As an experienced freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to utilize In Streak Crm What Is A Custom View for your customer relations collaboration interaction and a lot more so let’s enter into it to start with you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete beginner it will assist you customize a perfect process for your group and you will have the ability to get your work done now let’s really enter the procedure now is available as an extension and it’s totally complimentary so when you get to the website you’ll get this option here which is add 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 fine it’s done and now it is contributing 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 exact 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 on permit after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then 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 combines so you can see this is like our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will provide your phase a name let’s say that you really wanted to create another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really select various colors for each of the stages however I believe all of these are really currently created so this is really quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo here and after that we have working out with negotiating I can choose 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 desire so you will click on this plus here and we have complimentary kind a date check box drop down General email e-mail tracking job 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 go with this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here fine email thread count close date fine business’s size deal size and Business size alright let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have developed by date created followers and more so I actually wish to choose the developed.
by or possibly the fans due to the fact that I wish to keep an eye on my staff member that are in fact following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is really among the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my job again if I didn’t want to go for these sales if I made with jobs then I can opt for the job phases right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also provide it various various colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others realty support and customized So within our assistance you can see we have actually incoming assigned working on solved and sound this is actually pretty good and we likewise have custom-made where I can in fact start something from the scratch totally according to my business for me we simply have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can really click on this drop down and we have handle phase or rename so as I continue 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 the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply 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 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted as well there’s one working out so I’ll just merely click on new now when you develop a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can invite the employee we have include columns we have emails files and remarks you can change 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 really click on get in and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 also uh one more thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can create 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 receiving for my pipelines that I have created we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually easy you can get going for free by just including the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before 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 dealt with various clients, managed multiple tasks at the same time, and preserved a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for an option, I explored various platforms but discovered them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent journalists who heavily depend on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, providing you a clear introduction of your interactions with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to manage and monitor the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from list building to job conclusion.
You can classify contacts, develop customized phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with team members within the platform.
You can assign tasks, share important emails, and collaborate in real-time, enhancing productivity and ensuring everyone stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create design templates for typical email actions, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom-made options.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to release.
You can develop customized phases for various advancement stages, appoint jobs to team members, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email interaction.
As an independent reporter, managing your hiring process and customer relationships is critical to your success. deals a cost effective and intuitive option that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative functions 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 content, writer, 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 undertakings.