As an experienced freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and nurturing client relationships. In this article, I will delve into the benefits of utilizing 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 use for beginners hey people invite back in this video I will be revealing you how to use How To Create Categories Of Professions In Streak Crm for your client relations cooperation communication and far more so let’s enter it first of all you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total novice it will help you personalize an ideal procedure for your group and you will be able to get your work done now let’s in fact get into the process now is offered as an extension and it’s entirely free so when you get to the site you’ll get this choice 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 on contribute to Chrome click 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 directly 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 same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click allow after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this brand-new alternative 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 is like our brand-new dashboard for here I’ll be able 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 develop a new pipeline let’s actually do that you will click on new pipeline here and we have different choices firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source priority market 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 on this Plus at the top and you will provide your phase a name let’s state that you actually wanted to create another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really pick different colors for each of the stages however I think all of these are actually currently created so this is actually quite outstanding what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the 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 in fact let’s eliminate the demo here and then we have negotiating with negotiating I can opt for 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 free form a date check box fall General email e-mail tracking task calls and meetings 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 go with this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here okay email thread count close date alright business’s size offer size and Business size okay let’s get rid of the business size and I’m gon na really discover something else within the general where we have created by date developed followers and more so I really want to opt for the produced.
by or possibly 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 know 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 lot of options offered within streak is really one of the simplest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my project once again if I didn’t want to choose these sales if I did with projects then I can opt for the project phases right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also offer it different different colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming appointed dealing with fixed and noise this is actually respectable and we also have custom-made where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose the sales here and click on produce 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 develop now it will just take a second for a street to develop 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 fall and we have manage phase or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here include 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 brand-new and click on get in so now you can see we have actually one lead developed let’s say that there is really 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 brand-new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just merely click on new now once you produce a lead we can in fact click on this link and it will now open the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced remember and after that we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re finished with this you can actually click go into and it will be closed now it will show 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 called 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 perform bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have personal option we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can change to our easy Gmail really quickly from here and it will likewise show me the e-mails 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 merge e-mail and with merge email what occurs is I can in fact create a follow-up emails and different storage emails here and we have active instructs so utilizing is actually simple you can begin free of charge by just including the combination and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I have actually worked with many clients, managed multiple tasks simultaneously, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for an option, I explored various platforms but discovered them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who greatly rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to handle and keep track of the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from list building to task conclusion.
You can categorize contacts, produce customized stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, boosting performance and making sure everybody stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce templates for typical email reactions, 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 benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and build customized options.
This flexibility enables freelance journalists with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to release.
You can produce custom-made stages for different development phases, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use functions, lessening the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent journalist, handling your hiring procedure and client relationships is paramount to your success. deals a affordable and user-friendly option that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.