As a skilled freelance journalist, I comprehend the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Streak Crm Database For Small Busineses for your customer relations cooperation communication and a lot more so let’s enter into it firstly you need to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete novice it will help you customize an ideal process for your team and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s completely free so once you get to the site you’ll get this alternative 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 add to Chrome click ADD extension and your extension will be included alright 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 sign in make certain to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely 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 updated 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 be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different choices first off we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will give your stage a name let’s state that you really wanted to develop another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select different colors for each of the stages but I believe all of these are really already developed so this is actually quite excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are sort 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 demonstration here and then we have working out with negotiating I can go with 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 complimentary kind a date check box drop down General e-mail e-mail tracking job 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 choose this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here all right e-mail thread count close date alright company’s size deal size and Company size okay let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have actually created by date developed followers and more so I really wish to opt for the developed.
by or possibly the fans because I wish to track my team members that are really 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 alternatives offered within streak is really one of the simplest and one of the most uh you know flexible out there it’s really easy to use with design templates we have jobs too within my task again if I didn’t wish to opt for these sales if I made with jobs then I can go with the job phases right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also provide it various various colors we also have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search investor fundraising others property assistance and custom So within our support you can see we have inbound designated dealing with fixed and noise this is in fact pretty good and we also have custom where I can really start something from the scratch completely according to my organization for me we just have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle phase or relabel so as I continue as I include various 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 add a box in the lead section here and let’s simply call it new and click enter so now you can see we have one lead developed 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 2 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 this way now you can see we have 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just merely click new now as soon as you create a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and after that we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even submit files and then we have the comments at the top here once 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 as soon as you’re done with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our data 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 various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have private alternative we have these three dots where we can discover these phases Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail really easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what happens is I can actually produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly simple you can get started for free by simply adding the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As an independent journalist, I’ve worked with many customers, handled numerous jobs at the same time, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I checked out various platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who heavily rely on e-mail interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, providing you a clear introduction of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to monitor the progress and handle of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from list building to job conclusion.
You can classify contacts, create custom phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, boosting efficiency and guaranteeing everybody remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to integrate with other tools and develop customized solutions.
This flexibility allows freelance reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software development projects, from ideation to release.
You can develop custom phases for different advancement stages, assign jobs to employee, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use functions, lessening the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more affordable solution, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more thorough suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a freelance journalist, handling your hiring procedure and client relationships is critical to your success. deals a instinctive and inexpensive service that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.