As an experienced freelance journalist, I understand the difficulties of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dive 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 use for beginners hey people welcome back in this video I will be showing you how to use Streak Crm Platform Learning Center Course for your client relations cooperation interaction and a lot more so let’s enter into it to start with you need to go to streak.com and you will arrive on this site right here now is a kind 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 incredible and I’ll reveal you how to do that as a total beginner it will help you customize a best process for your group and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s completely free so as soon as you get to the site you’ll get this option 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 included all right it’s done and now it is adding 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 sign in make sure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and upgraded 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 merges so you can see this is like our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s in fact do that you will click on new pipeline here and we have various options firstly we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demo working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size business 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 say that you really wished to create another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually pick different colors for each of the stages however I think all of these are actually currently produced so this is really pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo 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 stages 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 complimentary type a date check box fall General e-mail email tracking task calls and meetings so I don’t 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 and I’ll in fact rearrange and put the notes here fine email thread count close date okay company’s size offer size and Business size alright let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually developed by date created followers and more so I actually wish to opt for the developed.
by or possibly the followers since I want to track my staff member that are in fact 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 options readily available within streak is actually among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my task again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the job stages right here and 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 provide it various various colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others property assistance and custom So within our support you can see we have inbound appointed dealing with resolved and noise this is in fact pretty good and we also have custom where I can really start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have manage phase or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on 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 enter so now you can see we have actually one lead developed let’s state that there is in fact closed one so I’m going to add 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 in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two 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 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 developed and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the emails 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 meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can really click on enter 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 called and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge email and with combine 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 truly simple you can get going free of charge by just including the combination and now you understand how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I’ve worked with many clients, handled multiple tasks at the same time, and kept an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my mission for a solution, I explored different platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed reporters who greatly rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, offering you a clear introduction of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to keep track of the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from lead generation to task conclusion.
You can classify contacts, develop customized phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, boosting productivity and making sure everybody remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create design templates for common email reactions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and develop custom options.
This versatility enables self-employed journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to deployment.
You can create customized phases for different advancement stages, assign tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, reducing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for integration and modification.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable service, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive 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 interaction.
As a self-employed journalist, managing your hiring procedure and client relationships is paramount to your success. offers a instinctive and inexpensive solution that perfectly incorporates with Gmail, allowing 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 simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.