As a seasoned freelance reporter, I understand the challenges of managing projects. Streak Crm Strategy …tracking leads, and supporting client relationships. For many years, I’ve experimented with different tools to improve my workflow and enhance performance. One tool that has actually truly transformed my hiring process. In this post, I will delve into the benefits of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to utilize Streak Crm Strategy for your client relations collaboration communication and far more so let’s enter into it first of all you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total newbie it will assist you personalize an ideal procedure for your group and you will be able to get your work done now let’s in fact enter the process now is readily available as an extension and it’s entirely totally free so once you get to the site you’ll get this alternative here which is contribute 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 added all right 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 make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this brand-new option which is the pipeline so if I click 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 brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices first of all we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will give your phase a name let’s state that you actually wanted to develop another um you understand 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 in fact select different colors for each of the stages but I think all of these are actually already developed so this is really quite outstanding 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 type 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 actually let’s eliminate the demo here and after that we have working out with negotiating I can go with 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 desire so you will click this plus here and we have complimentary kind a date check box drop down General e-mail e-mail tracking job 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 actually rearrange and put the notes here fine e-mail thread count close date fine business’s size offer size and Business size alright let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have produced by date developed followers and more so I actually want to go for the developed.
by or maybe the followers since I want to keep track of 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 choices offered within streak is really one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs 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 stages right here and once 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 provide it different different colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others real estate assistance and customized So within our assistance you can see we have actually incoming designated dealing with fixed and noise this is actually pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can really click on this drop down and we have manage 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 add 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 go into so now you can see we have one lead developed let’s say that there is actually 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 brand-new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted also there’s one working out so I’ll just merely click on brand-new now once you produce a lead we can actually click here and it will now open the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and then we have invite colleagues so from here I can welcome the employee we have add columns we have emails 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 upload files and after that 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.
attachments so this is how you develop a lead within your as soon as you’re made with this you can actually click go into and it will be closed now it will show you something like this we have all of our data gathered 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 pick various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is one of the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and create our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our basic Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine email and with merge email what occurs is I can actually produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really simple you can begin free of charge by just adding the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As an independent journalist, I have actually dealt with many customers, managed several projects simultaneously, and preserved an extensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a service, I checked out various platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, providing you a clear introduction of your communications with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to keep track of the progress and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from lead generation to project conclusion.
You can categorize contacts, create customized phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, boosting productivity and ensuring everyone remains on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop templates for common e-mail responses, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
provides a robust API and extensive designer documents, making it easy to incorporate with other tools and develop custom solutions.
This flexibility enables independent journalists with coding skills to extend the functionality of and customize it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to release.
You can create custom-made phases for various development phases, appoint jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, minimizing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a free version, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is paramount to your success. offers a instinctive and budget friendly option that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.