As a seasoned freelance reporter, I comprehend the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to use Streak Crm Logo Png for your customer relations collaboration communication and a lot more so let’s enter into it first off you require to go to streak.com and you will land on this website 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 actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete newbie it will help you customize an ideal process for your group and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s completely free so when you get to the site you’ll get this choice here which is contribute 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 add to Chrome click ADD extension and your extension will be added okay 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 simply sign in ensure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this brand-new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will give your phase a name let’s state that you actually wished to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really select different colors for each of the stages however I think all of these are really already produced so this is actually pretty excellent 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 type of like the exact same thing we just 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 demo 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 various fields that you want so you will click this plus here and we have complimentary kind a date check box fall General email e-mail tracking job 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 opt for this one here this is the field that was really missing and I’ll really rearrange and put the notes here fine email thread count close date alright company’s size offer size and Company 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 created fans and more so I in fact want to choose the produced.
by or maybe the fans due to the fact that I wish to track my staff member that are in fact following this so I will you know 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 alternatives offered within streak is really one of the most convenient and one of the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my job again if I didn’t want to opt for these sales if I did with jobs then I can opt for the task stages right here and once again the fields the process is going to be comparable you will select 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 phases job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually inbound assigned working on solved and noise this is really 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 simply 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 opt for the shared one here and click develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I continue as I add various 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 include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have one lead produced let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just merely click new now once you develop a lead we can actually click here and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can welcome the staff member we have include columns we have emails files and comments you can change to the e-mails 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.
attachments so this is how you create a lead within your once you’re finished with this you can in fact click get in 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 called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for alerts 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 extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what happens is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is truly simple you can get started totally free by simply adding the combination and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As an independent journalist, I’ve worked with various customers, handled several tasks at the same time, and maintained a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my mission for a solution, I explored various platforms however discovered them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who heavily rely on e-mail interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to manage and keep track of the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, create custom phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important e-mails, and team up in real-time, improving productivity and guaranteeing everyone stays on the exact same page.
Personalized Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate repeated jobs.
You can develop design templates for common e-mail responses, 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, offers advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and comprehensive designer documents, making it simple to integrate with other tools and develop custom solutions.
This versatility enables freelance journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software development projects, from ideation to implementation.
You can create custom-made phases for various development phases, appoint tasks to employee, and track progress effectively.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
uses a more budget friendly option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Integration:.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail communication.
Conclusion:.
As an independent reporter, managing your hiring procedure and client relationships is vital to your success. offers a cost effective and intuitive option that perfectly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, writer, or editor creator, 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 undertakings.