As a skilled freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and nurturing client relationships. In this article, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to use Streak Free Crm Project Management for your consumer relations partnership interaction and far more so let’s enter it first of all you require to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute 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 incredible and I’ll reveal you how to do that as a complete beginner it will help you customize an ideal process for your group and you will have the ability to get your work done now let’s in fact get into the procedure now is available as an extension and it’s completely complimentary so as soon as you get to the site 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 on contribute to Chrome click ADD extension and your extension will be added alright 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 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 gain access to and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and then 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 combines so you can see this resembles our new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have different options first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead called 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 email last email from lead Source top priority market offer size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will provide your stage a name let’s say that you really wished to produce 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 provide it your color so we can really choose different colors for each of the stages but I think all of these are actually already produced so this is really pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are sort 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 eliminate the demonstration 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 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 this plus here and we have complimentary form a date check box fall General email e-mail 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 opt for this one here this is the field that was really missing and I’ll actually reorganize and put the notes here alright email thread count close date okay business’s size deal size and Business size all right let’s get rid of the company size and I’m gon na really discover something else within the basic where we have developed by date created fans and more so I in fact wish to opt for the developed.
by or possibly the followers due to the fact that 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 wanted for my pipeline now you can see there are a great deal of choices available within streak is really one of the simplest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my task again if I didn’t want to choose these sales if I made with projects then I can go with the task stages right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also give it different various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others property assistance and custom So within our support you can see we have actually inbound designated working on solved and sound this is really respectable and we likewise have customized where I can actually 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 produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can really click on this drop down 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 simply click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on get in so now you can see we have one lead developed let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new 2 we can really open this up in a brand-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 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click on new now when you develop a lead we can actually click here 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 welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and then we have the comments 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 done with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our data gathered 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 perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these stages Integrations and automation this is among the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy 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 actually created we will even have our merge emails now with our so this is the merge email and with combine e-mail what happens is I can really create a follow-up emails and various storage emails here and we have active advises so utilizing is actually simple you can start for free by simply adding the combination and now you understand how to utilize as a total beginner don’t.
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 associates with. As a freelance reporter, I’ve dealt with various customers, handled several jobs concurrently, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my mission for a service, I explored various platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to manage and keep track of the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to task conclusion.
You can classify contacts, create customized stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important e-mails, and team up in real-time, improving efficiency and ensuring everyone stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical email responses, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it easy to integrate with other tools and construct custom-made options.
This versatility permits self-employed reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to implementation.
You can create custom-made stages for different development phases, appoint tasks to team members, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides 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:.
offers a more detailed suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email interaction.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. deals a inexpensive and instinctive solution that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.