As a seasoned freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be revealing you how to utilize Backup Streak Crm for your client relations partnership interaction and far more so let’s enter it to start with you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete beginner it will assist you tailor a perfect 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 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 choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click 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 sign in make sure to sign.
into the 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 on allow 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 viewed 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 merges so you can see this is like our new control panel for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click on new pipeline here and we have various alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will give your phase a name let’s state that you in fact wished to develop another um you know stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact pick different colors for each of the stages however I believe all of these are actually already produced so this is really quite excellent what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really 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 desire so you will click this plus here and we have complimentary form a date check box fall General email 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 and I’ll in fact reorganize and put the notes here fine email thread count close date fine business’s size deal size and Company size alright let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have created by date produced fans and more so I in fact wish to opt for the produced.
by or maybe the fans since I want to keep an eye on my employee 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 desired for my pipeline now you can see there are a great deal of options offered within streak is really among the easiest and one of the most uh you understand flexible out there it’s very 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 made with projects then I can choose the job stages right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can also provide it various different colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others real estate assistance and customized So within our support you can see we have inbound appointed dealing with solved and sound this is in fact respectable and we also have custom-made where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click on create 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 produce 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 be able to include my Lead Series so you can actually click this drop down and we have handle phase 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 have the ability 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 just call it brand-new and click on go into so now you can see we have one lead developed let’s say 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 2 we can really open this up in a 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 gotten in touch with also there’s one working out so I’ll just merely click new now as soon as 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 created and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and comments you can change 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 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 produce a lead within your once you’re finished with this you can in fact click get in 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various 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 have the ability to see we have personal alternative we have these three dots where we can find these phases Integrations and automation this is one of the crucial ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop 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 quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with combine email what happens is I can in fact create a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can get going for free by simply adding the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before 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 have actually dealt with various customers, managed several projects at the same time, and kept a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my mission for a service, I checked out numerous platforms but discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to monitor the progress and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to task conclusion.
You can categorize contacts, develop custom stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in collaboration by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential e-mails, and work together in real-time, enhancing productivity and guaranteeing everybody stays on the same page.
Personalized Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop design templates for typical email actions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application development. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and construct custom-made services.
This versatility allows freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to release.
You can develop customized phases for various development phases, appoint jobs to team members, and track development effectively.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, lessening the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Cost:.
provides a more cost effective option, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Integration:.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail communication.
Conclusion:.
As a self-employed journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a economical and instinctive option that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.