As a seasoned freelance reporter, I understand the obstacles of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer 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 utilize Reviews Streak Crm for your client relations collaboration communication and a lot more so let’s enter into it firstly you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete beginner it will help you tailor a perfect process for your group and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s totally totally free so when you get to the site you’ll get this choice here which is add 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 on ADD extension and your extension will be added alright it’s done and now it is contributing 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 exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded 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 resembles our brand-new dashboard for here I’ll have the ability to create 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 produce a brand-new pipeline let’s really do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting alright 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 notes so if you want to add another phase you will click on this Plus on top and you will offer your stage a name let’s state that you really wanted to develop another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose various colors for each of the stages however I think all of these are really currently developed so this is actually pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that we have working out 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 desire so you will click on this plus here and we have complimentary type a date check box drop down General email email tracking task calls and meetings so I don’t 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 actually missing and I’ll in fact reorganize and put the notes here okay e-mail thread count close date all right business’s size deal size and Business size all right let’s eliminate the business size and I’m gon na actually find something else within the general where we have created by date developed followers and more so I in fact want to choose the produced.
by or perhaps the fans due to the fact that I want to keep an eye on 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 lot of options offered within streak is actually one of the simplest 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 job once again if I didn’t want to choose these sales if I did with jobs then I can choose the job phases right here and 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 also provide it different various colors we likewise have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others real estate assistance and custom So within our support you can see we have actually inbound appointed working on resolved and noise this is actually respectable and we also have customized where I can actually start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on develop private 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 develop a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle phase or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include 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 new and click go into so now you can see we have actually one lead developed let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can really open this up in a new tab from here too however 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 merely click new now when you create a lead we can really click here and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have invite teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re done with this you can in fact 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 gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop 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 simple Gmail very quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what takes place is I can really create a follow-up emails and different storage emails here and we have active advises so utilizing is truly simple you can begin totally free by simply including the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
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 worked with many clients, handled numerous projects simultaneously, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my mission for an option, I explored different platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed journalists who greatly rely on e-mail communication. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to keep track of the progress and manage of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from list building to task conclusion.
You can classify contacts, develop custom-made phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, improving productivity and ensuring everybody remains on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for typical e-mail responses, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and build custom services.
This versatility permits independent reporters with coding skills to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to release.
You can develop custom phases for different advancement phases, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, lessening the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more affordable solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. offers a instinctive and budget-friendly service that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the innovative 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 a writer, editor, or content developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.