As a seasoned freelance journalist, I understand the challenges of managing tasks. Download Streak Crm App …tracking leads, and supporting client relationships. Throughout the years, I have actually try out different tools to improve my workflow and improve effectiveness. One tool that has really transformed my hiring process. In this article, I will look 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 invite back in this video I will be revealing you how to utilize Download Streak Crm App for your customer relations partnership interaction and a lot more so let’s enter into it firstly you need to go to streak.com and you will land on this website right here now is a type 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 truly fantastic and I’ll reveal you how to do that as a total beginner it will assist you tailor a best procedure for your group and you will be able to get your work done now let’s really enter the process now is available as an extension and it’s entirely free so when you get to the site you’ll get this alternative here which is contribute 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 on contribute to Chrome click ADD extension and your extension will be included 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 merely check in make certain to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-new alternative 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 be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will give your stage a name let’s say that you actually wished to develop another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose various colors for each of the stages but I believe all of these are in fact currently developed so this is really pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the very 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 actually let’s get rid of the demo here and then we have negotiating with negotiating I can go with 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 different fields that you want so you will click this plus here and we have totally free form a date check box fall General email email tracking job calls and conferences so I don’t 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 really missing and I’ll in fact reorganize and put the notes here okay e-mail thread count close date fine company’s size deal size and Company size okay let’s get rid of the company size and I’m gon na really find something else within the basic where we have produced by date developed fans and more so I in fact wish to go for the created.
by or perhaps the followers since I wish to keep an eye on my employee 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 great deal of options available within streak is actually one of the simplest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t wish to go for these sales if I made with projects then I can choose the job stages right here and again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also give it different different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others realty support and customized So within our assistance you can see we have actually inbound designated dealing with fixed and noise this is actually pretty good and we likewise have custom-made where I can really start something from the scratch totally according to my service for me we just have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will simply take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can really click this fall and we have manage stage or rename 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 add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead developed let’s state that there is in fact 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 2 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 this way now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just simply click brand-new now once you create a lead we can actually click here and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit 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.
attachments so this is how you develop a lead within your when you’re finished with this you can actually click go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 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 too uh another thing with srix on top you will be able to see we have personal option we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files likewise 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 very quickly from here and it will also show 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 merge email and with merge e-mail what occurs is I can actually produce a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually simple you can start free of charge by just adding the combination and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I have actually dealt with numerous clients, handled multiple tasks all at once, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my quest for a service, I explored numerous platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, providing you a clear overview of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to monitor the development and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to job completion.
You can classify contacts, produce customized phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, enhancing productivity and guaranteeing everybody remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can create design templates for typical e-mail reactions, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and build custom-made solutions.
This flexibility enables freelance journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to implementation.
You can create custom stages for various advancement phases, designate tasks to employee, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, lessening the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more economical option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and client relationships is critical to your success. offers a user-friendly and cost effective service that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career 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.