As an experienced freelance reporter, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to utilize G2.Com Streak Crmstreak Crm Alternatives & Competitors G2 for your client relations collaboration interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total novice it will assist you customize an ideal procedure for your team and you will be able to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s totally totally free so once you get to the site you’ll get this choice here which is contribute 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 add to Chrome click ADD extension and your extension will be added alright 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 exact 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 just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and updated 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 combines so you can see this is like our new dashboard for here I’ll have the ability to produce 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 create a brand-new pipeline let’s really do that you will click on 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 really we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will give your stage a name let’s state that you in fact wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really pick various colors for each of the stages but I believe all of these are really currently created so this is really quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually 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 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 totally free form a date check box fall General email e-mail tracking job calls and conferences so I do not 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 go with this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here alright e-mail thread count close date alright business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually created by date produced fans and more so I really wish to opt for the produced.
by or maybe the fans since I wish to monitor my staff member that are in fact 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 options offered within streak is in fact among the most convenient and one of the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t wish to opt for these sales if I made with tasks then I can choose the project stages right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also give it various various colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search financier fundraising others property assistance and custom-made So within our support you can see we have incoming assigned working on dealt with and noise this is really pretty good and we also have custom where I can in fact start something from the scratch completely according to my company for me we merely have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will just take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click this fall and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add 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 area here and let’s simply call it brand-new and click enter so now you can see we have one lead created let’s state that there is in fact 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 brand-new 2 we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click new now once you create a lead we can actually click here and it will now open the different 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 teammates so from here I can invite the employee we have include columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and then 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.
attachments so this is how you develop a lead within your as soon as you’re done with this you can really click on get in and it will be closed now it will show 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 pick 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 personal choice we have these three dots where we can discover these stages Integrations and automation this is one of the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with combine email what happens is I can actually develop a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can begin free of charge by simply including the combination and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I have actually dealt with many customers, managed multiple tasks all at once, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to streamline my operations.
In my mission for an option, I checked out different platforms however discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for independent reporters who greatly count on email interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, giving you a clear introduction of your communications with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to manage and keep an eye on the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from lead generation to task conclusion.
You can classify contacts, produce custom phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important emails, and collaborate in real-time, boosting efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can create templates for typical email reactions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and substantial designer documentation, making it simple to integrate with other tools and build customized solutions.
This flexibility allows freelance journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to implementation.
You can develop customized phases for various development stages, appoint jobs to team members, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email communication.
As an independent journalist, handling your hiring process and client relationships is critical to your success. offers a budget friendly and user-friendly solution that perfectly incorporates with Gmail, allowing you to simplify your operations and focus 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 choice for freelance journalists.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.