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 self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be revealing you how to utilize Streak.Com Crm Managment Pipeline for your customer relations partnership interaction and a lot more so let’s enter it to start with you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total beginner it will assist you customize an ideal process for your team and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s completely free so when you get to the website 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 on contribute to Chrome click on ADD extension and your extension will be included okay 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 sign in ensure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this brand-new choice 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 resembles our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead called pitched demo 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 email last email from lead Source concern industry offer size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will give your phase a name let’s state that you really wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually choose different colors for each of the stages but I think all of these are really already developed so this is really pretty outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually 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 different fields that you want so you will click this plus here and we have totally free kind a date check box drop down General email 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 really missing out on and I’ll actually rearrange and put the notes here alright email thread count close date all right business’s size offer size and Company size all right let’s eliminate the business size and I’m gon na really discover something else within the basic where we have produced by date developed fans and more so I in fact wish to choose the created.
by or maybe the fans because I wish to keep track of my team members that are really following this so I will you understand 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 great deal of choices available within streak is actually among the simplest and one of the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my job again if I didn’t wish to choose these sales if I made with projects then I can opt for the job phases right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it various different colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others real estate support and customized So within our assistance you can see we have actually incoming designated working on resolved and noise this is really respectable and we likewise have custom where I can actually start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click this drop down 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 include 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 get in so now you can see we have actually one lead produced 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 brand-new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click on new now once you develop a lead we can actually click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can invite the staff member we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and then 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 produce a lead within your when you’re finished with this you can really click on enter and it will be closed now it will show 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced 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 really create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is really easy you can get going free of charge by just adding the combination and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance reporter, I’ve worked with various customers, handled numerous projects at the same time, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a service, I explored numerous platforms but found them to be either too costly or too complex 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 consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who greatly depend on email communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to manage and keep track of the development of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from list building to project completion.
You can classify contacts, produce customized phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, improving performance and ensuring everyone stays on the same page.
Adjustable Workflows:.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated jobs.
You can create templates for typical email reactions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and substantial developer documents, making it easy to integrate with other tools and build custom options.
This flexibility enables independent reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement projects, from ideation to release.
You can develop custom-made stages for different advancement stages, appoint jobs to employee, and track development efficiently.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly features, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Economical service for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
provides a more affordable option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more comprehensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
Conclusion:.
As a self-employed reporter, handling your hiring process and client relationships is critical to your success. offers a cost effective and user-friendly solution that flawlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the innovative 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 an editor, material, or writer creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.