As an experienced freelance journalist, I understand the challenges of handling projects, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be revealing you how to utilize Streak Free Crm Tools for your customer relations collaboration communication and much more so let’s get into it firstly you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete novice it will assist you customize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is available as an extension and it’s completely complimentary so once you get to the site you’ll get this choice here which is add to Chrome and you’re.
going to choose 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 alright 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 simply check in make certain to sign.
into the same Gmail that you have actually 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 allow after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-new choice 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 brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will provide your phase a name let’s state that you in fact wished 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 select different colors for each of the stages but I think all of these are really already produced so this is in fact quite outstanding what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration 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 different fields that you want so you will click on this plus here and we have complimentary type a date check box drop down General e-mail email 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 okay email thread count close date fine business’s size deal size and Business size fine let’s eliminate the business size and I’m gon na actually find something else within the general where we have produced by date developed fans and more so I in fact wish to choose the produced.
by or perhaps the followers due to the fact that I wish to monitor my staff member that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of choices readily available within streak is in fact among the easiest and among the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my task again if I didn’t want to go for these sales if I did with tasks then I can go with the job 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 employing so if you do working with then this is going to be your stages task search investor fundraising others property assistance and customized So within our support you can see we have actually inbound designated dealing with resolved and noise this is actually pretty good and we also have customized where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click produce now it will just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click on this drop down and we have manage 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 be able to add 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 simply call it brand-new and click on enter so now you can see we have one lead created 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 add another lead let’s call it new two we can really open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just merely click new now once you create a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can switch to the emails and it will show you the emails that you got in files we can even submit files and after that 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 develop a lead within your when you’re finished with this you can actually click go into and it will be closed now it will reveal you something like this we have all of our data collected 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 choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files similarly 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 reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge email and with combine e-mail what happens is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly easy you can get going totally free by just including the combination and now you know how to utilize as a complete novice 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 relates to. As a freelance journalist, I have actually dealt with many customers, handled several projects simultaneously, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for an option, I checked out various platforms but found them to be either too complex or too costly 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 client relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism employing 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 collaborators.
You can create customizable pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to job conclusion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, enhancing efficiency and making sure everybody remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create design templates for typical e-mail responses, schedule follow-ups, and established suggestions, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to integrate with other tools and develop custom-made solutions.
This flexibility allows freelance journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to deployment.
You can produce custom stages for different development stages, appoint tasks to staff member, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget friendly service, particularly for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email communication.
As a self-employed reporter, managing your hiring procedure and customer relationships is vital to your success. deals a affordable and intuitive service that flawlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.