As a skilled freelance journalist, I comprehend the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be showing you how to use Client Support Tickets Through Streak Crm for your customer relations partnership communication and far more so let’s get into it to start with you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete novice it will assist you customize a perfect procedure for your team and you will be able to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s completely totally free so as soon as you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to pick 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 all right 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 merely check in make sure to sign.
into the exact 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 merely scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this 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 combines so you can see this resembles our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry offer size business size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will offer your stage a name let’s state that you really wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually pick different colors for each of the stages but I think all of these are actually currently developed so this is really pretty impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration here and after that we have negotiating with negotiating I can opt for 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 desire so you will click this plus here and we have totally free form a date check box fall General e-mail e-mail tracking job calls and conferences so I do not see anything for the course and meetings 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 actually missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date all right business’s size deal size and Business size fine let’s eliminate the company size and I’m gon na really find something else within the general where we have actually created by date produced followers and more so I in fact wish to go for the developed.
by or possibly the followers due to the fact that I want to track my staff member that are actually following this so I will you understand 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 great deal of options readily available within streak is actually one of the easiest and among the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my project once again if I didn’t want to choose these sales if I did with jobs then I can choose the project stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it different different colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your phases task search investor fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming appointed working on fixed and noise this is really respectable and we likewise have custom-made where I can actually start something from the scratch totally according to my organization for me we just have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click this drop down and we have handle stage or relabel so as I continue 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 on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have actually one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include 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 simply gon na work in this manner 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 simply click on new now when you develop a lead we can actually click on this link and it will now open 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 created remember and after that we have invite teammates so from here I can welcome the employee we have add columns we have emails 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 produce a lead within your as soon as you’re finished with this you can actually click enter and it will be closed now it will reveal 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 called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can find these stages Combinations and automation this is one of the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge email and with merge e-mail what takes place is I can really develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is truly easy you can get started totally free by simply including the integration and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I’ve worked with various customers, managed several projects all at once, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a service, I explored different platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who heavily count on email communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, giving you a clear overview of your interactions with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, boosting productivity and making sure everybody remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop design templates for common 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 self-employed journalism, uses advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to incorporate with other tools and build customized services.
This versatility permits freelance reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to implementation.
You can develop custom-made phases for various development stages, designate tasks to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more affordable solution, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more comprehensive suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent journalist, handling your hiring process and client relationships is vital to your success. deals a user-friendly and inexpensive solution that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.