As an experienced freelance reporter, I understand the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to utilize Agile Vs Streak Crm for your consumer relations cooperation communication and far more so let’s enter into it to start with you require to go to streak.com and you will arrive at this site right here now is a sort 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 fantastic and I’ll reveal you how to do that as a complete beginner it will assist you tailor a best procedure for your group and you will be able to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s completely totally free so once 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 add to Chrome click on ADD extension and your extension will be included alright 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 sign in make certain to sign.
into the very 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 merely scroll down and click on allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this new option 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 new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have various alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead called pitched demonstration working out 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 e-mail from lead Source concern industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will give your phase a name let’s say that you actually wished to develop another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually select different colors for each of the stages however I believe all of these are really currently developed so this is in fact pretty 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 demo are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of 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 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 on this plus here and we have free kind a date check box drop down General e-mail 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 opt for this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here all right e-mail thread count close date okay company’s size offer size and Company size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually created by date created followers and more so I really wish to opt for the produced.
by or perhaps the fans due to the fact that I want to track my team members 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 choices readily available within streak is actually one of the most convenient and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t want to choose these sales if I did with projects then I can opt for the job phases right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise provide it different different colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others realty assistance and custom-made So within our support you can see we have actually inbound appointed dealing with solved and noise this is in fact pretty good and we also have customized where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose 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 create now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can actually click on this fall and we have manage phase or rename so as I proceed as I include various 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 on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click go into so now you can see we have actually one lead developed let’s state 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 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 state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click new now as soon as you develop a lead we can really click on this link 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 various columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re finished with this you can really click get in and it will be closed now it will reveal you something like this we have all of our information collected 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 erasing and sharing too uh another thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually simple you can get going free of charge by just adding the combination and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with numerous customers, handled numerous jobs at the same time, and kept a comprehensive network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a central system to simplify my operations.
In my quest for a service, I explored numerous platforms but found them to be either too expensive or too complicated 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 customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who greatly depend on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to project completion.
You can classify contacts, develop customized stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
assists in cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can assign jobs, share important emails, and team up in real-time, improving productivity and ensuring everyone remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop design templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and develop custom-made solutions.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and customize it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to deployment.
You can develop custom phases for various development phases, designate tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more inexpensive solution, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail communication.
As a freelance reporter, managing your hiring procedure and client relationships is paramount to your success. offers a intuitive and cost effective option that perfectly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.