As an experienced freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and supporting client relationships. In this article, I will delve into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to use Crm Email Address Streak for your customer relations cooperation interaction and a lot more so let’s enter into it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete beginner it will assist you tailor a best procedure for your team 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 entirely totally free so once 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 included 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 just check in ensure to sign.
into the same Gmail that you have included the uh you know 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 simple you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that 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 merges so you can see this is like our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on 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 really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know 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 market deal size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will give your stage a name let’s say that you really wanted to develop another um you know 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 actually choose different colors for each of the stages however I think all of these are really currently produced so this is actually pretty outstanding what I will do is I will actually eliminate 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 go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click this plus here and we have totally free type a date check box drop down General e-mail email tracking task 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 in fact missing out on and I’ll in fact reorganize and put the notes here okay e-mail thread count close date okay company’s size deal size and Company size all right let’s get rid of the business size and I’m gon na really discover something else within the basic where we have actually produced by date created followers and more so I in fact wish to opt for the created.
by or possibly the fans due to the fact that I wish to keep track of my employee 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 wanted for my pipeline now you can see there are a lot of options readily available within streak is really one of the simplest and one of the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my task once again if I didn’t wish to go for these sales if I did with jobs then I can opt for the task phases 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 likewise provide it various different colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search financier fundraising others real estate support and customized So within our assistance you can see we have incoming assigned working on fixed and noise this is actually pretty good and we also have custom where I can actually start something from the scratch completely according to my service for me we merely 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 an employee so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to develop 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 in fact click on this drop down and we have manage 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 the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on enter so now you can see we have one lead created let’s say that there is in fact 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 include another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just merely click brand-new now when you create a lead we can really click on this link and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can switch to the emails 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 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 really click on 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 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 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 personal alternative we have these 3 dots where we can discover these phases Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files likewise now I can change to my various folders that we have here and I can create 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 created we will even have our merge emails now with our so this is the combine email and with combine e-mail what takes place is I can really create a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually simple you can get going totally free by just adding the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a self-employed reporter, I have actually worked with various customers, managed several tasks simultaneously, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a service, I checked out various platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who greatly count on email communication. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to handle and keep track of the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from lead generation to task conclusion.
You can classify contacts, develop custom phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important e-mails, and work together in real-time, boosting productivity and making sure everyone remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce templates for typical e-mail responses, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and extensive developer paperwork, making it simple to integrate with other tools and construct custom-made services.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to implementation.
You can create custom phases for various development stages, assign tasks to staff member, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more cost effective solution, especially for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is vital to your success. deals a inexpensive and instinctive service that flawlessly integrates with Gmail, enabling you to improve 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 a perfect option for freelance journalists.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.