As a seasoned freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to use Streak Crm Cards for your client relations cooperation communication and much more so let’s enter into it to start with you require to go to streak.com and you will arrive on 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 really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete novice it will help you customize a best procedure for your team and you will have the ability to get your work done now let’s actually enter the process now is readily available as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this choice here which is contribute 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 added all right 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 simply check in make certain to sign.
into the exact same Gmail that you have actually included the uh you understand 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 appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new dashboard for here I’ll be able to create 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 in fact do that you will click new pipeline here and we have different options first of all 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 contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will give your stage a name let’s say that you in fact wished to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually select different colors for each of the stages however I believe all of these are really currently developed so this is really quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the very same thing we just opt for 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 after that we have negotiating with negotiating I can choose 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 on this plus here and we have totally free type a date check box drop down General e-mail email tracking job 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 really missing and I’ll really rearrange and put the notes here all right email thread count close date all right company’s size deal size and Business size fine let’s get rid of the company size and I’m gon na really discover something else within the basic where we have produced by date developed followers and more so I really want to choose the developed.
by or possibly the followers due to the fact that I wish to monitor 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 wanted for my pipeline now you can see there are a great deal of options offered within streak is actually one of the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my job again if I didn’t wish to opt for these sales if I did with jobs then I can opt for the project stages right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it various different colors we also have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others real estate assistance and custom-made So within our support you can see we have actually inbound appointed dealing with dealt with and noise this is actually pretty good and we likewise have custom where I can actually start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click 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 create now it will simply take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click this fall and we have handle phase or rename so as I continue as I add different 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 ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have one lead created let’s say that there is really 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 actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted also there’s one working out so I’ll just merely click brand-new now once you develop a lead we can really 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 various columns we have the fields that we produced remember and after that we have invite teammates so from here I can welcome the employee we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even publish 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 create a lead within your once you’re finished with this you can really click go into 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 pick different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able 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 actually integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail very easily from here and it will likewise show 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 email and with merge e-mail what occurs is I can actually create a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really simple you can get started for free by simply including the combination and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As an independent reporter, I’ve dealt with numerous clients, managed multiple tasks all at once, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged 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 pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, providing you a clear summary of your interactions with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to project completion.
You can classify contacts, produce customized phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, boosting efficiency and guaranteeing everybody stays on the exact same page.
Customizable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce design templates for typical email responses, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom services.
This versatility permits independent journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software development tasks, from ideation to release.
You can develop customized phases for different development phases, assign jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, minimizing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Cost:.
provides a more budget-friendly solution, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail communication.
Conclusion:.
As an independent journalist, handling your hiring process and client relationships is critical to your success. deals a economical and intuitive solution that perfectly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.