As an experienced freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Streak And Motion Ai Chatbot Enabled Crm for your customer relations collaboration interaction and much more so let’s get into it to start with you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub 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 complete newbie it will assist you customize an ideal process for your team and you will have the ability to get your work done now let’s actually enter into the process now is available as an extension and it’s totally complimentary so once you get to the website you’ll get this option 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 on ADD extension and your extension will be included alright 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 sign in ensure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your gain access to 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 basic you understand folders we are getting just recently seen all tracked e-mails and upgraded 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 dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will provide your phase a name let’s state that you actually wanted to produce another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually select various colors for each of the stages however I think all of these are actually already developed so this is really quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are sort of like the very same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo here and then we have negotiating 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 desire so you will click on this plus here and we have complimentary form a date check box fall General e-mail e-mail tracking job calls and meetings 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 actually missing out on and I’ll really rearrange and put the notes here alright email thread count close date okay business’s size offer size and Business size alright let’s get rid of the business 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 really wish to choose the created.
by or possibly the followers since I wish to monitor my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of options readily available within streak is actually one of the most convenient and among the most uh you know flexible out there it’s really easy to use with templates we have projects too within my job once again if I didn’t wish to opt for these sales if I finished with jobs then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it various various colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others realty assistance and customized So within our support you can see we have incoming appointed dealing with resolved and noise this is really pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click on create personal 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 create now it will simply take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can in fact click this fall and we have manage phase or relabel so as I continue as I add different 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 include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click get in so now you can see we have actually one lead created 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 brand-new I’m going to add another lead let’s call it brand-new 2 we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just merely click on brand-new now once you produce a lead we can in fact click here and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can welcome the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even upload files and then 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 produce a lead within your as soon as you’re made with this you can actually click enter and it will be closed now it will show you something like this we have all of our information gathered 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 also uh another thing with srix at the top you will be able to see we have private option we have these 3 dots where we can find these stages Combinations and automation this is among the essential ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what happens is I can in fact develop a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can get going for free by simply adding the combination and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a freelance journalist, I’ve worked with various customers, handled numerous tasks all at once, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for a solution, I checked out different platforms however discovered them to be either too complicated or too costly 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 flawlessly incorporates with Gmail, making it ideal for self-employed reporters who greatly depend on e-mail communication. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails easily, providing 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 manage and monitor the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from list building to job conclusion.
You can categorize contacts, create custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial e-mails, and collaborate in real-time, boosting productivity and making sure everyone remains on the same page.
Personalized Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop design templates for typical email actions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive developer paperwork, making it easy to incorporate with other tools and construct customized options.
This flexibility permits freelance journalists with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline function can be adapted to manage software development jobs, from ideation to release.
You can develop custom-made phases for different development stages, assign tasks to staff member, and track development effectively.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
offers a more budget friendly service, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Integration:.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email communication.
Conclusion:.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. deals a intuitive and inexpensive option that seamlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.