As a seasoned freelance reporter, I understand the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of using for freelance journalism, explore its functions 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 Kokemuksia for your customer relations cooperation interaction and far more so let’s enter it firstly you need to go to streak.com and you will land on this website 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 in fact turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete beginner it will assist you tailor a best procedure for your group and you will be able to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s totally totally free so as soon as 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 on add to Chrome click on ADD extension and your extension will be added alright it’s done and now it is contributing 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 merely sign in make sure to sign.
into the 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 simply scroll down and click on allow after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and upgraded 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 merges so you can see this resembles our new control panel for here I’ll have the ability to create 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 in fact do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will give your phase a name let’s say that you really wished to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose different colors for each of the stages but I think all of these are in fact currently developed so this is actually pretty outstanding 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 sort of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and then we have negotiating with negotiating I can choose 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 totally free type a date check box fall General e-mail e-mail tracking task 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 opt for this one here this is the field that was in fact missing and I’ll actually reorganize and put the notes here fine e-mail thread count close date all right business’s size offer size and Company size okay let’s eliminate the company size and I’m gon na really find something else within the basic where we have produced by date produced fans and more so I really wish to go for the created.
by or perhaps the fans since I want to keep an eye on my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives available within streak is really one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my job again if I didn’t want to go for these sales if I did with projects then I can opt for the task phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also provide it different various colors we also 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 property support and custom-made So within our support you can see we have actually inbound assigned dealing with fixed and sound this is really pretty good and we also have customized where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can really click this fall and we have manage phase or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add 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 go into so now you can see we have actually one lead produced let’s say that there is really 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 brand-new 2 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 in this manner now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just simply click on new now once you create a lead we can in fact click here and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the employee we have add columns we have emails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even upload 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 develop a lead within your when you’re finished with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our information collected 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 pick various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more 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 here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our basic Gmail extremely quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what takes place is I can in fact develop a follow-up emails and different storage emails here and we have active instructs so using is actually simple you can start for free by simply including the combination and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I’ve worked with numerous clients, handled multiple jobs at the same time, and maintained an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my mission for a service, I explored various 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 self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who greatly count on email communication. Here are some key advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails easily, providing you a clear summary of your interactions with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to job conclusion.
You can categorize contacts, produce custom stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with cooperation by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share important e-mails, and team up in real-time, improving efficiency and making sure everyone remains on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software development. Here’s how:.
offers a robust API and extensive developer documents, making it simple to incorporate with other tools and develop customized solutions.
This versatility permits freelance journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to implementation.
You can create customized stages for different development stages, assign jobs to employee, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive service, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail communication.
As an independent reporter, handling your hiring process and client relationships is critical to your success. deals a user-friendly and cost effective service that flawlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.