As an experienced freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and supporting client relationships. In this short article, I will dive into the advantages of using for self-employed 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 people invite back in this video I will be showing you how to utilize Streak Crm Marketplace for your client relations cooperation interaction and far more so let’s enter it first of all you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete beginner it will assist you tailor a perfect process for your group and you will be able to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s totally totally free so as soon as you get to the website you’ll get this choice here which is add 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 add to Chrome click ADD extension and your extension will be added fine 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 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 merely scroll down and click enable after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this 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 is like our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s in fact do that you will click new pipeline here and we have various choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size company size close rate e-mail 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 give your stage a name let’s state that you in fact wished to create another um you understand stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually pick different colors for each of the stages however I believe all of these are really already developed so this is actually quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have free type a date check box drop down General e-mail e-mail tracking task calls and meetings so I don’t 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 actually missing and I’ll actually rearrange and put the notes here all right e-mail thread count close date okay business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na really discover something else within the general where we have developed by date produced fans and more so I in fact wish to choose the developed.
by or possibly the fans since I wish to keep track of my employee that are in fact following this so I will you understand 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 alternatives readily available within streak is really one of the simplest and one of the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t wish to opt for these sales if I did with tasks then I can opt for the project stages right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it different various colors we likewise have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others real estate assistance and custom-made So within our support you can see we have actually inbound assigned working on solved and sound this is in fact respectable and we likewise have customized where I can really start something from the scratch completely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click on 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 develop a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click on this drop down and we have handle phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click enter so now you can see we have actually one lead created 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 brand-new I’m going to include another lead let’s call it brand-new two we can really 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 contacted as well there’s one working out so I’ll just simply click on brand-new now when you develop a lead we can really 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 remember and then we have invite teammates so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails 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 conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re made 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 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will likewise reveal 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 combine e-mail and with merge e-mail what occurs is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really easy you can begin free of charge by simply adding the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As an independent journalist, I’ve worked with various clients, handled numerous jobs concurrently, and maintained a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my mission for a solution, I explored different platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance journalists who heavily depend on email interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it simple to monitor the progress and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create custom phases, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in cooperation by permitting you to share pipelines and interact with employee within the platform.
You can designate tasks, share important emails, and work together in real-time, enhancing performance and guaranteeing everybody stays on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can develop templates for common email actions, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and substantial developer documents, making it simple to integrate with other tools and construct customized services.
This flexibility allows self-employed journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to release.
You can develop customized phases for different advancement stages, designate jobs to staff member, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, lessening the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget friendly service, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a freelance journalist, handling your hiring process and client relationships is critical to your success. deals a budget friendly and user-friendly solution that flawlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, content, or editor creator, 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 undertakings.