As a skilled freelance reporter, I comprehend the obstacles of handling tasks, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be showing you how to use Streak Crm Sales Pricing for your client relations collaboration interaction and far more so let’s get into it first of all you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete beginner it will help you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s really enter into the process now is readily available as an extension and it’s completely totally free so as soon as you get to the website 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 certain to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just 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 on 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 control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry offer size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will provide your phase a name let’s state that you in fact wanted to create another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I believe all of these are really currently produced so this is in fact quite excellent 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 demonstration are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and after that we have working out 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 desire so you will click this plus here and we have complimentary form a date check box drop down General email e-mail tracking job 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 opt for this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date okay 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 produced by date developed followers and more so I actually want to opt for the developed.
by or perhaps the fans because I want to track 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 wanted for my pipeline now you can see there are a lot of choices readily available within streak is in fact one of the easiest and among the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my project again if I didn’t want to go for these sales if I made with tasks then I can go with the project stages right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also provide it various various colors we also have organization 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 real estate support and customized So within our support you can see we have incoming appointed working on fixed and noise this is in fact respectable and we likewise have custom where I can really start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with an employee 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 have the ability to include my Lead Series so you can really click this fall and we have manage stage or rename 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 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 section here and let’s just call it new and click go into so now you can see we have actually one lead created 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 include another lead let’s call it brand-new two we can actually 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 contacted too there’s one negotiating so I’ll just merely click on brand-new now when you create a lead we can in fact click on this link and it will now open up the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your when you’re made with this you can really click on enter and it will be closed now it will show you something like this we have all of our information 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 select various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create 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 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 e-mails now with our so this is the combine email and with merge email what takes place is I can really develop a follow-up emails and various storage emails here and we have active advises so using is actually easy you can get going free of charge by simply including the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a self-employed journalist, I have actually worked with various customers, managed multiple jobs simultaneously, and maintained a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my quest for a solution, I explored numerous platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who greatly rely on email interaction. Here are some key benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to keep track of the progress and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from lead generation to task completion.
You can categorize contacts, develop custom-made phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important e-mails, and work together in real-time, improving productivity and making sure everyone remains on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce templates for typical email reactions, schedule follow-ups, and set up tips, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and construct customized services.
This flexibility enables independent journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software development tasks, from ideation to implementation.
You can create custom stages for different advancement phases, designate jobs to team members, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use functions, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Economical service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget-friendly service, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As an independent journalist, managing your hiring process and client relationships is critical to your success. deals a inexpensive and instinctive service that flawlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, author, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.