As a skilled freelance journalist, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to use Streak Free Crm For Manufacturing for your client relations partnership communication and much more so let’s enter into it first of all you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total novice it will help you tailor a best process for your team and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s entirely totally free so once you get to the website 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 on 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 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 merely sign in ensure to sign.
into the very 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 just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked emails and updated reply and then 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 brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer 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 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 say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact choose various colors for each of the stages but I believe all of these are in fact already created so this is in fact quite remarkable what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration here and then we have working out with negotiating I can opt for 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 desire so you will click this plus here and we have totally free kind a date check box fall General e-mail email 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 choose this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here alright email thread count close date alright company’s size offer size and Company size okay let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have created by date created fans and more so I really want to go for the produced.
by or maybe the fans since I want to track my team members that are in fact following this so I will you know 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 great deal of alternatives readily available within streak is actually one of the most convenient and one of the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my project again if I didn’t want to choose these sales if I did with projects then I can choose the job phases right here and once again the fields the procedure 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 likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others property assistance and customized So within our support you can see we have actually inbound assigned dealing with fixed and noise this is actually pretty good and we likewise have custom where I can really start something from the scratch totally according to my service for me we just 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 a team member so I’m going to go with the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can in fact click this fall and we have handle stage or relabel 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 on 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 brand-new and click go into so now you can see we have actually one lead developed let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include 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 just gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click brand-new now when you produce a lead we can really click on this link and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even upload files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re made with this you can really click enter and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one gotten in touch with 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 too uh another thing with srix on top you will be able to see we have personal option we have these three dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail very easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what occurs is I can in fact develop a follow-up emails and different storage e-mails here and we have active instructs so using is actually easy you can begin free of charge by simply including the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a freelance reporter, I have actually dealt with various clients, handled multiple projects all at once, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for a solution, I checked out numerous platforms however found them to be either too complicated or too expensive 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 effortlessly integrates with Gmail, making it perfect for self-employed journalists who heavily count on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to manage and monitor the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from lead generation to job conclusion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
helps with cooperation by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial emails, and collaborate in real-time, enhancing performance and ensuring everyone stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can develop templates for typical email actions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and build custom-made options.
This versatility allows independent journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software development projects, from ideation to deployment.
You can create custom stages for different development stages, appoint jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical solution, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a inexpensive and instinctive service that effortlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.