As an experienced freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dive into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to use Streak Marketing Crm for your client relations collaboration communication and much more so let’s get into it firstly you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete novice it will help you customize an ideal process for your team and you will be able to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s totally complimentary so when you get to the website you’ll get this option here which is contribute 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 add to Chrome click ADD extension and your extension will be included fine 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 just sign in make certain 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 permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-new option 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 have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really 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 choose these phases for your pipeline and you can actually we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email 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 on this Plus at the top and you will give your phase a name let’s state that you in fact wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really select different colors for each of the stages however I think all of these are in fact currently created so this is really quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate 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 different fields that you desire so you will click on this plus here and we have free form a date check box drop down General e-mail e-mail tracking job calls and conferences 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 go with this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here okay email thread count close date alright business’s size deal size and Company size all right let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have actually created by date created followers and more so I in fact want to opt for the developed.
by or maybe the followers due to the fact that I want to keep an eye on my employee that are really following this so I will you understand 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 lot of alternatives offered within streak is really among the easiest and among the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my job once again if I didn’t want to go for these sales if I did with tasks then I can opt for the job stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise provide it different 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 job search investor fundraising others property assistance and customized So within our assistance you can see we have inbound designated working on fixed and noise this is really pretty good and we likewise have customized where I can in fact start something from the scratch totally according to my business for me we simply 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 an employee so I’m going to opt for the shared one here and click on produce now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click on this drop down and we have manage phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have one lead produced let’s state that there is in fact closed one so I’m going to add 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 two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted also there’s one working out so I’ll just simply click brand-new now once you create a lead we can actually click here and it will now open the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the employee we have include columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the comments at the top here 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 once you’re done with this you can actually click on get in and it will be closed now it will show you something like this we have all of our data gathered 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 also uh one more thing with srix at the top you will be able to see we have private choice we have these three dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and develop our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our easy Gmail really easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with combine email what occurs is I can in fact produce a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually simple you can get started free of charge by just including the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I have actually dealt with various customers, managed multiple jobs at the same time, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my mission for a solution, I checked out numerous platforms however discovered them to be either too complex 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 client relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to handle and keep an eye on the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to project conclusion.
You can classify contacts, develop custom stages, set tips, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates partnership by permitting you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, boosting productivity and guaranteeing everybody stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can develop templates for typical email actions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to incorporate with other tools and build custom solutions.
This versatility enables freelance journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to implementation.
You can create customized phases for different development stages, appoint jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly features, reducing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and customization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical service, particularly for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
supplies a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As an independent journalist, managing your hiring process and client relationships is critical to your success. deals a budget friendly and instinctive option that effortlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or material 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 impact of Streak CRM in your freelance journalism ventures.