As an experienced freelance reporter, I understand the obstacles of managing jobs, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to use Is Streak Free Crm Good for your customer relations collaboration interaction and a lot more so let’s enter 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 simple 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 complete beginner it will help you tailor a best procedure for your group and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s entirely free so when you get to the website you’ll get this choice 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 fine it’s done and now it is adding 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 merely sign in ensure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and updated reply and then we have this 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 have the ability to produce 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 create a brand-new pipeline let’s in fact do that you will click 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 in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal 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 at the top and you will offer your stage a name let’s say that you in fact wanted to produce another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually pick different colors for each of the stages however I believe all of these are really currently developed so this is really quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demonstration here and then we have negotiating 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 different fields that you want so you will click this plus here and we have complimentary type a date check box fall General e-mail email tracking task calls and meetings 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 choose this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here fine e-mail thread count close date alright company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually created by date developed fans and more so I in fact want to go for the developed.
by or maybe the followers due to the fact that I wish to monitor 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 alternatives readily available within streak is really among the most convenient and among the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my task again if I didn’t want to opt for these sales if I did with jobs then I can choose the job stages right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can also offer it different various colors we likewise 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 investor fundraising others realty support and custom So within our assistance you can see we have actually incoming appointed working on resolved and sound this is really pretty good and we likewise have customized where I can really start something from the scratch completely according to my business for me we merely have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click produce now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click on this drop down and we have handle phase or relabel so as I continue as I include various 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 add a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have actually one lead developed let’s say that there is actually 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 include 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 two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click on new now when you develop a lead we can really click on this link and it will now open the different 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 developed keep in mind and then we have invite colleagues so from here I can welcome the team members we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even upload 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.
accessories so this is how you develop a lead within your when you’re done with this you can actually click on enter and it will be closed now it will reveal you something like this we have all of our data collected 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have personal alternative we have these three dots where we can find these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files likewise now I can switch to my various 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 produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what happens is I can in fact produce a follow-up e-mails and different storage emails here and we have active instructs so using is really easy you can get going totally free by just including the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a self-employed journalist, I’ve worked with numerous clients, managed multiple projects at the same time, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my quest for a service, I explored various platforms but discovered them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed journalists who heavily count on e-mail communication. Here are some essential benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, giving you a clear overview of your communications with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to job conclusion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important emails, and team up in real-time, boosting productivity and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it simple to integrate with other tools and build custom-made options.
This flexibility enables freelance reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement jobs, from ideation to implementation.
You can develop custom-made stages for various advancement stages, assign jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use features, reducing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email communication.
As a self-employed reporter, handling your hiring process and client relationships is vital to your success. offers a instinctive and inexpensive service that seamlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.