As an experienced freelance journalist, I understand the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to use Pricing Crm Streak for your client relations partnership communication and much more so let’s get into it to start with you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total novice it will assist you personalize an ideal process for your team and you will have the ability to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s completely free so once you get to the site you’ll get this choice here which is add 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 add to Chrome click on ADD extension and your extension will be included fine it’s done and now it is adding 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 ensure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that 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 merges so you can see this is like our new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will give your phase a name let’s state that you really wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really choose different colors for each of the stages however I think all of these are in fact currently produced so this is really quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that 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 various fields that you desire so you will click this plus here and we have free kind a date check box drop down General e-mail e-mail tracking task calls and meetings 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 in fact missing and I’ll actually rearrange and put the notes here alright e-mail thread count close date okay company’s size deal size and Business size all right let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have developed by date developed followers and more so I actually want to go for the produced.
by or maybe the fans because I want to monitor my employee that are actually 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 options readily available within streak is really among the easiest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t want to go for these sales if I did with tasks then I can go with the job stages right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also provide it various different colors we also have service 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 customized So within our support you can see we have actually inbound appointed working on resolved and sound this is in fact respectable and we likewise have custom-made where I can actually start something from the scratch completely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on create now it will just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click on this drop down and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include 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 section here and let’s simply call it new and click on get in so now you can see we have one lead developed 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 new I’m going to include another lead let’s call it new two we can really open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click brand-new now when you develop a lead we can in fact 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 different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have emails files and comments you can switch 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 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 produce a lead within your once you’re finished with this you can actually click on get in and it will be closed now it will reveal 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 contacted and something like this and this is where you will be getting your list we can select different 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 3 dots where we can find 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 information for notices for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge e-mail and with combine email what takes place is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active instructs so using is really easy you can begin for free by simply including the integration and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent journalist, I’ve worked with many clients, managed numerous jobs simultaneously, and maintained a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for an option, I checked out various platforms but discovered them to be either too intricate or too pricey 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 consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily count on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to keep track of the progress and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from list building to project completion.
You can categorize contacts, create customized phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, enhancing performance and making sure everyone stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop templates for typical e-mail reactions, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer documentation, making it easy to integrate with other tools and develop custom solutions.
This versatility enables freelance reporters with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement jobs, from ideation to implementation.
You can produce custom phases for various advancement phases, assign jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, decreasing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more economical option, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email interaction.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. deals a budget-friendly and instinctive option that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.