As a seasoned freelance journalist, I comprehend the challenges of managing projects, tracking leads, and nurturing client relationships. In this post, I will dive into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be showing you how to use Streak Free Crm Limits for your client relations partnership communication and much more so let’s enter into it first off you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete newbie it will help you tailor a best process for your team and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s entirely complimentary so when you get to the website you’ll get this choice here which is contribute 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 on add 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 check in make sure to sign.
into the same Gmail that you have added 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 allow after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this new alternative 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 control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will provide your stage a name let’s state that you in fact wished to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact select different colors for each of the stages however I believe all of these are really currently developed so this is actually quite excellent what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo here and then we have working out with negotiating I can go with 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 on this plus here and we have totally free kind a date check box drop down General e-mail e-mail 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 go with this one here this is the field that was actually missing and I’ll really reorganize and put the notes here fine email thread count close date fine business’s size deal size and Business size okay let’s eliminate the business size and I’m gon na really find something else within the basic where we have actually produced by date created fans and more so I really want to choose the created.
by or perhaps the followers since I wish to keep track of 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 great deal of choices available within streak is actually among the easiest and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my job again if I didn’t wish to go for these sales if I made with projects then I can go with the project stages right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also provide it different various colors we also have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages task search investor fundraising others property support and custom So within our assistance you can see we have actually inbound designated dealing with resolved and noise this is really respectable and we also have custom where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na opt for the sales here and click create 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 produce now it will just take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have actually one lead produced let’s say that there is in fact 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 by doing this now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just merely click brand-new now as soon as you produce a lead we can in fact click here and it will now open the different fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we created remember and after that we have welcome teammates so from here I can invite 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 emails that you got in files we can even upload files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re made with this you can actually 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 two 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 deleting and sharing too uh another thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can discover these stages 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 notifications for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and create our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with merge email what takes place is I can really create a follow-up emails and various storage e-mails here and we have active advises so using is really easy you can begin for free by just adding the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I’ve worked with various clients, handled multiple tasks at the same time, and preserved an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my quest for an option, I explored various platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed journalists who heavily rely on email interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to monitor the development and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from list building to task completion.
You can classify contacts, create customized phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
assists in cooperation by permitting you to share pipelines and interact with employee within the platform.
You can appoint jobs, share essential e-mails, and work together in real-time, enhancing efficiency and guaranteeing everyone remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive developer documentation, making it simple to integrate with other tools and construct custom services.
This flexibility allows freelance journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to deployment.
You can develop customized phases for different development phases, assign tasks to employee, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use functions, lessening the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more affordable option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As a freelance reporter, handling your hiring process and client relationships is vital to your success. deals a user-friendly and cost effective solution that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.