As an experienced freelance journalist, I understand the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Crm For Firefox for your customer relations partnership communication and much more so let’s get into it to start with you need to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total beginner it will help you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter the procedure now is available as an extension and it’s totally free so once you get to the website you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be included all right 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 ensure to sign.
into the exact 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 simply scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this brand-new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know 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 offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will provide your stage a name let’s say that you actually wanted to produce 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 however I believe all of these are really already produced so this is actually quite outstanding what I will do is I will actually eliminate 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 choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration here and then we have negotiating 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 free form a date check box drop down General email e-mail tracking task 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 in fact missing out on and I’ll in fact rearrange and put the notes here alright email thread count close date fine company’s size offer size and Business size alright let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually produced by date developed fans and more so I in fact wish to opt for the created.
by or possibly the fans due to the fact that I want to keep track of my staff member that are really following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of alternatives offered within streak is really one of the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my task once again if I didn’t want to go for these sales if I did with tasks then I can choose the task stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it various various colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others real estate support and custom-made So within our assistance you can see we have actually inbound assigned working on dealt with and noise this is actually respectable and we also have custom-made where I can actually start something from the scratch completely according to my company for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on produce now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can in fact click this fall 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 merely click and I’ll be able to include it click the top here add a box so click on 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 on enter so now you can see we have actually one lead produced let’s state that there is in fact closed one so I’m going to include 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 new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click on new now as soon as you create a lead we can really click here and it will now open up the various fields that we added so this is a brand-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 welcome the staff member we have include columns we have e-mails files and comments you can switch 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 remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can really click on go into 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 choose different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have private option we have these three dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with merge e-mail what takes place is I can really develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is really simple you can start free of charge by simply adding the integration and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a self-employed reporter, I’ve dealt with many customers, handled multiple tasks at the same time, and preserved a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my quest for an option, I explored various platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who greatly count on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, giving you a clear overview of your communications with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to keep an eye on the progress and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from list building to job completion.
You can categorize contacts, create custom-made stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can assign jobs, share essential emails, and team up in real-time, boosting efficiency and making sure everybody remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can create design templates for common e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to incorporate with other tools and construct custom-made solutions.
This flexibility enables freelance journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to release.
You can create customized stages for various development stages, appoint jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use functions, reducing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more affordable option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email communication.
As a freelance reporter, handling your hiring procedure and client relationships is vital to your success. deals a intuitive and affordable option that seamlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.