As an experienced freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and supporting customer relationships. In this article, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to use Import Data To Streak Crm for your customer relations partnership interaction and far more so let’s enter into it firstly 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 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 total newbie it will assist you customize an ideal process for your team and you will be able to get your work done now let’s in fact get into the process now is available as an extension and it’s entirely free so once you get to the site you’ll get this option 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 on contribute to Chrome click on ADD extension and your extension will be added 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 actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then 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 combines so you can see this resembles our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead gotten in touch with 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 want to include another stage you will click on this Plus on top and you will give your stage a name let’s state that you actually wanted to create another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick different colors for each of the stages however I believe all of these are really currently developed so this is really quite remarkable what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click on this plus here and we have totally free type a date check box drop down General email email tracking job calls and conferences 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 really missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date fine business’s size deal size and Business 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 developed by date created fans and more so I really want to opt for the developed.
by or possibly the followers due to the fact that I want to monitor my team members that are really following this so I will you know 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 lot of choices readily available within streak is in fact among the simplest and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my project once again if I didn’t wish to go for these sales if I finished with tasks then I can go with the job phases 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 also provide it various various colors we likewise 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 property assistance and custom-made So within our support you can see we have inbound appointed dealing with dealt with and sound this is in fact pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my organization 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 a staff member so I’m going to opt for the shared one here and click produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click on this drop down and we have manage phase or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include 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 say 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 include another lead let’s call it brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on new now when you create a lead we can really click here and it will now open up the different fields that we added so this is a brand-new Elite that I developed and we have all of these different 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 e-mails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even upload files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re finished with this you can in fact click on go into 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 two leads one contacted 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 option we have these three dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge email and with combine email what happens is I can actually create a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually easy you can begin for free by just adding the integration and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As a freelance journalist, I’ve worked with many clients, managed multiple tasks at the same time, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for an option, I checked out different platforms however found them to be either too intricate or too expensive 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 perfectly incorporates with Gmail, making it ideal for independent journalists who greatly rely on email communication. Here are some crucial advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear overview of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to manage and keep track of the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to project completion.
You can categorize contacts, produce custom-made stages, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with partnership by allowing you to share pipelines and interact with staff member within the platform.
You can assign tasks, share crucial emails, and work together in real-time, enhancing efficiency and making sure everybody stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop templates for typical e-mail reactions, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and substantial developer documentation, making it easy to incorporate with other tools and develop customized solutions.
This versatility enables freelance journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to deployment.
You can develop custom-made stages for various development phases, designate tasks to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, lessening the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Economical service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email communication.
As a self-employed reporter, managing your hiring process and client relationships is vital to your success. offers a user-friendly and economical service that flawlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.