As a skilled freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be showing you how to utilize Streak Crm Invoicing Integration for your client relations cooperation communication and far more so let’s enter it to start with you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total beginner it will help you tailor an ideal process for your team and you will have the ability to get your work done now let’s really enter the process now is readily available as an extension and it’s entirely totally free so once you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click 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 just sign in ensure to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new option 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 dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various options first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead contacted pitched demo 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 e-mail last e-mail from lead Source top priority market 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 this Plus on top and you will provide your phase a name let’s say that you really wished to produce another um you know stage 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 actually select various colors for each of the stages however I think all of these are really currently created so this is really pretty remarkable what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo here and after that we have working out 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 desire so you will click on this plus here and we have free form 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 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 opt for this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here fine e-mail thread count close date okay business’s size deal size and Company size alright let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually produced by date produced followers and more so I really want to choose the created.
by or perhaps the followers due to the fact that I wish to keep track of 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 alternatives readily available within streak is in fact among the most convenient and one of the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my project again if I didn’t want to opt for these sales if I made with projects then I can opt for the task stages right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it different different colors we also have organization 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 real estate support and customized So within our support you can see we have actually inbound appointed dealing with resolved and noise this is actually pretty good and we also have custom-made where I can really start something from the scratch totally according to my business for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a team 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 actually looks respectable now I will be able to add my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I continue 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 add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have actually one lead produced let’s state 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 brand-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 simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted too there’s one working out so I’ll just simply click new now once you create a lead we can really click on this link 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 various columns we have the fields that we produced remember and after that we have invite teammates so from here I can welcome the staff member we have include columns we have emails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the remarks at the top here once 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 really click enter and it will be closed now it will reveal 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 called and something like this and this is where you will be getting your list we can pick various 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 private option we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail really quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge email and with combine email what occurs is I can actually produce a follow-up emails and various storage emails here and we have active advises so utilizing is actually simple you can get going for free by simply including the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it relates to. As an independent reporter, I’ve worked with numerous clients, managed several jobs all at once, and preserved a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my mission for an option, I checked out various platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for independent journalists who greatly depend on email communication. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to monitor the progress and manage of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from lead generation to job conclusion.
You can classify contacts, produce custom-made stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with employee within the platform.
You can designate tasks, share crucial emails, and collaborate in real-time, boosting performance and making sure everybody stays on the very same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can develop templates for common email actions, schedule follow-ups, and established tips, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and extensive designer documents, making it simple to incorporate with other tools and construct custom services.
This flexibility enables freelance journalists with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to implementation.
You can produce custom phases for different development stages, designate tasks to team members, and track development efficiently.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use functions, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Cost:.
offers a more inexpensive solution, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Integration:.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail communication.
Conclusion:.
As a self-employed reporter, managing your hiring process and customer relationships is paramount to your success. deals a cost effective and intuitive option that flawlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative 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 a writer, material, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.