As a seasoned freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and supporting client relationships. In this article, I will dive into the benefits 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 novices hey men invite back in this video I will be revealing you how to utilize Streak Crm Free Download for your customer relations cooperation interaction 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 sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total novice it will help you customize an ideal process for your team and you will be able to get your work done now let’s in fact enter into the procedure now is offered as an extension and it’s completely free so when you get to the site you’ll get this alternative here which is contribute 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 add to Chrome click on ADD extension and your extension will be added 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 just check in make certain to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and then 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 combines so you can see this resembles our new dashboard for here I’ll be able to develop 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 on new pipeline here and we have different options firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size company size close rate email thread count days and state and notes so if you wish 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 in fact wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually choose different colors for each of the stages but I believe all of these are actually currently created so this is actually quite remarkable what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and then we have working out with negotiating I can opt for 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 various fields that you want so you will click on this plus here and we have free kind a date check box drop down General email email 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 in fact missing out on 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 all right let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have developed by date produced followers and more so I actually wish to opt for the produced.
by or possibly the fans since I wish to monitor my team members that are actually following this so I will you understand 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 available within streak is really among the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my project once again if I didn’t want to opt for these sales if I did with tasks then I can opt for the task stages right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also provide it different different colors we likewise have business Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others realty assistance and custom So within our assistance you can see we have incoming designated working on fixed and sound this is in fact pretty good and we likewise have customized where I can actually start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will just take a second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can really click on this drop down and we have manage stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on 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 created let’s state 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 two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a called also there’s one working out so I’ll just simply click on new now once you produce a lead we can really click here and it will now open the various 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 created remember and after that we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and comments you can change to the emails 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 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 when you’re made with this you can actually click get in and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have private alternative we have these three dots where we can find these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail very easily 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 merge e-mail and with combine email what takes place is I can really create a follow-up emails and various storage emails here and we have active advises so utilizing is truly easy you can start for free by just including the combination and now you know how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I’ve dealt with various customers, managed several tasks all at once, and preserved a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my mission for a solution, I checked out numerous 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 self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent reporters who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails easily, providing you a clear introduction of your communications with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from list building to task completion.
You can classify contacts, create custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial emails, and collaborate in real-time, boosting efficiency and making sure everybody remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can create templates for typical email responses, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to integrate with other tools and build customized solutions.
This flexibility permits freelance journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to release.
You can develop custom-made phases for various development stages, appoint jobs to employee, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and customization.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more inexpensive service, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. deals a budget friendly and user-friendly option that perfectly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.