As a skilled freelance journalist, I understand the difficulties of handling tasks, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Documentation for your customer relations partnership communication and much more so let’s enter it first of all you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add 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 incredible and I’ll show you how to do that as a complete novice it will assist you tailor an ideal process for your group and you will have the ability to get your work done now let’s actually enter the procedure now is offered as an extension and it’s totally free so once you get to the site you’ll get this choice here which is add 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 contribute to Chrome click on 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 simply check in make sure 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 simply scroll down and click permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and updated reply and then 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 merges so you can see this resembles our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on 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 really we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will provide your stage a name let’s say that you in fact wished to create another um you understand stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really select different colors for each of the stages but I believe all of these are actually currently created so this is really pretty remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are type of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have totally free form a date check box fall General email e-mail tracking task calls and conferences so I do not 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 actually missing out on and I’ll in fact rearrange and put the notes here alright email thread count close date okay business’s size offer size and Company size alright let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually produced by date produced followers and more so I really wish to choose the developed.
by or possibly the fans because I wish to track my team members that are really following this so I will you understand 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 choices offered within streak is actually among the simplest and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t want to go for these sales if I did with projects then I can choose the task phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also give it different different colors we likewise have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others property support and customized So within our assistance you can see we have incoming appointed working on dealt with and sound this is really respectable and we likewise have customized where I can really start something from the scratch completely according to my business for me we simply have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click on this drop down and we have manage stage or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click on enter so now you can see we have one lead created 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 really 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 two leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on brand-new now when you produce a lead we can in fact click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced remember and then we have invite teammates so from here I can invite the employee we have include columns we have emails files and comments you can switch 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 comments 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 when you’re made 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 collected here and at the top we’re getting our account such as two leads one gotten in touch with 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 carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail very easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with combine email what takes place is I can actually develop a follow-up emails and various storage emails here and we have active advises so using is actually simple you can get going free of charge by simply including the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a self-employed journalist, I have actually worked with numerous clients, managed numerous projects concurrently, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my mission for an option, I explored numerous platforms but found them to be either too costly or too intricate 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 flawlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to keep track of the development and handle of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to task completion.
You can categorize contacts, develop custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with partnership by enabling you to share pipelines and interact with employee within the platform.
You can assign tasks, share essential emails, and collaborate in real-time, enhancing productivity and guaranteeing everyone remains on the exact 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 responses, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software development. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to incorporate with other tools and construct custom-made options.
This flexibility enables independent journalists with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to release.
You can create custom-made stages for various development phases, assign jobs to staff member, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly functions, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more inexpensive service, especially for freelancers and small companies.
HubSpot has a complimentary version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail communication.
As an independent reporter, handling your hiring process and client relationships is vital to your success. deals a user-friendly and budget-friendly service that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.