As an experienced freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of using 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 men welcome back in this video I will be showing you how to use Https://Blog.Streak.Com/Sales/Types-of-crm for your customer relations cooperation communication and a lot more so let’s get into it firstly you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete newbie it will assist you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s really get into the procedure now is offered as an extension and it’s entirely free so once you get to the site you’ll get this choice 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 on add to Chrome click 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 added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this 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 new dashboard for here I’ll be able to produce 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 produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different choices first of all 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 called pitched demonstration working out 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 e-mail from lead Source concern market offer size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus on top and you will offer your phase a name let’s say that you in fact wanted to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact pick various colors for each of the stages however I believe all of these are in fact currently developed so this is really quite remarkable what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo 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 various fields that you want so you will click on this plus here and we have totally free type a date check box fall General e-mail e-mail tracking job calls and conferences so I don’t 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 go with this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here fine email thread count close date all right company’s size deal size and Business size alright let’s get rid of the business size and I’m gon na actually find something else within the general where we have created by date created fans and more so I actually want to choose the produced.
by or perhaps the followers because I want to keep track of my staff member 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 lot of options readily available within streak is in fact among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my task again if I didn’t want to choose these sales if I made with tasks then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise offer it various various colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your stages job search investor fundraising others real estate assistance and customized So within our support you can see we have actually inbound designated dealing with solved and noise this is really pretty good and we likewise have custom-made where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on create now it will simply take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage phase or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll be able 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 new and click enter so now you can see we have actually one lead created 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 brand-new I’m going to add another lead let’s call it new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just simply click on brand-new now once you create a lead we can actually click here and it will now open up the various fields that we added so this is a 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 welcome colleagues so from here I can invite the employee we have add columns we have emails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re made with this you can actually click enter and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have private option we have these 3 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 really incorporate um other apps within yourr transfer information for notices for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly 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 change to our simple 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 actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is really simple you can get started free of charge by simply adding the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a freelance journalist, I’ve worked with various customers, handled numerous projects simultaneously, and preserved a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my mission for an option, I explored numerous platforms but found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance journalists who heavily depend on email communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to keep track of the progress and handle of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from list building to project completion.
You can classify contacts, produce custom-made phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important emails, and work together in real-time, improving productivity and making sure everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce design templates for typical e-mail responses, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer documentation, making it simple to integrate with other tools and build custom services.
This flexibility allows self-employed journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to implementation.
You can create custom-made phases for various advancement phases, appoint tasks to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email communication.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. offers a budget-friendly and intuitive solution that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.