As a skilled freelance reporter, I understand the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be showing you how to utilize Streak Crm Careers for your customer relations collaboration interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total newbie it will help you tailor a perfect process for your team and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s completely totally free so when you get to the site you’ll get this alternative here which is add 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 add to Chrome click on 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 sign in make sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this brand-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 merges so you can see this resembles our brand-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 hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various options firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have 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 email last email from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus on top and you will provide your stage a name let’s say that you actually wished to produce another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually select various colors for each of the stages however I believe all of these are in fact currently produced so this is in fact quite remarkable what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration 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 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 complimentary type a date check box drop down General email email tracking task calls and meetings so I do not 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here okay email thread count close date all right company’s size deal size and Company size fine let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have produced by date developed fans and more so I really want to go for the developed.
by or maybe the followers due to the fact that I wish to monitor my staff member 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 wanted for my pipeline now you can see there are a lot of alternatives offered within streak is actually one of the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t wish to opt for these sales if I made with jobs then I can go with the project phases 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 also give it various various colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others realty support and customized So within our support you can see we have incoming designated working on solved and noise this is really pretty good and we likewise have custom where I can in fact 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 produce 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 on develop now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here include a box so click 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 one lead developed let’s state 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 new two we can really open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a called also there’s one negotiating so I’ll just merely click brand-new now once you develop a lead we can actually click on this link and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish 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.
attachments so this is how you create a lead within your as soon as you’re made with this you can in fact click on 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 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 also uh another thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can find these stages Combinations and automation this is among the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can likewise 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 different folders that we have here and I can create a new pipeline we can change 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 actually created we will even have our combine emails now with our so this is the merge email and with combine e-mail what occurs is I can actually produce a follow-up emails and various storage emails here and we have active advises so utilizing is truly simple you can start for free by just including the combination and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As a self-employed reporter, I have actually dealt with various clients, handled several jobs simultaneously, and maintained an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I checked out different platforms however found them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who heavily rely on email interaction. Here are some key advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to handle and keep track of the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from list building to task completion.
You can classify contacts, create custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential e-mails, and collaborate in real-time, boosting performance and ensuring everybody stays on the same page.
Customizable Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and extensive developer paperwork, making it easy to integrate with other tools and build custom solutions.
This flexibility permits independent journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software development tasks, from ideation to implementation.
You can create custom phases for different development stages, assign tasks to employee, and track development effectively.
Pros and Cons of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, lessening the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Expense:.
provides a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Combination:.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail communication.
Conclusion:.
As an independent journalist, handling your hiring process and client relationships is vital to your success. deals a budget friendly and instinctive solution that perfectly incorporates with Gmail, allowing you to streamline your operations and concentrate 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 an ideal choice for freelance reporters.
Whether you’re an editor, material, or author creator, 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 ventures.