As a seasoned freelance journalist, I comprehend the challenges of handling projects, tracking leads, and nurturing customer relationships. In this article, I will delve into the benefits 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 beginners hey men welcome back in this video I will be revealing you how to utilize Streak Crm For Insurance for your customer relations partnership interaction and a lot more so let’s get into it first of all you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total beginner it will assist you personalize an ideal process for your group and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s entirely totally free so when you get to the site you’ll get this option 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 add to Chrome click ADD extension and your extension will be added okay it’s done and now it is adding 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 check in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this new alternative 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 brand-new dashboard for here I’ll be able to develop 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 create a brand-new pipeline let’s really do that you will click on new pipeline here and we have different alternatives first off 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 demo negotiating 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 priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will give your phase a name let’s state that you in fact wished to develop another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually select various colors for each of the stages but I believe all of these are actually currently created so this is really quite outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the 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 demonstration here and after that 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 different fields that you want so you will click this plus here and we have free form a date check box fall General email e-mail tracking job 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 go with this one here this is the field that was really missing and I’ll actually reorganize and put the notes here all right email thread count close date fine company’s size deal size and Business size all right let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually developed by date developed fans and more so I in fact want to opt for the developed.
by or perhaps the fans since I wish to monitor my employee 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 options available within streak is really among the most convenient and among the most uh you understand versatile out there it’s very easy to use with templates we have projects too within my job again if I didn’t wish to go for these sales if I finished with projects then I can go with the job stages right here and again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise give it various different colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others realty assistance and custom So within our assistance you can see we have actually incoming appointed working on resolved and sound this is actually respectable and we also have custom-made where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click develop now it will just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can really click on this fall and we have manage stage or relabel so as I continue as I add 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 add a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have one lead produced let’s state that there is actually 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 two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click brand-new now when you develop a lead we can actually 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 different columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can invite the staff member we have add columns we have emails files and comments you can change to the emails and it will show you the emails 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 meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re finished with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our information 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 carry out bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have private option we have these 3 dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine email and with combine e-mail what occurs is I can actually develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is truly easy you can get going free of charge by just adding the combination and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it associates with. As an independent journalist, I have actually worked with various customers, managed multiple tasks concurrently, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to streamline my operations.
In my mission for a solution, I checked out various platforms however found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear introduction of your communications with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to handle and keep track of the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from list building to job completion.
You can categorize contacts, produce custom-made phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, enhancing performance and ensuring everyone stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can create design templates for common email actions, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it easy to integrate with other tools and develop custom services.
This versatility permits self-employed reporters with coding skills to extend the functionality of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to release.
You can produce custom-made phases for various advancement phases, designate jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, lessening the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective option, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. deals a user-friendly and inexpensive solution that seamlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.