As a seasoned freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and supporting client relationships. In this article, I will delve into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to use Migrating To Streak Crm for your consumer relations cooperation communication and a lot more so let’s enter into it firstly you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add 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 actually amazing and I’ll reveal you how to do that as a total novice it will help you customize a best procedure for your group and you will be able to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to select 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 all right 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 sign in ensure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and after that 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 dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once 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 on new pipeline here and we have various alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wanted to develop another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick different colors for each of the stages but I think all of these are in fact currently produced 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 think pitched and demo are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo two 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have complimentary type a date check box drop down General email e-mail tracking job calls and meetings so I don’t 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 go with this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here fine email thread count close date fine business’s size offer size and Business size alright let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have created by date developed fans and more so I in fact want to choose the developed.
by or perhaps the followers because I want to monitor my team members 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 lot of choices readily available within streak is really among the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my task again if I didn’t want to go for these sales if I made with jobs then I can choose the task phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise give it different different colors we likewise have business 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 financier fundraising others real estate assistance and customized So within our support you can see we have inbound assigned dealing with resolved and noise this is really pretty good and we also have customized where I can really start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to develop 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 in fact click on this fall and we have manage phase or relabel so as I continue as I include 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 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 on get in so now you can see we have one lead created let’s state that there is actually 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 new 2 we can really 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 two leads then let’s say there was a contacted as well there’s one working out so I’ll just simply click on brand-new now as soon as you develop a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have add columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your once you’re done with this you can actually click on go into 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 contacted and something like this and this is where you will be getting your list we can select 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 have the ability to see we have personal choice we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able 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 new pipeline we can switch to our basic Gmail really quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what happens is I can actually create a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can get going totally free by just including the combination and now you understand how to use as a total novice do not.
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 connects to. As a self-employed journalist, I have actually worked with many clients, handled several tasks concurrently, and kept an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my mission for a service, I checked out different platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, providing you a clear overview of your communications with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to handle and monitor the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from list building to job completion.
You can categorize contacts, create customized stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share important emails, and collaborate in real-time, improving productivity and making sure everybody remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop design templates for typical email actions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to incorporate with other tools and construct customized options.
This versatility permits independent journalists with coding skills to extend the functionality of and customize it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to implementation.
You can create custom phases for various advancement stages, assign tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly functions, reducing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more cost effective solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail communication.
As a freelance journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a budget-friendly and instinctive option that seamlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.