As an experienced freelance reporter, I comprehend the obstacles of managing projects, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to use Streak Crm Free Plan for your customer relations partnership communication and far more so let’s enter it firstly you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total novice it will assist you tailor a perfect process for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is available as an extension and it’s completely 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 included alright 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 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 allow after including 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 emails 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 combines so you can see this resembles our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will provide your phase a name let’s say that you really wished to develop 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 pick various colors for each of the stages however I believe all of these are actually currently produced so this is really pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the exact same thing we just opt for 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 working out with negotiating I can opt for 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 complimentary form a date check box fall General e-mail email tracking job calls and meetings 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 choose 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 okay company’s size deal size and Company size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have produced by date created fans and more so I really want to opt for the created.
by or maybe the fans because I want to keep an eye on my team members that are actually 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 lot of options readily available within streak is really 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 did with jobs then I can opt for the job phases right here and 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 give it different various colors we also have organization Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others property support and customized So within our assistance you can see we have actually inbound assigned working on resolved and sound this is actually pretty good and we likewise have customized where I can actually start something from the scratch totally according to my company for me we merely have the sales so I’m gon na opt for the sales here and click create private 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 develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have manage stage or rename so as I continue 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 add a box in the lead section here and let’s simply call it new and click get in so now you can see we have one lead developed let’s say 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 add another lead let’s call it new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a contacted as well there’s one working out so I’ll just merely click on brand-new now once you develop a lead we can in fact click here and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re done with this you can actually click get in 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 2 leads one called 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 deleting and sharing also uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these phases Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually 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 information they really easily and develop our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail really quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine e-mail and with combine email what takes place is I can actually create a follow-up emails and various storage emails here and we have active advises so using is truly simple you can begin for free by just including the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it associates with. As an independent reporter, I have actually worked with various customers, managed numerous tasks simultaneously, and preserved a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a solution, I explored numerous platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to manage and monitor the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, produce custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, boosting productivity and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can create templates for typical e-mail reactions, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to incorporate with other tools and construct customized options.
This flexibility allows self-employed journalists with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to release.
You can develop custom-made stages for various development phases, assign tasks to team members, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, decreasing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly solution, especially for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. deals a instinctive and inexpensive solution that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.