As an experienced freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Streak Crm Beneficios for your customer relations cooperation communication and much more so let’s get into it firstly you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total newbie it will help you customize a perfect procedure for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s entirely complimentary so when you get to the site you’ll get this option 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 all right 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 merely check in make sure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this 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 combines so you can see this resembles our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will provide your phase a name let’s say that you actually wanted to create another um you understand phase 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 in fact choose different colors for each of the stages but I think all of these are actually already produced so this is actually quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo here and then we have working out with negotiating I can opt for 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 free form a date check box drop down General e-mail e-mail tracking task 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 choose this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here alright email thread count close date alright business’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have created by date created fans and more so I actually want to go for the created.
by or perhaps the followers because I wish to track my team members that are in fact following this so I will you know 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 great deal of alternatives available within streak is in fact one of the easiest and among the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t want to opt for these sales if I made with tasks then I can choose the job phases right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it various different colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others realty assistance and customized So within our assistance you can see we have actually inbound appointed dealing with fixed and sound this is in fact respectable and we likewise have custom where I can in fact start something from the scratch totally according to my service for me we simply have the sales so I’m gon na opt for the sales here and click on 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 on create now it will just take a second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click this drop down and we have handle phase or rename so as I proceed as I include 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 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 on get in so now you can see we have actually one lead developed 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 add another lead let’s call it 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 by doing this now you can see we have 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click new now when you create a lead we can in fact click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed remember and then we have invite teammates so from here I can welcome the employee we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even upload files and then we have the remarks 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 in fact 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 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 at the top you will have the ability to see we have private option we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for alerts for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail really quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the combine e-mail and with merge email what happens is I can in fact develop a follow-up e-mails and different storage emails here and we have active advises so using is truly simple you can begin totally free by just adding the integration and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a freelance reporter, I’ve worked with numerous clients, handled several projects at the same time, and preserved an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my mission for a service, 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 consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who greatly depend on email communication. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, providing you a clear overview of your interactions with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to manage and keep track of the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from lead generation to job completion.
You can categorize contacts, produce custom phases, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
helps with cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial emails, and work together in real-time, enhancing efficiency and guaranteeing everyone stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and build custom-made options.
This flexibility allows independent reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to release.
You can produce customized stages for different 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.
Intuitive interface and user friendly features, minimizing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and customization.
Affordable service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring process and client relationships is paramount to your success. deals a inexpensive and instinctive solution that flawlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or material developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.