As a skilled freelance reporter, I understand the obstacles of managing jobs, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to use Streak Crm Iphone App for your client relations collaboration communication and much more so let’s enter into it firstly you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete beginner it will assist you personalize an ideal process for your team and you will be able to get your work done now let’s really get into the process now is available as an extension and it’s totally complimentary so as soon as you get to the website you’ll get this alternative 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 on add to Chrome click ADD extension and your extension will be included okay 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 merely check in make sure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails 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 new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have different options first off 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 gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will offer your phase a name let’s say that you really wanted to develop another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose different colors for each of the stages but I think all of these are actually currently produced so this is in fact quite excellent what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really 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 want so you will click this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking task calls and meetings so I do not 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 really missing and I’ll in fact reorganize and put the notes here fine e-mail thread count close date alright company’s size deal size and Business size all right let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually created by date produced followers and more so I in fact wish to go for the created.
by or possibly the fans since I wish to keep an eye on my staff member that are really following this so I will you know 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 great deal of options readily available within streak is actually among the most convenient and among the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t want to go for these sales if I did with jobs then I can go with the job stages right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it different various 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 financier fundraising others real estate support and customized So within our support you can see we have incoming assigned working on fixed and noise this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my company 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 a team member so I’m going to opt for the shared one here and click produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click this drop down 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 simply click and I’ll be able to include it click the top here include a box so click on 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 go into so now you can see we have one lead produced 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 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 in this manner now you can see we have two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click new now when you produce a lead we can actually click on this link and it will now open the different 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 produced keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and then we have the comments at the top here once 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 when you’re finished with this you can really click 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 2 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 perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will be able to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what happens is I can in fact develop a follow-up emails and various storage e-mails here and we have active instructs so using is actually simple you can get going totally free by simply adding the combination and now you know how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I have actually dealt with many customers, handled several jobs simultaneously, and kept a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for a service, I explored various 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, providing you a clear overview of your interactions with customers, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to keep track of the progress and handle of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to task conclusion.
You can categorize contacts, develop custom-made stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
facilitates cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important e-mails, and team up in real-time, improving efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create design templates for common e-mail actions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documentation, making it easy to incorporate with other tools and develop custom services.
This flexibility permits freelance reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software development jobs, from ideation to deployment.
You can develop custom stages for various development phases, assign jobs to team members, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly functions, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly service, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As a self-employed reporter, handling your hiring procedure and client relationships is vital to your success. offers a user-friendly and cost effective solution that effortlessly incorporates with Gmail, allowing you to enhance 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 choice for freelance reporters.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.