As a seasoned freelance journalist, I comprehend the difficulties of handling tasks, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to use Streak Crm Pipeline Management for your client relations collaboration interaction and much more so let’s enter it first off you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete 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 really enter the process now is offered as an extension and it’s totally complimentary so once you get to the website you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be included okay 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 check in ensure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow 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 e-mails 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 new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s really 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 pick these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know 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 top priority industry deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will provide your phase a name let’s say that you in fact wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really pick various colors for each of the stages however I believe all of these are in fact currently created so this is really quite impressive what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are kind of like the 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 in fact let’s eliminate the demo here and then we have negotiating with negotiating I can go with 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 various fields that you want so you will click on this plus here and we have totally free type a date check box drop down General email email tracking job 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 choose this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date fine company’s size deal size and Company size alright let’s get rid of the business size and I’m gon na really find something else within the general where we have developed by date created fans and more so I in fact wish to opt for the produced.
by or maybe the followers since I wish to track my employee that are in fact 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 offered within streak is actually one of the most convenient 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 job once again if I didn’t want to choose these sales if I made with projects then I can opt for the project 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 likewise offer it different various colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your phases task search investor fundraising others property support and custom-made So within our support you can see we have incoming assigned working on dealt with and noise this is in fact respectable and we likewise have customized where I can in fact start something from the scratch completely according to my service for me we simply have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can actually click on this fall and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click get in so now you can see we have one lead produced let’s say that there is actually 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 two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a contacted also there’s one negotiating so I’ll just merely click new now as soon as you produce a lead we can actually click here and it will now open up the different 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 teammates so from here I can welcome the employee we have add columns we have emails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks 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 develop a lead within your as soon as you’re finished with this you can actually click go into 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 pick different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what occurs is I can actually create a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can get going free of charge by just adding the combination and now you know how to use as a total beginner don’t.
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 associates with. As a freelance journalist, I have actually dealt with many clients, managed several projects concurrently, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my mission for a solution, I checked out various platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from list building to job completion.
You can categorize contacts, develop custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates cooperation by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important emails, and work together in real-time, improving performance and ensuring everyone remains on the exact same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can create templates for typical email reactions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and develop customized options.
This versatility allows freelance journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software advancement jobs, from ideation to release.
You can create custom-made phases for various advancement phases, designate tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for integration and customization.
Economical option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
offers a more budget friendly solution, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
supplies a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
Conclusion:.
As a self-employed journalist, handling your hiring procedure and client relationships is vital to your success. offers a affordable and intuitive solution that perfectly incorporates with Gmail, allowing you to simplify your operations and focus 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 choice for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.