As a seasoned freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Features List for your consumer relations collaboration interaction and far more so let’s enter it first off you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete novice it will help you tailor a perfect procedure for your team and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this alternative 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 on add to Chrome click on ADD extension and your extension will be added all right 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 simply sign in ensure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and after that 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 produce a new pipeline we have our sales orders sales once 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 different choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus on top and you will give your stage a name let’s state that you actually wanted to produce another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really pick different colors for each of the stages but I believe all of these are really already developed so this is really pretty excellent what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that we have negotiating 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 desire so you will click this plus here and we have complimentary type 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 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 go with this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date alright business’s size deal size and Company size okay let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have created by date created followers and more so I actually wish to choose the developed.
by or possibly the followers since I want to keep track of my staff member that are really 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 alternatives offered within streak is actually among the easiest and among the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my task once again if I didn’t want to opt for these sales if I finished with tasks then I can choose the task stages right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it various different colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others realty support and custom-made So within our support you can see we have incoming appointed dealing with solved and sound this is actually pretty good and we also have custom-made where I can actually start something from the scratch totally according to my business for me we merely have the sales so I’m gon na opt for the sales here and click 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 on create now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead produced 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 new I’m going to add another lead let’s call it new two we can in fact open this up in a brand-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 2 leads then let’s state there was a called also there’s one negotiating so I’ll just simply click on brand-new now as soon as you develop a lead we can really click here and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and after that we have welcome teammates so from here I can welcome the employee we have include columns we have emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even submit 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 produce a lead within your once you’re done with this you can really click go into and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have private choice we have these three 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 really integrate um other apps within yourr transfer information for alerts for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our basic Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with merge email what occurs is I can in fact create a follow-up emails and different storage e-mails here and we have active instructs so using is truly easy you can get going for free by just including the integration and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As an independent journalist, I have actually worked with various customers, handled multiple tasks concurrently, and kept an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my quest for a service, I checked out different platforms however found them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance journalists who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, giving you a clear overview of your communications with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to project completion.
You can categorize contacts, develop customized stages, set reminders, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with cooperation by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share essential emails, and team up in real-time, enhancing performance and making sure everyone remains on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated jobs.
You can develop templates for common email responses, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and develop custom options.
This versatility allows self-employed journalists with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to implementation.
You can develop custom-made stages for different development phases, appoint jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget-friendly option, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring process and customer relationships is vital to your success. deals a economical and user-friendly service that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.