As a skilled freelance journalist, I understand the difficulties of handling tasks, tracking leads, and supporting client relationships. In this short article, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to utilize Streak Crm Definitions for your client relations cooperation interaction and much more so let’s get into it firstly you require to go to streak.com and you will land on this site right here now is a kind 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 amazing and I’ll reveal you how to do that as a total beginner it will help you personalize a best procedure for your team and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s completely totally free so when you get to the website you’ll get this alternative 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 add to Chrome click ADD extension and your extension will be added fine 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 simply sign in make certain to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and updated 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 merges so you can see this is like our new dashboard for here I’ll have the ability to produce 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 create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead gotten in touch with 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 e-mail last email from lead Source top priority market deal size business size close rate email thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will offer your stage a name let’s say that you really wished to develop another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really select different colors for each of the stages however I believe all of these are really already created so this is actually quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo here and after that 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 desire so you will click this plus here and we have complimentary type a date check box fall General e-mail e-mail 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 choose this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date alright company’s size deal size and Business size okay let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually created by date produced fans and more so I actually wish to choose the produced.
by or maybe the followers due to the fact that I wish to keep an eye on my team members that are actually 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 lot of alternatives offered within streak is actually among the simplest and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my task once again if I didn’t want to choose these sales if I did with jobs then I can choose the job phases right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it different various colors we also have service Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others realty assistance and custom So within our assistance you can see we have inbound designated dealing with solved and sound this is really respectable and we also have custom-made where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na opt for 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 opt for the shared one here and click on produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can really click on this drop down and we have manage phase or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include 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 just call it brand-new and click on go into so now you can see we have one lead developed let’s say that there is actually 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 new 2 we can really open this up in a 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 contacted too there’s one working out so I’ll just merely click on new now as soon as you produce a lead we can in fact click on this link and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your once you’re done with this you can in fact click on get in 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 2 leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine e-mail and with merge email what takes place is I can in fact develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is actually simple you can begin totally free by simply including the combination and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As an independent journalist, I have actually worked with various customers, managed several projects all at once, and kept a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my quest for a solution, I explored different platforms however discovered them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to keep an eye on the development and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from lead generation to project conclusion.
You can categorize contacts, develop custom-made phases, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential emails, and team up in real-time, enhancing performance and making sure everybody remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can produce design templates for common e-mail actions, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive designer paperwork, making it simple to incorporate with other tools and construct custom-made services.
This versatility allows freelance reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to release.
You can develop custom stages for various development phases, designate tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more economical solution, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is vital to your success. deals a user-friendly and inexpensive service that effortlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.