As an experienced freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Vs Streak Marketing for your customer relations collaboration interaction and far more so let’s get into it to start with you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total newbie it will help you customize a best procedure for your group and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s totally free so as soon as you get to the site you’ll get this alternative 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 contribute to Chrome click on ADD extension and your extension will be included fine it’s done and now it is contributing to Gmail and it will take me directly 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 certain to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded reply and then 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 resembles our new dashboard for here I’ll have the ability to develop a 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 really do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will provide your stage a name let’s say that you in fact wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really select different colors for each of the stages but I believe all of these are really currently produced so this is really quite excellent what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and then we have working out 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 on this plus here and we have free form a date check box drop down General e-mail email tracking task 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 go with this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here alright email thread count close date alright company’s size deal size and Company size fine let’s eliminate the business size and I’m gon na really discover something else within the basic where we have developed by date developed fans and more so I in fact want to opt for the created.
by or maybe the fans since I want to track my team members 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 desired for my pipeline now you can see there are a lot of alternatives offered within streak is in fact among the simplest and one of the most uh you know versatile out there it’s really easy to use with templates we have projects too within my task again if I didn’t wish to choose these sales if I made with projects then I can go with the job stages right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also give it various various colors we likewise have service Dev here you can see then we have working with so if you do working with then this is going to be your stages job search investor fundraising others property assistance and custom So within our support you can see we have incoming appointed working on resolved and sound this is actually respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my organization for me we just 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 an employee so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to produce 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 in fact click on this fall and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it 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 brand-new I’m going to add another lead let’s call it new two we can in fact open this up in a 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 also there’s one negotiating so I’ll just simply click brand-new now when you develop a lead we can in fact click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can invite the team members we have add 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 submit files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re finished with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 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 deleting and sharing as well uh one more thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the combine e-mail and with combine email what occurs is I can really create a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually simple you can get going free of charge by simply adding the combination and now you know how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent journalist, I’ve dealt with many customers, handled numerous jobs all at once, and maintained a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a solution, I checked out numerous platforms but discovered them to be either too expensive or too intricate 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 consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, offering you a clear summary of your communications with customers, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to manage and keep track of the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from lead generation to task completion.
You can classify contacts, create custom phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share essential emails, and work together in real-time, enhancing performance and ensuring everyone stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial designer paperwork, making it easy to incorporate with other tools and develop customized solutions.
This flexibility permits independent reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to deployment.
You can develop custom-made stages for different development phases, assign tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, lessening the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget-friendly solution, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail communication.
As a freelance reporter, handling your hiring process and customer relationships is paramount to your success. deals a user-friendly and budget-friendly solution that effortlessly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, material, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.