As a seasoned freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to utilize Streak Crm For Desktop for your client relations cooperation communication and far more so let’s get into it to start with you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete novice it will assist you tailor a perfect procedure for your group and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s totally totally free so once you get to the site you’ll get this alternative here which is add to Chrome and you’re.
going to select 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 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 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 merely scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and updated 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 combines so you can see this is like our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a 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 select these stages for your pipeline and you can in fact we have actually a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you really wished to produce another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose different colors for each of the stages but I believe all of these are actually already developed so this is in fact quite remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are type of like the same thing we simply choose 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 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 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 form a date check box fall General email email 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 in fact missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date all right business’s size deal size and Company size fine let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have created by date produced fans and more so I really wish to go for the created.
by or possibly the followers because I wish to keep an eye on my staff member that are in fact 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 great deal of alternatives offered within streak is in fact one of the simplest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t want to choose these sales if I did with projects then I can go with the project phases right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it different various colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others property support and custom So within our support you can see we have actually inbound designated dealing with solved and noise this is really respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click on this drop down and we have handle phase or relabel so as I proceed as I add different 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 add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click enter so now you can see we have actually one lead created 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 however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a called as well there’s one working out so I’ll just merely click brand-new now as soon as you develop a lead we can in fact click on this link and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have welcome teammates so from here I can welcome 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 upload files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re done with this you can really click get in and it will be closed now it will show you something like this we have all of our information 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 various leads from here the stages and we can carry out 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 3 dots where we can find these phases Integrations and automation this is one of the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail very quickly from here and it will likewise show me the e-mails 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 combine e-mail and with merge email what takes place is I can in fact develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually simple you can get going totally free by simply adding the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent journalist, I have actually worked with numerous clients, handled several jobs all at once, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a service, I explored numerous 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 client relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who heavily depend on email interaction. Here are some key benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to handle and monitor the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from list building to task conclusion.
You can categorize contacts, create custom stages, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can designate jobs, share important emails, and work together in real-time, improving efficiency and ensuring everybody stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce templates for common e-mail responses, schedule follow-ups, and established tips, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive developer documentation, making it simple to incorporate with other tools and construct customized options.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and customize it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to deployment.
You can develop custom phases for different advancement phases, assign tasks to employee, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
provides a more comprehensive suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance reporter, managing your hiring procedure and client relationships is vital to your success. deals a budget-friendly and instinctive option that effortlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, editor, or author developer, 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 ventures.