As a skilled freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of using 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 newbies hey guys invite back in this video I will be showing you how to utilize Streak Crm Glitchy for your client relations collaboration interaction and far more so let’s enter into it firstly you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our basic 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 reveal you how to do that as a total beginner it will help you personalize a perfect process for your group and you will be able to get your work done now let’s actually get into the process now is readily available as an extension and it’s totally complimentary so once you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be added 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 very 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 simply scroll down and click allow after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and updated reply and then 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 new control panel for here I’ll have the ability 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 develop a new pipeline let’s actually do that you will click on new pipeline here and we have different options first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will give your stage a name let’s state that you really wanted to develop another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select various colors for each of the stages but I believe all of these are actually already produced so this is actually 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 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 really 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 on this plus here and we have free type a date check box drop down General email e-mail tracking task 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 choose this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date fine business’s size deal size and Business size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually created by date created fans and more so I actually wish to choose the developed.
by or maybe the followers since I want to keep track of my employee that are really 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 offered within streak is in fact among the simplest and among the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my project again if I didn’t want to go for these sales if I made with projects then I can choose the task stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also provide it different various colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others realty assistance and custom So within our support you can see we have inbound assigned dealing with dealt with and noise this is really respectable and we also have customized where I can really start something from the scratch completely according to my service for me we just have the sales so I’m gon na opt for the sales here and click produce 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 produce now it will simply take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click on this drop down and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability 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 simply call it new and click on get in so now you can see we have actually one lead created let’s state that there is in fact closed one so I’m going to include 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 in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this 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 new now as soon as you develop a lead we can really click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can welcome the staff member we have include columns we have emails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even publish 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.
attachments so this is how you produce a lead within your as soon as you’re made with this you can actually click 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 two leads one contacted 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 perform bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will likewise show me the e-mails 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 email and with merge email what occurs is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really easy you can get started totally free by simply adding the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a freelance journalist, I have actually worked with various customers, managed several tasks at the same time, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my mission for a solution, I explored different platforms however discovered them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear overview of your communications with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from list building to job conclusion.
You can categorize contacts, produce custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share essential emails, and work together in real-time, boosting productivity and making sure everyone stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create design templates for typical email responses, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
provides a robust API and extensive developer documentation, making it simple to incorporate with other tools and build custom options.
This flexibility allows independent reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to release.
You can develop custom stages for different advancement stages, designate jobs to staff member, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use functions, reducing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective service, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email communication.
As an independent journalist, managing your hiring procedure and client relationships is critical to your success. deals a instinctive and inexpensive option that flawlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.