As a skilled freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer 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 Streak Crm Calling Pricing for your customer relations cooperation interaction and a lot more so let’s get into it first off you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete beginner it will help you customize an ideal procedure for your team and you will be able to get your work done now let’s in fact get into the process now is available as an extension and it’s completely free so when 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 contribute to Chrome click on ADD extension and your extension will be included 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 merely sign in ensure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this new option 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 have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different 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 a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will give your phase a name let’s state that you really wished to create another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really pick different colors for each of the stages but I think all of these are actually already developed so this is in fact quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the same thing we simply 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 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 this plus here and we have totally free form a date check box fall General e-mail email tracking job calls and conferences 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here fine e-mail thread count close date all right company’s size offer size and Company size fine let’s get rid of the business size and I’m gon na really find something else within the basic where we have actually produced by date developed fans and more so I really wish to opt for the developed.
by or possibly the fans due to the fact that I wish to keep track of my staff member 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 lot of alternatives readily available within streak is really among the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t wish to choose these sales if I finished with tasks then I can choose the job phases right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also give it various different colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others property support and customized So within our support you can see we have inbound designated dealing with solved and sound this is in fact respectable 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 choose the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can actually click on this fall and we have manage phase or rename so as I continue as I include various 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 area here and let’s simply call it new and click get in so now you can see we have actually 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 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 however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click new now once you produce a lead we can actually click here and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can switch to the emails and it will reveal 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 as soon as you’re finished with this you can in fact click 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 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 carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have private option we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail extremely quickly from here and it will also show me the emails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with merge email what occurs is I can really produce a follow-up emails and different storage emails here and we have active instructs so using is truly simple you can start totally free by just including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As an independent journalist, I’ve dealt with various customers, handled multiple projects concurrently, and kept an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my mission for an option, I checked out different platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who heavily rely on email interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it easy to handle and monitor the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from list building to job conclusion.
You can classify contacts, develop custom-made stages, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can designate jobs, share crucial emails, and collaborate in real-time, improving productivity and making sure everybody stays on the very same page.
Customizable Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop templates for common email responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial designer documents, making it easy to incorporate with other tools and construct custom solutions.
This versatility enables independent journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application development jobs, from ideation to implementation.
You can create customized stages for various advancement stages, designate tasks to employee, and track development efficiently.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Expense:.
provides a more inexpensive solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Combination:.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
Conclusion:.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. offers a budget friendly and user-friendly solution that seamlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, author, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.