As a seasoned freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this short article, I will dig into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Quickbase Vs Streak Crm for your consumer relations cooperation interaction and far more so let’s get into it to start with you require 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 basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total beginner it will assist you customize a best procedure for your group and you will have the ability to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s completely free so once you get to the site you’ll get this option here which is add 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 add to Chrome click on 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 sign in make sure to sign.
into the very 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 allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed 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 combines so you can see this resembles 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 hiring so this is where we’ll go develop a new pipeline let’s really do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead called pitched demo negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size business size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will give your stage a name let’s say that you in fact wished to develop another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact select different colors for each of the stages however I believe all of these are in fact currently created so this is really pretty outstanding what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we simply opt for 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 demo here and after that we have negotiating 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 form a date check box fall General email e-mail 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 opt for this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here all right e-mail thread count close date all right company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually created by date created fans and more so I actually wish to choose the developed.
by or possibly the fans due to the fact that I want to track my team members that are in fact following this so I will you understand 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 great deal of options offered within streak is really among the easiest and one of the most uh you understand versatile out there it’s really easy to use with templates we have projects too within my task once again if I didn’t want to go for these sales if I finished with jobs then I can go with the job phases 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 likewise offer it various various colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming appointed working on dealt with and sound this is really pretty good and we also have custom-made where I can in fact start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na go with the sales here and click develop personal 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 produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click this fall and we have handle phase or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click on ADD box here and I’m going to add 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 actually one lead developed let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a called too there’s one working out so I’ll just simply click on brand-new now when you create a lead we can really click here and it will now open the various 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 remember and then we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even publish 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 once you’re done with this you can really click on go into and it will be closed now it will reveal 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 contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our simple Gmail very quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with combine email what takes place is I can in fact develop a follow-up emails and various storage emails here and we have active instructs so using is actually easy you can get started for free by simply adding the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I have actually dealt with various clients, managed multiple jobs all at once, and kept an extensive network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my mission for an option, I checked out different platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who greatly rely on email interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, providing you a clear introduction of your interactions with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales process from list building to project completion.
You can categorize contacts, develop customized phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial e-mails, and team up in real-time, enhancing performance and ensuring everybody remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring tasks.
You can produce design templates for typical email reactions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application development. Here’s how:.
offers a robust API and extensive developer documents, making it easy to incorporate with other tools and construct custom-made solutions.
This versatility enables independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to deployment.
You can produce customized stages for various advancement stages, appoint tasks to employee, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly functions, decreasing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As a self-employed reporter, handling your hiring process and client relationships is paramount to your success. offers a intuitive and economical service that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice 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 jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.