As a skilled freelance journalist, I understand the obstacles of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to utilize Streak Crm Feature List for your consumer relations collaboration communication and far more so let’s enter into it firstly you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total novice it will help you personalize a best procedure for your team and you will be able to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s totally complimentary so as soon as you get to the site 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 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 simply check in ensure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and updated reply and after that 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 is like our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact 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 choose these phases for your pipeline and you can in fact we have a lead called pitched demo working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size business 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 on top and you will give your stage a name let’s state that you really wished to produce another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually pick various colors for each of the stages however I think all of these are actually already created so this is really quite remarkable 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 kind of like the same thing we simply opt for 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 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click on this plus here and we have complimentary kind a date check box drop down General email email tracking job calls and conferences so I do not 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 really missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date okay company’s size offer size and Company size okay let’s get rid of the business size and I’m gon na really find something else within the general where we have actually developed by date produced fans and more so I actually wish to go for the developed.
by or perhaps the fans since I wish to monitor my staff member that are actually following this so I will you know put it right here now these are the some 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 most convenient and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my task again if I didn’t wish to go for these sales if I did with projects then I can go with the task phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also provide it various various colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others realty assistance and custom So within our assistance you can see we have actually incoming appointed dealing with fixed and sound this is really respectable and we likewise have custom-made where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce 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 on this fall and we have manage 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 add a box in the lead area here and let’s just call it brand-new and click on get in so now you can see we have actually one lead produced let’s state that there is really 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 include another lead let’s call it brand-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 by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click brand-new now as soon as you produce a lead we can in fact click on this link and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed remember and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can change 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 remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re finished with this you can actually 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 two 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 too uh another thing with srix on top you will be able to see we have private option we have these three dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail really easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed 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 really develop a follow-up e-mails and different storage e-mails here and we have active advises so using is truly simple you can start totally free by just including the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I’ve worked with numerous clients, managed several tasks at the same time, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my quest for an option, I explored numerous platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance reporters who greatly count on e-mail communication. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to handle and monitor the development of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from lead generation to job conclusion.
You can classify contacts, produce customized phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with employee within the platform.
You can assign tasks, share important emails, and team up in real-time, boosting productivity and making sure everyone stays on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop design templates for common email actions, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application development. Here’s how:.
provides a robust API and extensive designer documents, making it simple to integrate with other tools and develop custom services.
This flexibility enables independent reporters with coding skills to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application development jobs, from ideation to implementation.
You can create custom phases for different development stages, designate jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, minimizing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable option, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email communication.
As an independent journalist, managing your hiring process and client relationships is critical to your success. deals a budget-friendly and intuitive option that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.