As an experienced freelance journalist, I understand the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be showing you how to utilize Sign Up For Streak Free Crm for your client relations partnership communication and far more so let’s enter into it to start with you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total novice it will assist you personalize an ideal procedure 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 totally free so once you get to the website you’ll get this option here which is contribute 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 add to Chrome click on ADD extension and your extension will be added okay it’s done and now it is adding 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 sign in ensure to sign.
into the same Gmail that you have 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 allow after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this new option 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 control panel 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 create a brand-new pipeline let’s actually do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead contacted pitched demo negotiating 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 email from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will provide your stage a name let’s say that you actually wanted to produce another um you understand stage 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 but I believe all of these are in fact currently produced so this is in fact quite outstanding what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are type of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and then 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 various fields that you want so you will click this plus here and we have free form a date check box fall General e-mail email tracking task calls and meetings so I do not 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 opt for this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here alright email thread count close date alright company’s size deal size and Company size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually produced by date created fans and more so I really wish to go for the produced.
by or maybe the followers due to the fact that I want 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 wanted for my pipeline now you can see there are a great deal of choices available within streak is really among the simplest and among the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t wish to opt for these sales if I finished with projects then I can opt for the task stages right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can also offer it various different colors we likewise have company Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others property assistance and customized So within our assistance you can see we have actually incoming assigned dealing with resolved and sound this is actually respectable and we also have customized where I can actually start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on produce now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click on this fall and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to include a box in the lead area 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 state 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 add another lead let’s call it new two 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 by doing this now you can see we have two leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just merely click on brand-new now when you develop a lead we can actually click on this link and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your once you’re made with this you can actually click get in 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 called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail very quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine email and with merge email what occurs is I can actually create a follow-up emails and different storage e-mails here and we have active instructs so using is really easy you can begin free of charge by just including the combination and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I’ve worked with many clients, managed multiple tasks simultaneously, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for a solution, I explored different platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for freelance journalists who greatly depend on email communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, offering you a clear overview of your communications with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to handle and keep track of the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from lead generation to task conclusion.
You can classify contacts, produce custom phases, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share important emails, and team up in real-time, enhancing performance and guaranteeing everybody remains on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce design templates for common email actions, schedule follow-ups, and established tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial designer paperwork, making it easy to incorporate with other tools and develop customized services.
This flexibility permits freelance journalists with coding skills to extend the performance of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software advancement tasks, from ideation to release.
You can create custom-made phases for different development phases, designate tasks to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable option, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring procedure and client relationships is vital to your success. deals a instinctive and affordable service that effortlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.