As an experienced freelance journalist, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this short article, I will dig into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to utilize Streak Crm Get Started for your client relations partnership interaction and much more so let’s get into it first of all you require 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 actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete novice it will assist you tailor a best process for your group and you will have the ability to get your work done now let’s really get into the procedure now is available as an extension and it’s totally free so as soon as you get to the site you’ll get this choice here which is contribute 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 added okay it’s done and now it is contributing to Gmail and it will take me directly 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 ensure to sign.
into the 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 just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and updated reply and then we have this brand-new option 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 dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have various options to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size company size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact select various colors for each of the stages but I think all of these are in fact currently created so this is really pretty 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 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 demo here and then we have working out with negotiating I can choose 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 totally free kind a date check box drop down General email e-mail tracking job 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 choose this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here alright email thread count close date alright business’s size offer size and Business size okay let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually created by date created followers and more so I really wish to opt for the produced.
by or possibly the followers due to the fact that I want to track my team members that are in fact 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 great deal of choices readily available within streak is in fact among the simplest and among the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the job phases right here and again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also offer it various different colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others property assistance and custom So within our support you can see we have actually inbound appointed working on solved and sound this is actually pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click on 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 create now it will simply take a 2nd 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 add my Lead Series so you can actually click this fall and we have manage phase or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here include a box so click on ADD box here and I’m going to include 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 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 new I’m going to include 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 in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on brand-new now once you produce a lead we can in fact click on this link and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re made with this you can in fact click on go into 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 two leads one called 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom builds 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 develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail really easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what takes place is I can really produce a follow-up emails and various storage emails here and we have active instructs so using is truly easy you can begin for free by just including the combination and now you know 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 offer some context about my career and how it connects to. As a self-employed reporter, I have actually worked with numerous clients, managed multiple tasks simultaneously, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a service, I checked out different platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who heavily count on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails easily, providing you a clear overview of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from list building to job completion.
You can categorize contacts, create customized phases, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share essential emails, and team up in real-time, enhancing efficiency and making sure everyone remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for typical e-mail reactions, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to incorporate with other tools and develop custom-made services.
This flexibility permits independent journalists with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software development projects, from ideation to deployment.
You can create customized phases for various development phases, appoint jobs to employee, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, reducing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive service, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is critical to your success. deals a budget friendly and user-friendly solution that flawlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.