As a seasoned freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to utilize What Are Deals In Streak Crm for your consumer relations collaboration communication and a lot more so let’s enter into it first off you need 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 easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete newbie it will help you personalize a perfect 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 available as an extension and it’s entirely free so when you get to the site you’ll get this option here which is add 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 on contribute to Chrome click ADD extension and your extension will be added fine it’s done and now it is adding 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 ensure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after adding 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 alternative 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 resembles our new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will provide your stage a name let’s say that you in fact wanted to produce another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually select various colors for each of the stages however I think all of these are in fact currently developed so this is actually 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 believe pitched and demonstration are type of like the exact same thing we simply 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 demonstration here and then 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 desire so you will click this plus here and we have totally free form a date check box fall General email e-mail tracking job calls and meetings 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 choose this one here this is the field that was really missing and I’ll really reorganize and put the notes here all right email thread count close date alright business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually created by date created followers and more so I in fact want to go for the developed.
by or perhaps the followers due to the fact that I want to track my employee that are really 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 lot of options available within streak is really one of the easiest and among the most uh you know 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 made with tasks then I can choose the task 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 also offer it various various colors we likewise 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 phases job search financier fundraising others property support and custom So within our support you can see we have incoming assigned working on solved and sound this is actually respectable and we likewise have custom where I can actually start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to choose 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 actually looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle stage or rename so as I proceed as I add 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 include a box in the lead area here and let’s just call it new and click get in so now you can see we have one lead produced let’s say that there is in fact 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 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now once you create a lead we can actually click on this link and it will now open up the various fields that we added so this is a new Elite that I produced 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 employee 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 comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your once 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 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 deleting and sharing also uh another thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail very easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what occurs is I can really develop a follow-up e-mails and various storage emails here and we have active instructs so using is actually easy you can begin free of charge by just including the integration and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance journalist, I have actually dealt with various clients, handled numerous tasks all at once, and maintained a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a solution, I checked out various platforms however found them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, giving you a clear summary of your interactions with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from lead generation to job completion.
You can categorize contacts, develop custom phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can assign tasks, share crucial e-mails, and work together in real-time, enhancing efficiency and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can create templates for typical email actions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and construct customized solutions.
This versatility allows independent journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to release.
You can develop customized phases for various development phases, designate jobs to team members, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, lessening the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and personalization.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more inexpensive option, especially for freelancers and small companies.
HubSpot has a free version, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
provides a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
As a self-employed reporter, handling your hiring process and customer relationships is critical to your success. offers a instinctive and budget-friendly option that seamlessly 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 simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.