As an experienced freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to use Streak Sales Vs Streak Crm for your customer relations cooperation communication and a lot 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 kind 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 actually fantastic and I’ll show you how to do that as a complete newbie it will assist you personalize a best process for your group and you will be able to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s totally totally free so as soon as you get to the website you’ll get this alternative here which is contribute 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 add to Chrome click ADD extension and your extension will be included fine it’s done and now it is contributing 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 just sign in make certain 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 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 viewed all tracked e-mails and updated reply and after that we have this brand-new alternative 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 produce a brand-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 various options first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will provide your stage a name let’s say that you really wanted to produce another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually pick different colors for each of the stages however I believe all of these are really already created so this is really quite excellent what I will do is I will really eliminate 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 2 what I’ll do is really let’s get rid of the demo here and then we have working out 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 various fields that you desire so you will click on this plus here and we have complimentary kind a date check box drop down General email e-mail tracking task calls and meetings so I do not 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 actually missing and I’ll really reorganize and put the notes here fine email thread count close date all right company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have produced by date developed fans and more so I in fact wish to go for the created.
by or possibly the followers due to the fact that I wish to monitor my team members that are really 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 choices readily available within streak is actually among the easiest and among 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 wish to go for these sales if I did with projects then I can go with 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 likewise provide it different various colors we also have organization Dev here you can see then we have hiring so if you do working with 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 inbound appointed dealing with resolved and noise this is actually pretty good and we likewise have custom where I can actually start something from the scratch totally according to my company for me we simply have the sales so I’m gon na go with the sales here and click 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 develop now it will just take a second for a street to create 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 actually click on this fall and we have manage phase or relabel so as I proceed 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 add a box in the lead area here and let’s simply call it new and click enter so now you can see we have one lead developed let’s state that there is really 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 actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two 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 create a lead we can really click here and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks 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 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 as soon as you’re made 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 gathered here and at the top we’re getting our account such as 2 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 one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these phases Combinations and automation this is among the important ones click here and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and produce 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 change to our easy Gmail extremely easily from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail and with combine e-mail what occurs is I can really develop a follow-up e-mails and different storage emails here and we have active advises so using is actually easy you can get going totally free by simply adding the integration and now you understand how to use as a complete 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 associates with. As a freelance reporter, I’ve worked with various customers, handled several projects all at once, and preserved a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who greatly rely on email interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, providing you a clear summary of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from lead generation to task conclusion.
You can classify contacts, develop custom phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential emails, and work together in real-time, boosting efficiency and ensuring everyone stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for typical email actions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and comprehensive designer documentation, making it simple to integrate with other tools and construct custom-made services.
This versatility allows self-employed journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to deployment.
You can develop custom phases for various advancement phases, designate tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly features, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As an independent journalist, handling your hiring process and customer relationships is critical to your success. offers a instinctive and inexpensive service that seamlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.