As an experienced freelance reporter, I comprehend the difficulties of managing tasks, tracking leads, and supporting client relationships. In this short article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to utilize Demographics Streak Crm for your consumer relations collaboration interaction and far more so let’s enter it firstly you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total newbie it will help you tailor a perfect procedure for your group and you will be able to get your work done now let’s in fact get into the process now is offered as an extension and it’s completely totally free so when you get to the site you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be included 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 simply sign in make sure to sign.
into the 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 permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen 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 brand-new control panel for here I’ll be able to develop 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 brand-new pipeline let’s actually do that you will click new pipeline here and we have various choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will provide your stage a name let’s state that you actually wished to create another um you understand stage 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 choose various colors for each of the stages however I believe all of these are in fact already produced so this is really quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are sort of like the exact 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 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 different fields that you desire so you will click on this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking task calls and conferences so I don’t 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 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 e-mail thread count close date alright company’s size deal size and Business size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually produced by date developed followers and more so I in fact want to opt for the produced.
by or maybe the fans since I want to keep track of my team members that are actually 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 options readily available within streak is actually one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t want to opt for these sales if I did with projects then I can opt for the project phases right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it various various colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others real estate assistance and custom So within our assistance you can see we have actually inbound assigned working on dealt with and sound this is really respectable and we also have customized where I can actually start something from the scratch completely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can actually click this fall and we have handle stage 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 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 go into so now you can see we have actually one lead produced let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click new now as soon as you produce a lead we can actually click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and after that we have invite teammates so from here I can invite the staff member we have include columns we have emails 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 after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re finished with this you can really click enter and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can pick different 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 have the ability to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is among the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our easy Gmail very quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge e-mail and with combine e-mail what takes place is I can really develop a follow-up emails and different storage emails here and we have active advises so utilizing is truly easy you can get going for free by just including the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As a freelance reporter, I’ve worked with many customers, managed numerous projects concurrently, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a solution, I explored numerous platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail interaction. Here are some key advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, offering you a clear overview of your interactions with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to handle and keep track of the development of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to project conclusion.
You can classify contacts, produce customized phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential e-mails, and work together in real-time, enhancing efficiency and ensuring everyone remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create templates for common e-mail actions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial developer paperwork, making it simple to incorporate with other tools and develop custom services.
This flexibility enables self-employed reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application development jobs, from ideation to implementation.
You can create custom stages for different advancement phases, appoint tasks to employee, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, reducing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more affordable option, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
offers a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. deals a instinctive and inexpensive solution that perfectly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.