As an experienced freelance journalist, I understand the difficulties of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to utilize Crm Streak Crm for your consumer relations partnership communication and a lot more so let’s enter it first off you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub 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 novice it will assist you customize an ideal procedure for your group and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally free so once you get to the site 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 add to Chrome click on ADD extension and your extension will be added okay 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 exact same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after including 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 upgraded reply and then we have this brand-new option 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 is like our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options first of all we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will provide your stage a name let’s state that you in fact wanted to develop another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually select different colors for each of the stages however I think all of these are in fact currently produced so this is actually quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and then we have negotiating 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 this plus here and we have totally free type a date check box drop down General email 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 opt for this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here all right e-mail thread count close date alright company’s size deal size and Business size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have created by date developed followers and more so I actually wish to opt for the developed.
by or perhaps the followers since I wish to keep an eye on my team members that are in fact following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is actually one of the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my task again if I didn’t want to choose these sales if I finished with projects then I can choose the job phases right here and 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 different colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others realty assistance and custom So within our support you can see we have actually incoming appointed dealing with dealt with and sound this is really respectable and we likewise have custom-made where I can actually start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have handle stage 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 on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on enter 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 include another lead let’s call it new two we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now once you produce a lead we can actually click here and it will now open the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have invite teammates so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even upload 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 go into and it will be closed now it will reveal you something like this we have all of our information 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail very easily from here and it will also show me the e-mails 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 combine email and with combine e-mail 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 truly easy you can start totally free by simply adding the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed journalist, I’ve dealt with many customers, managed multiple jobs at the same time, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to improve my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to monitor the development and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from lead generation to job conclusion.
You can classify contacts, create customized phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial e-mails, and collaborate in real-time, enhancing productivity and ensuring everybody remains on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can produce design templates for common email actions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive designer documents, making it easy to integrate with other tools and build customized services.
This versatility permits freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to deployment.
You can create custom-made stages for various development stages, designate jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is paramount to your success. offers a cost effective and user-friendly option that perfectly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.