As an experienced freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Crm Starter Kit Streak for your customer relations cooperation communication and far more so let’s enter into it first of all you need 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 basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total beginner it will assist you personalize a perfect process for your group and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s entirely free so as soon as you get to the site you’ll get this alternative here which is add to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click ADD extension and your extension will be added all right 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 exact 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 just scroll down and click on allow after including 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 emails and updated reply and after that we have this 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 merges so you can see this is like our new dashboard for here I’ll be able to develop a 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 new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating 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 email from lead Source priority industry offer size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will provide your phase a name let’s state that you really wished to develop another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose various colors for each of the stages however I think all of these are really currently created so this is actually quite remarkable what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that we have negotiating with negotiating I can go with 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 desire so you will click on this plus here and we have free kind a date check box drop down General e-mail e-mail tracking task calls and meetings 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 choose this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here all right email thread count close date okay business’s size offer size and Business size all right let’s get rid of the business size and I’m gon na really find something else within the general where we have produced by date created fans and more so I in fact wish to go for the produced.
by or possibly the followers because I want to monitor my employee that are really 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 great deal of choices readily available within streak is really among the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t want to opt for these sales if I did with jobs then I can opt for the project phases right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it different various colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others property assistance and customized So within our assistance you can see we have incoming appointed dealing with fixed and noise this is really pretty good and we likewise have custom-made where I can really start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click on produce private 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 produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can really click this drop down and we have handle phase or rename so as I continue as I add 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 on ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click go into so now you can see we have one lead developed let’s say that there is actually 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 brand-new two we can in fact open this up in a 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 state there was a contacted also there’s one negotiating so I’ll just merely click on brand-new now as soon as you produce a lead we can really 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 developed and we have all of these various columns we have the fields that we produced remember and after that we have invite teammates so from here I can invite the team members we have add 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 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.
accessories so this is how you create a lead within your as soon as you’re made with this you can in fact click on enter and it will be closed now it will reveal 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 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 erasing and sharing as well uh another thing with srix on top you will be able to see we have private option we have these three dots where we can find these phases Combinations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge e-mail and with merge email what happens is I can really create a follow-up emails and various storage e-mails here and we have active instructs so utilizing is actually easy you can begin totally free by simply adding the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a self-employed reporter, I’ve worked with many customers, handled multiple projects all at once, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my mission for an option, I checked out different platforms however found them to be either too costly or too complex 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 customer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who heavily rely on email communication. Here are some essential benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, providing you a clear summary of your communications with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to handle and keep track of the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to job completion.
You can categorize contacts, develop custom phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important emails, and team up in real-time, enhancing efficiency and ensuring everybody stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop templates for typical email responses, schedule follow-ups, and established pointers, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer documents, making it simple to incorporate with other tools and construct customized services.
This versatility enables self-employed reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to implementation.
You can develop customized stages for different advancement stages, assign tasks to staff member, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use functions, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more economical solution, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent reporter, handling your hiring procedure and customer relationships is critical to your success. deals a instinctive and economical solution that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or material 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 impact of Streak CRM in your freelance journalism endeavors.