As a skilled freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and supporting client relationships. In this article, I will dig into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to use Software Streak Crm for your customer relations partnership 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 kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete newbie it will assist you customize a best process for your group and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this choice here which is contribute 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 contribute to Chrome click ADD extension and your extension will be included all right 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 ensure to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and upgraded 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 merges so you can see this is like our new control panel for here I’ll have the ability to produce a 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 new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size business size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will offer your phase a name let’s state that you really wished to create another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose various colors for each of the stages but I believe all of these are in fact already created so this is in fact quite impressive what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are sort of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo 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 phases 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 complimentary type a date check box fall General email email tracking task 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 opt for this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here okay email thread count close date fine company’s size deal size and Business size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have produced by date developed fans and more so I in fact want to opt for the developed.
by or perhaps the fans because I wish to keep track of my team members that are actually following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options offered within streak is in fact among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t want to go for these sales if I made with jobs then I can go with the task stages right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise give it different various colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others real estate support and custom So within our assistance you can see we have actually incoming appointed dealing with fixed and sound this is actually respectable and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na go with the sales here and click produce personal 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 produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click this fall 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 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 simply call it brand-new and click on enter so now you can see we have actually one lead developed let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new 2 we can really open this up in a new tab from here too however 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 state there was a contacted too there’s one working out so I’ll just merely click brand-new now when you produce a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal 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 once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can actually click on get in 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 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 perform bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these phases Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our easy Gmail extremely quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge e-mail and with merge email what takes place is I can actually develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really simple you can get started totally free by simply including the integration and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance reporter, I’ve worked with numerous customers, managed several projects all at once, and kept a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my mission for a solution, I explored different platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for independent journalists who heavily rely on email communication. Here are some key benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, providing you a clear overview of your communications with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to handle and monitor the development of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from lead generation to job conclusion.
You can classify contacts, develop custom phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential emails, and team up in real-time, improving performance and ensuring everyone stays on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can create templates for common email reactions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct custom-made options.
This flexibility enables self-employed journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application advancement tasks, from ideation to deployment.
You can produce custom stages for different development phases, assign tasks to employee, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, lessening the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As an independent journalist, handling your hiring process and customer relationships is vital to your success. deals a user-friendly and economical option that effortlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.