As a seasoned freelance reporter, I understand the difficulties of handling projects, tracking leads, and nurturing client relationships. In this article, I will dive into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to utilize Streak Crm Iphone for your client relations collaboration communication and far more so let’s get into it first off you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total beginner it will help you tailor a best procedure for your team and you will be able to get your work done now let’s actually get into the procedure now is available as an extension and it’s totally complimentary so once you get to the site you’ll get this choice 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 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 just sign in make certain to sign.
into the very same Gmail that you have 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 appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then 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 brand-new control panel for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s really do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will offer your stage a name let’s state that you really wanted to produce another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually choose various colors for each of the stages however I think all of these are actually currently developed so this is actually quite excellent what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are kind 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 really let’s eliminate the demo here and then we have working out with negotiating I can choose 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 want so you will click this plus here and we have totally free form a date check box drop down General email e-mail tracking task calls and conferences so I do not 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 choose this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here alright email thread count close date okay business’s size offer size and Company size okay let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have produced by date created fans and more so I really wish to go for the produced.
by or maybe the fans since I wish to keep an eye on my team members that are in fact 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 alternatives readily available within streak is really among the easiest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my task again if I didn’t want to opt for these sales if I finished with projects then I can opt for the project stages right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also provide it different different colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others realty assistance and custom So within our support you can see we have actually incoming appointed working on resolved and sound this is actually respectable and we also have custom where I can actually start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on create now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can actually click this fall and we have manage phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have actually one lead developed let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it 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 two leads then let’s say there was a called too there’s one negotiating so I’ll just merely click on new now when you produce a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can welcome the employee we have include columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even upload 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.
accessories so this is how you produce a lead within your as soon as you’re done with this you can actually click on enter and it will be closed now it will show you something like this we have all of our information 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 choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find 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 data for notices for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what occurs is I can in fact create a follow-up emails and various storage emails here and we have active advises so using is truly simple you can begin for free by simply including the combination and now you understand how to utilize as a complete novice do not.
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 relates to. As an independent reporter, I have actually dealt with many clients, managed several jobs concurrently, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my mission for a solution, I checked out various platforms but found them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to manage and keep track of the progress of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from lead generation to task completion.
You can categorize contacts, develop custom phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential e-mails, and team up in real-time, enhancing performance and making sure everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce templates for common email reactions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to incorporate with other tools and develop custom-made options.
This versatility enables independent journalists with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to deployment.
You can produce custom phases for various advancement phases, appoint tasks to team members, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget friendly solution, particularly for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email communication.
As a freelance journalist, handling your hiring procedure and customer relationships is vital to your success. offers a instinctive and budget friendly service that flawlessly integrates with Gmail, enabling you to streamline your operations and concentrate 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 a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.