As an experienced freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this short article, I will dive into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to use Zapier Streak Vs Streak Crm for your consumer relations partnership communication and far more so let’s get into it first of all you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total novice it will assist you tailor a best procedure for your team and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s completely free so when you get to the site you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be included alright it’s done and now it is adding 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 simply check in make certain 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 allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this brand-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 merges so you can see this resembles our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce 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 choose 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 supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will give your stage a name let’s say that you really wanted to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact choose various colors for each of the stages however I think all of these are in fact already developed so this is actually quite remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo here and after that we have negotiating 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 on this plus here and we have complimentary kind a date check box fall General e-mail email 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 go with this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here all right email thread count close date alright business’s size offer size and Company size okay let’s eliminate the business size and I’m gon na really find something else within the general where we have actually produced by date created followers and more so I actually wish to choose the produced.
by or maybe the fans since I wish 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 desired for my pipeline now you can see there are a lot of options offered within streak is really among the simplest and among the most uh you understand 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 go for these sales if I finished with jobs then I can go with the task stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also give it various different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others property support and custom So within our support you can see we have actually inbound designated dealing with dealt with and noise this is in fact respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a team member 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 create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click this fall and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include 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 just call it new and click on get in so now you can see we have one lead developed let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just merely click on new now when you produce a lead we can really click on this link and it will now open the various 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 produced keep in mind and after that we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and remarks 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 conference notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can actually click on get in 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can select 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 three dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability 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 extremely quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail very quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the combine e-mail and with merge email what occurs is I can in fact create a follow-up emails and various storage emails here and we have active instructs so utilizing is actually simple you can get started free of charge by just adding the integration and now you understand how to utilize as a complete novice don’t.
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 self-employed reporter, I have actually worked with many clients, handled numerous tasks simultaneously, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my mission for a solution, I explored various platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, 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 perfect for self-employed journalists who heavily rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to handle and keep track of the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from list building to job completion.
You can classify contacts, create custom stages, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential e-mails, and collaborate in real-time, enhancing performance and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and develop custom-made services.
This flexibility enables independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to release.
You can create custom-made stages for different development phases, appoint jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget-friendly service, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
provides a more detailed suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. offers a budget friendly and intuitive solution that perfectly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.