As a seasoned freelance reporter, I understand the challenges of handling jobs, tracking leads, and supporting client relationships. In this article, I will delve 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 men welcome back in this video I will be revealing you how to utilize Microsoft Crm Vs Streak for your customer relations collaboration interaction and much more so let’s enter it to start with you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete novice it will help you tailor an ideal process for your team and you will have the ability to get your work done now let’s actually get into the procedure now is offered as an extension and it’s entirely complimentary so when you get to the website you’ll get this option here which is add 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 add to Chrome click on 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 just sign in make sure to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this brand-new choice which is the pipeline so if I click 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 have the ability 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 produce a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options first off we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size business size close rate email 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 offer your stage a name let’s say that you really wanted to develop 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 provide it your color so we can in fact pick different colors for each of the stages but I think all of these are actually currently developed so this is actually pretty remarkable what I will do is I will really 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 go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have complimentary kind a date check box fall General e-mail email tracking task calls and meetings 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 reorganize and put the notes here fine email thread count close date okay company’s size deal size and Company size alright let’s get rid of the company size and I’m gon na really find something else within the basic where we have produced by date produced followers and more so I really wish to choose the developed.
by or possibly the fans since I wish to track my employee that are actually following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives offered within streak is in fact one of the easiest and one of the most uh you know flexible out there it’s very 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 made with jobs then I can choose the task phases right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also give it different different colors we also have business 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 realty assistance and customized So within our support you can see we have actually inbound appointed working on fixed and noise this is actually pretty good and we also have custom-made where I can in fact start something from the scratch totally according to my organization for me we just have the sales so I’m gon na go with 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 on produce now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability 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 continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have one lead created let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new two 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 by doing this now you can see we have two leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click on new now as soon as you create a lead we can in fact click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can welcome the team members we have add columns we have emails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re finished with this you can actually click go into 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 called 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can discover these stages Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine email 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 instructs so utilizing is actually simple you can start for free by just adding the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed journalist, I’ve dealt with numerous customers, managed numerous projects all at once, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a service, I checked out numerous platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who heavily rely on email interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, offering you a clear summary of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to manage and monitor the development of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to job conclusion.
You can classify contacts, develop custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important e-mails, and collaborate in real-time, improving performance and ensuring everyone remains on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can produce design templates for common e-mail responses, schedule follow-ups, and established tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to integrate with other tools and build custom-made services.
This flexibility allows freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to implementation.
You can produce custom-made stages for different advancement phases, appoint tasks to employee, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more comprehensive suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. offers a budget-friendly and intuitive option that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced 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 writer, material, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.