As an experienced freelance journalist, I comprehend the challenges of handling tasks. Why Streak Crm …tracking leads, and supporting customer relationships. Over the years, I’ve try out different tools to improve my workflow and enhance performance. One tool that has truly revolutionized my hiring process. In this article, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be revealing you how to use Why Streak Crm for your customer relations partnership communication and far more so let’s get into it firstly you require to go to streak.com and you will arrive at 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 really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete newbie it will assist you customize an ideal procedure for your team and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s totally free so once you get to the site you’ll get this alternative here which is contribute 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 contribute to Chrome click ADD extension and your extension will be included okay 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 included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-new option 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 have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will provide your stage a name let’s state that you in fact wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact choose different colors for each of the stages but I think all of these are in fact currently produced so this is in fact pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have free type a date check box drop down General email e-mail 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 really reorganize and put the notes here alright e-mail thread count close date okay business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na actually find something else within the general where we have created by date produced followers and more so I in fact want to opt for the developed.
by or possibly the fans since I want to keep an eye on my team members that are really 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 lot of alternatives readily available within streak is really among the simplest and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my project again if I didn’t want to opt for these sales if I made with jobs then I can go with the task stages right here and 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 provide it various different colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others property support and custom-made So within our assistance you can see we have incoming assigned working on dealt with and noise this is actually pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my company for me we just 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 staff member so I’m going to opt for the shared one here and click on produce now it will just take a 2nd for a street to produce 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 this drop down and we have manage phase or relabel so as I proceed 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 include 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 get in so now you can see we have actually one lead produced let’s state that there is really closed one so I’m going to add 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 really open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a contacted also there’s one working out so I’ll just merely click on new now as soon as you develop a lead we can really click here and it will now open up 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 created remember 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 change to the emails and it will show you the emails that you got in files we can even submit files and after that 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 create a lead within your as soon as you’re made with this you can really click go into and it will be closed now it will reveal 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 deleting and sharing too uh one more 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 here and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what takes place is I can actually create a follow-up e-mails and various storage e-mails here and we have active advises so using is actually easy you can get going for free by just including the combination and now you know how to utilize as a complete 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 an independent reporter, I have actually worked with numerous clients, managed numerous projects at the same time, and preserved a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my mission for a service, I checked out various platforms but found 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for independent journalists who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, offering you a clear overview of your communications with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from list building to task conclusion.
You can classify contacts, produce custom phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can designate jobs, share important emails, and team up in real-time, enhancing efficiency and guaranteeing everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive developer documents, making it easy to incorporate with other tools and construct custom-made options.
This flexibility enables self-employed reporters with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development tasks, from ideation to implementation.
You can produce custom-made phases for various development stages, appoint jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, reducing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more cost effective service, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As a freelance journalist, handling your hiring procedure and customer relationships is vital to your success. offers a budget friendly and user-friendly solution that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, editor, or author 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 effect of Streak CRM in your freelance journalism endeavors.