sure to sign.
into the same Gmail that you have added 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 permit after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated reply and after that 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 combines so you can see this is like our brand-new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring 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 firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead called pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size company size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will provide your stage a name let’s state that you really wished to develop another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact pick various colors for each of the stages however I think all of these are in fact currently developed so this is actually pretty impressive what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are sort of like the exact 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 negotiating 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 different fields that you want so you will click on this plus here and we have free form a date check box fall General e-mail e-mail tracking task 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 actually missing out on and I’ll really rearrange and put the notes here alright email thread count close date all right business’s size deal size and Company size fine let’s eliminate the business size and I’m gon na actually find something else within the basic where we have actually produced by date produced followers and more so I in fact wish to opt for the produced.
by or possibly the followers because I want to keep an eye on my employee that are actually 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 choices readily available within streak is in fact among the most convenient and among the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t want to choose these sales if I made with jobs then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise give it various various colors we likewise have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others property assistance and custom So within our support you can see we have incoming appointed working on dealt with and noise this is actually pretty good and we likewise have custom-made where I can actually start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click create now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have handle phase or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include 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 section here and let’s just call it brand-new and click on go into so now you can see we have actually one lead developed 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 brand-new 2 we can really open this up in a brand-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 2 leads then let’s state there was a contacted also there’s one working out so I’ll just merely click brand-new now when you produce a lead we can in fact click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed remember and after that we have invite colleagues so from here I can invite the team members we have add 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 publish files and then we have the comments 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 create a lead within your when you’re done with this you can really click 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 called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail extremely easily from here and it will also show me the emails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the combine email and with merge e-mail what takes place is I can really produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually easy you can get started for free by simply 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 career and how it associates with. As an independent reporter, I have actually dealt with numerous customers, managed numerous tasks at the same time, and kept a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my mission for an option, I checked out different platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed reporters who heavily depend on e-mail communication. Here are some key benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from list building to job conclusion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with collaboration by permitting you to share pipelines and interact with team members within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, enhancing productivity and ensuring everybody remains on the exact same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can develop design templates for typical email actions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive designer paperwork, making it simple to incorporate with other tools and develop custom solutions.
This versatility permits independent reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to release.
You can develop custom-made stages for different development phases, assign tasks to employee, and track development efficiently.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
uses a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Combination:.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail communication.
Conclusion:.
As an independent journalist, managing your hiring process and client relationships is paramount to your success. offers a user-friendly and inexpensive solution that perfectly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.