As an experienced freelance reporter, I understand the challenges 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 comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to use Streak Free Crm Website Analytics for your client relations collaboration communication and much more so let’s enter 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 basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete newbie it will assist you tailor a perfect procedure for your group and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s completely totally free so when you get to the website you’ll get this option here which is add 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 contribute to Chrome click on ADD extension and your extension will be included 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 sure to sign.
into the very same Gmail that you have actually added the uh you understand 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 including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and updated reply and then we have this brand-new alternative 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 resembles our new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various choices to start with we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact pick different colors for each of the stages however I think all of these are in fact already developed so this is really pretty impressive 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 type of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo here and after that 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 different fields that you want so you will click on this plus here and we have free type a date check box drop down General email 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 choose this one here this is the field that was really missing and I’ll really rearrange and put the notes here all right email thread count close date alright company’s size deal size and Business size fine let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually developed by date developed followers and more so I actually wish to opt for the developed.
by or perhaps the fans because I want to keep an eye on my staff member that are in fact 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 lot of options available within streak is really one of the simplest and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my project again if I didn’t wish to choose these sales if I did with projects then I can go with the project stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also give it various different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others real estate assistance and custom So within our support you can see we have incoming assigned working on resolved and sound this is really respectable and we likewise have custom-made where I can in fact start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on create 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 on produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click this fall and we have handle phase 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 have the ability to add it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click on get in so now you can see we have actually one lead created let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new 2 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 this way now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just merely click brand-new now once you create a lead we can really 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 different columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can welcome the team members we have include columns we have emails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your as soon as 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 information collected here and at the top we’re getting our account such as two 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 deleting and sharing too uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these stages Combinations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily 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 really quickly 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 merge emails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact produce a follow-up emails and various storage emails here and we have active advises so utilizing is truly easy you can start for free by simply adding the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a self-employed journalist, I have actually worked with many clients, managed multiple projects simultaneously, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my mission for a service, I checked out numerous platforms but found them to be either too expensive or too complex 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 client relationship management tool that flawlessly integrates with Gmail, making it ideal for independent reporters who greatly depend on email interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails easily, giving you a clear summary of your interactions with customers, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to task completion.
You can categorize contacts, develop customized stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates collaboration by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, boosting performance and guaranteeing everyone remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated jobs.
You can create templates for common email responses, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and develop custom options.
This flexibility permits independent reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application development tasks, from ideation to deployment.
You can create customized phases for different development phases, designate jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant benefits 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 service, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail communication.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. deals a budget-friendly and user-friendly service that seamlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, writer, or editor creator, 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 ventures.