As a skilled freelance journalist, I comprehend the challenges of managing projects, tracking leads, and supporting customer relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to use Compare Crm Of Freshworks Zoho And Streak for your consumer relations partnership communication and far more so let’s enter into it firstly you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete beginner it will assist you personalize an ideal process for your group and you will have the ability to get your work done now let’s in fact enter into the process now is available as an extension and it’s completely complimentary so as soon as 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 contribute to Chrome click on ADD extension and your extension will be added 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 check 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 access and we’re gon na just scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this brand-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 resembles our brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales 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 different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead called pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will provide your stage a name let’s say that you really wished to produce another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose different colors for each of the stages but I think all of these are in fact currently created so this is actually pretty outstanding what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are sort 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 really let’s get rid of the demo here and after that 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 on this plus here and we have complimentary form a date check box fall General email e-mail tracking job calls and conferences 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 in fact missing and I’ll actually rearrange and put the notes here alright e-mail thread count close date all right business’s size offer size and Company size all right let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually developed by date created followers and more so I actually want to opt for the developed.
by or possibly the followers because I want to track 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 desired for my pipeline now you can see there are a great deal of choices available within streak is in fact one of the easiest and one of the most uh you know flexible 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 made with tasks then I can go with the job stages right here and once 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 likewise offer it various different colors we likewise have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others property assistance and custom So within our assistance you can see we have inbound assigned working on dealt with and noise this is really respectable and we also have custom-made where I can in fact start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click produce 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 on create now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click on this fall and we have handle phase or rename so as I continue as I include different 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 new and click enter so now you can see we have one lead produced 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 brand-new I’m going to include another lead let’s call it brand-new two 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 2 leads then let’s state there was a called as well there’s one negotiating so I’ll just merely click on 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 included so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and then we have invite colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here 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 when you’re made with this you can in fact click enter 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 2 leads one contacted 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 perform bulk actions such as deleting and sharing too uh one more 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 discover these stages Integrations and automation this is one of the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files similarly 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 basic Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with merge e-mail what occurs is I can actually create a follow-up emails and various storage e-mails here and we have active instructs so using is really simple you can get started for free by just including the combination and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it associates with. As an independent reporter, I’ve worked with numerous clients, handled multiple projects simultaneously, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a solution, I explored numerous platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to job conclusion.
You can classify contacts, create customized phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial e-mails, and collaborate in real-time, enhancing productivity and making sure everybody stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and develop custom-made services.
This flexibility permits self-employed reporters with coding skills to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software advancement jobs, from ideation to release.
You can develop custom-made stages for different advancement phases, assign tasks to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use functions, reducing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more affordable option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Features and Complexity:.
supplies a more detailed suite of functions, consisting of 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 smooth integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a self-employed journalist, handling your hiring process and customer relationships is vital to your success. offers a budget-friendly and instinctive service that perfectly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, author, or editor developer, 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 effect of Streak CRM in your freelance journalism endeavors.