As a skilled freelance reporter, I understand the difficulties of managing projects. Streak Crm Software …tracking leads, and supporting client relationships. For many years, I’ve explore various tools to improve my workflow and improve performance. One tool that has genuinely transformed my hiring procedure. In this article, I will explore the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be showing you how to utilize Streak Crm Software for your client relations cooperation communication and much more so let’s get into it to start with you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our simple 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 total beginner it will assist you personalize a best process for your team 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 totally totally free so as soon as you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to select 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 on ADD extension and your extension will be added fine 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 check in make sure to sign.
into the very same Gmail that you have actually included 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 allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and upgraded 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 combines so you can see this is like 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 create a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead contacted 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 priority industry offer size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will offer your stage a name let’s state that you actually wanted to develop another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually pick various colors for each of the stages but I believe all of these are actually already created so this is really pretty excellent what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and then we have negotiating with negotiating I can opt for 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 free form a date check box drop down General email e-mail tracking task calls and conferences so I don’t 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 in fact missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date alright company’s size deal size and Company size okay let’s eliminate the business size and I’m gon na actually discover something else within the general where we have actually developed by date produced followers and more so I really want to opt for the developed.
by or maybe the followers because I wish to track my team members that are in fact following this so I will you understand 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 offered within streak is really among the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my job once again if I didn’t want to choose these sales if I did with jobs then I can go with the project stages right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also provide it various different colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your stages task search financier fundraising others real estate support and custom-made So within our support you can see we have incoming assigned working on resolved and sound this is in fact respectable and we likewise have custom where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na opt for the sales here and click produce personal 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 on produce now it will simply 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 have the ability to add my Lead Series so you can in fact click this fall and we have handle phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have one lead developed 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 but I’m just for now I’m simply gon na work in this manner 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 brand-new now as soon as you create a lead we can actually click on this link and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these different 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 change to the e-mails and it will show you the emails 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 conference notes and we even have our.
accessories so this is how you create a lead within your when you’re done with this you can actually 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 2 leads one called 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 perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can discover these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail extremely easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge email and with combine email what occurs is I can actually create a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really simple you can begin for free by simply including the integration and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it connects to. As a freelance reporter, I have actually dealt with numerous clients, handled several projects simultaneously, and kept an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my mission for an option, I checked out various platforms but discovered 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 client relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on email interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails easily, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to monitor the progress and handle of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from lead generation to job conclusion.
You can categorize contacts, create custom-made phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
assists in collaboration by enabling you to share pipelines and interact with employee within the platform.
You can appoint tasks, share essential emails, and work together in real-time, improving performance and ensuring everyone remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to integrate with other tools and build custom-made solutions.
This versatility permits independent reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to release.
You can develop custom-made stages for various advancement phases, appoint jobs to employee, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more inexpensive service, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is critical to your success. offers a instinctive and budget friendly option that flawlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might 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 journalists.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.