As an experienced freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and supporting client relationships. In this article, I will dive into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to use Is There A Contact Archive In Streak Crm for your client relations cooperation communication and much more so let’s enter 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 Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total newbie it will assist you customize a perfect process for your group and you will be able to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s totally complimentary 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 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 simply 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 simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this brand-new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have various 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 contacted pitched demonstration working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will give your phase a name let’s state that you in fact wished to create another um you understand 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 really pick different colors for each of the stages but I believe all of these are actually already produced so this is in fact pretty outstanding what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have working out with negotiating I can go with 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 kind a date check box drop down General email email tracking job 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 go with this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date fine company’s size deal size and Company size alright let’s eliminate the company size and I’m gon na in fact find something else within the general where we have actually developed by date created followers and more so I actually wish to choose the developed.
by or perhaps the fans since I wish to keep an eye on my team members 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 wanted for my pipeline now you can see there are a great deal of choices offered within streak is actually among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my job once again if I didn’t want to opt for these sales if I did with projects then I can opt for the project stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it different various colors we likewise have business Dev here you can see then we have employing so if you do employing then this is going to be your stages job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have inbound assigned dealing with dealt with and sound this is really pretty good and we also have customized where I can in fact start something from the scratch completely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click develop private 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 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 have the ability to include my Lead Series so you can in fact click this fall and we have manage stage or relabel so as I continue as I add 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 ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click get in so now you can see we have one lead produced 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 include another lead let’s call it new two we can in fact open this up in a brand-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 2 leads then let’s state there was a contacted also there’s one working out so I’ll just simply click on brand-new now when you produce a lead we can in fact click here and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced remember and after that we have welcome teammates so from here I can invite the staff member we have include columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and after that we have the remarks 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 develop a lead within your as soon as you’re finished with this you can actually click enter 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 2 leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and create our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our easy Gmail really easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what takes place is I can really create a follow-up emails and various storage emails here and we have active instructs so using is really easy you can get going totally free by simply adding the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As a self-employed journalist, I have actually worked with numerous customers, handled numerous tasks at the same time, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a service, I checked out various platforms but found them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for independent reporters who greatly rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, providing you a clear overview of your communications with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to handle and keep track of the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from lead generation to task conclusion.
You can classify contacts, develop custom stages, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share essential emails, and work together in real-time, boosting productivity and making sure everyone remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce templates for typical email responses, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive designer paperwork, making it easy to incorporate with other tools and build custom options.
This versatility permits independent reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adapted to manage software application advancement tasks, from ideation to deployment.
You can develop customized stages for different development stages, designate tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more inexpensive service, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
As an independent reporter, handling your hiring process and client relationships is critical to your success. offers a user-friendly and affordable solution that perfectly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, editor, or author developer, 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 effect of Streak CRM in your freelance journalism undertakings.