As a skilled freelance journalist, I comprehend the challenges of managing jobs, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Data Hygiene for your consumer relations partnership interaction and far more so let’s get into 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 contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete newbie it will help you personalize an ideal process for your group and you will be able to get your work done now let’s actually enter the process now is readily available as an extension and it’s entirely free so as soon as you get to the site you’ll get this choice 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 add to Chrome click ADD extension and your extension will be added fine it’s done and now it is contributing 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 just check in ensure to sign.
into the very 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 merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and updated reply and then we have this 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 resembles our new dashboard for here I’ll have the ability 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 produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out 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 email last email from lead Source concern industry offer size company size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will provide your phase a name let’s state that you in fact wished to produce another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick different colors for each of the stages however I think all of these are really currently developed so this is in fact quite impressive what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate 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 totally free form a date check box fall General e-mail e-mail 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 go with this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here fine email thread count close date alright company’s size deal size and Business size fine let’s get rid of the business size and I’m gon na really discover something else within the basic where we have actually developed by date created followers and more so I in fact want to choose the created.
by or possibly the followers since I wish to track 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 in fact one of the most convenient and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my project again if I didn’t want to opt for these sales if I did with projects then I can go with the job stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also offer it different various colors we likewise have business 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 investor fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound designated working on resolved and noise this is really pretty good and we likewise have customized 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 produce personal or.
shared so I will be sharing this with an employee 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 produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this fall and we have manage phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on 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 new and click get in so now you can see we have one lead produced 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 brand-new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a contacted too there’s one working out so I’ll just merely click new now as soon as you develop a lead we can really click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the employee we have add columns we have emails 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 submit files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your once 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 select various leads from here the stages and we can perform 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 alternative we have these 3 dots where we can find these stages Integrations and automation this is one of 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 custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail really quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can actually develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is really easy you can start for free by simply adding the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I have actually dealt with many clients, handled several jobs simultaneously, and maintained an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for a service, I explored various platforms but found them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who heavily count on e-mail interaction. Here are some key advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, providing you a clear summary of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to manage and monitor the development of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from lead generation to project conclusion.
You can classify contacts, produce customized phases, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with team members within the platform.
You can assign jobs, share essential e-mails, and collaborate in real-time, enhancing performance and making sure everyone remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create design templates for typical e-mail responses, schedule follow-ups, and set up reminders, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial developer paperwork, making it simple to integrate with other tools and construct custom options.
This versatility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to implementation.
You can develop customized phases for various development phases, appoint jobs to employee, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, lessening the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical solution, especially for freelancers and small companies.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email interaction.
As an independent journalist, managing your hiring process and client relationships is paramount to your success. deals a instinctive and inexpensive option that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.