As a skilled freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be showing you how to utilize Disadvantages Of Streak Crm for your client relations partnership communication and much more so let’s get into it firstly you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total novice it will help you tailor a perfect process for your team and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s completely complimentary so once you get to the site you’ll get this alternative here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click on add to Chrome click ADD extension and your extension will be added fine it’s done and now it is adding to Gmail and it will take me straight 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 same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and then we have this brand-new option 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 brand-new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click on new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top 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 on this Plus at the top and you will give your phase a name let’s state that you really wanted to create another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact pick different colors for each of the stages however I believe all of these are in fact already produced so this is actually quite impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are type of like the same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and then we have negotiating 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 different fields that you want so you will click on this plus here and we have totally free type a date check box fall 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 offer size and Business size all right let’s get rid of the company size and I’m gon na really discover something else within the general where we have created by date produced followers and more so I in fact want to opt for the created.
by or maybe the fans since I want to keep track of my staff member that are really 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 options available within streak is actually one of the simplest and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my job again if I didn’t want to go for these sales if I finished with jobs then I can go with the project phases right here and again the fields the procedure 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 phases task search financier fundraising others property assistance and customized So within our support you can see we have actually inbound appointed dealing with fixed and sound this is in fact respectable and we also have customized where I can really start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have manage stage or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click 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 on go into so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can in fact open this up in a 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 2 leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click on brand-new now once you produce a lead we can in fact click here and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have welcome colleagues so from here I can welcome the employee we have include columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even publish 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 develop a lead within your when you’re done with this you can really click get in 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 various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices 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 switch to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what occurs is I can actually develop a follow-up e-mails and various storage e-mails here and we have active advises so using is actually easy you can get started totally free by simply adding the combination and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a self-employed journalist, I have actually dealt with various clients, handled multiple projects at the same time, and preserved an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my quest for an option, I checked out different platforms however 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance journalists who greatly count on e-mail interaction. Here are some key benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to keep track of the progress and manage of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from list building to job completion.
You can categorize contacts, create custom phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial e-mails, and collaborate in real-time, improving efficiency and making sure everyone remains on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop templates for typical email actions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to integrate with other tools and build custom-made services.
This versatility enables independent reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to deployment.
You can develop customized phases for various development stages, appoint tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable solution, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
As an independent journalist, handling your hiring process and client relationships is critical to your success. offers a cost effective and instinctive service that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, author, or content 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 effect of Streak CRM in your freelance journalism ventures.