As a seasoned freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will dig into the benefits of utilizing for freelance journalism, explore its functions 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 showing you how to utilize How To Not Store Chatflow Conversation Information In Streak Crm for your client relations cooperation interaction and far more so let’s enter it first off you require 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 basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total beginner it will help you customize an ideal process for your team and you will be able to get your work done now let’s really enter the process now is readily available as an extension and it’s completely complimentary so once you get to the website you’ll get this option here which is contribute 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 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 very same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this brand-new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once 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 new pipeline here and we have different alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus on top and you will offer your stage a name let’s say that you really wanted to create another um you know phase here for instance 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 in fact select different colors for each of the stages however I believe all of these are really already created so this is actually quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demo here and after that 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 various fields that you want so you will click on this plus here and we have complimentary type a date check box fall General email email tracking task 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here alright email thread count close date all right company’s size offer size and Business size fine let’s eliminate the business size and I’m gon na really discover something else within the general where we have created by date produced fans and more so I actually want to go for the developed.
by or perhaps the fans due to the fact that I wish to keep an eye on my team members 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 in fact one of the most convenient and among the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my task again if I didn’t wish to go for these sales if I finished with jobs then I can go with the job stages right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise provide it various various colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your stages job search financier fundraising others real estate support and custom So within our assistance you can see we have actually inbound assigned working on resolved and noise this is really respectable and we also have custom-made where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na go with the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click on this drop down and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on 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 enter so now you can see we have actually one lead created let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new two 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 by doing this now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click brand-new now once you develop a lead we can really click here and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will show 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 meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re made with this you can really click enter 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 two leads one gotten in touch with 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 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 discover these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notices for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce 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 switch to our basic Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what takes place is I can actually develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is actually easy you can start totally free by just including the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As a freelance journalist, I have actually worked with numerous clients, handled several tasks simultaneously, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a service, I checked out various platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance reporters who heavily depend on e-mail interaction. Here are some key advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from list building to project completion.
You can classify contacts, develop custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can designate jobs, share crucial emails, and team up in real-time, boosting productivity and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for common email reactions, schedule follow-ups, and established reminders, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial developer paperwork, making it easy to integrate with other tools and develop customized solutions.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software advancement projects, from ideation to implementation.
You can produce custom-made stages for various advancement stages, assign jobs to staff member, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, decreasing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget-friendly option, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring process and customer relationships is critical to your success. deals a instinctive and cost effective option that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.