As a seasoned freelance journalist, I comprehend the difficulties of handling tasks, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to use Is Streak Crm for your client relations cooperation interaction and much more so let’s get into it first of all you need to go to streak.com and you will arrive on this website right here now is a type 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 actually remarkable and I’ll reveal you how to do that as a complete 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 into the procedure now is offered as an extension and it’s completely complimentary 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 on add to Chrome click on 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 simply sign in make sure to sign.
into the very 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 just scroll down and click allow after including 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 e-mails and updated reply and then we have this brand-new alternative 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 brand-new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales 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 firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead gotten in touch with 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 email last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will provide your phase a name let’s state that you really wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact select various colors for each of the stages but I believe all of these are actually currently created so this is in fact pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and then we have working out with negotiating I can opt for 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 desire so you will click this plus here and we have free form a date check box drop down General e-mail email tracking job calls and meetings 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 actually rearrange and put the notes here okay e-mail thread count close date alright company’s size deal size and Business size fine let’s get rid of the business size and I’m gon na actually discover something else within the general where we have actually created by date developed followers and more so I actually want to opt for the developed.
by or maybe the followers due to the fact that I want to keep track of my team members that are actually following this so I will you understand 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 alternatives readily available within streak is actually among the simplest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my job once again if I didn’t wish to opt for these sales if I made with projects then I can go with the job phases right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also offer it various various colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search financier fundraising others property assistance and customized So within our assistance you can see we have incoming assigned working on resolved and sound this is actually respectable and we also have customized where I can actually 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 on develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will just take a second 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 fall and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click on get in so now you can see we have one lead produced let’s say 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 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 in this manner now you can see we have two leads then let’s state there was a contacted also there’s one working out so I’ll just merely click new now when you develop a lead we can in fact click here and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and after that we have the comments 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 as soon as you’re made with this you can really 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 choose different 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 have the ability to see we have private choice we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our simple 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 produced we will even have our merge e-mails now with our so this is the combine e-mail and with merge e-mail what takes place is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so using is really easy you can get started totally free by just including the combination and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I’ve worked with many clients, managed several tasks at the same time, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my mission for a service, I explored various platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who greatly count on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to manage and keep track of the development of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from lead generation to task completion.
You can classify contacts, produce custom-made stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share essential e-mails, and team up in real-time, improving productivity and guaranteeing everybody stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can create templates for common e-mail responses, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to integrate with other tools and build custom-made solutions.
This flexibility permits independent reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to release.
You can develop custom-made phases for various advancement stages, assign tasks to employee, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use features, minimizing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical service, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail communication.
As a freelance journalist, managing your hiring process and client relationships is paramount to your success. deals a instinctive and economical option that flawlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.