As an experienced freelance reporter, I understand the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to use Streak Recruitment Crm for your customer relations cooperation interaction and a lot more so let’s enter it to start with you require to go to streak.com and you will land on this website right here now is a type of CRM that we can add 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 fantastic and I’ll reveal you how to do that as a complete beginner it will help you tailor a perfect process for your group and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s completely complimentary so once you get to the site you’ll get this option here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be included fine 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 just check in make sure to sign.
into the very same Gmail that you have actually included 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 enable after including this is what your Gmail will appear 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 new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-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 employing so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead contacted pitched demo 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 e-mail last email from lead Source top priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will give your phase a name let’s say that you in fact wanted to produce another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually choose various colors for each of the stages however I believe all of these are really currently created so this is really quite impressive what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of 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 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 totally free kind a date check box drop down General e-mail e-mail tracking job calls and conferences 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 in fact missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date all right company’s size deal size and Company size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually created by date developed followers and more so I in fact wish to choose the created.
by or perhaps the followers since I want to keep an eye on my staff member 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 options readily available within streak is really one of the easiest and one of the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my job once again if I didn’t want to go for these sales if I finished with projects then I can go with the task phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise offer it various various colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound appointed working on dealt with and sound this is really pretty good and we also have custom-made where I can actually start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on go into 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 new 2 we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click new now once you develop a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the remarks 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 develop 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 two leads one contacted and something like this and this is where you will be getting your list we can select 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 on top you will be able to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail very quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what occurs is I can really produce a follow-up e-mails and various storage emails here and we have active advises so using is really simple you can start for free by simply including the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a freelance journalist, I’ve dealt with many clients, managed numerous tasks all at once, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my quest for a service, I explored different platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who greatly count on e-mail communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails easily, giving you a clear summary of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to monitor the development and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to project completion.
You can classify contacts, develop custom stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates cooperation by permitting you to share pipelines and interact with team members within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, boosting efficiency and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce templates for typical email actions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software development. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to incorporate with other tools and develop custom-made options.
This versatility permits self-employed journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to release.
You can produce custom-made phases for various development phases, appoint 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 user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget friendly service, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email communication.
As a freelance reporter, handling your hiring procedure and customer relationships is paramount to your success. deals a intuitive and affordable option that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, content, or editor 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 ventures.