As a skilled freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be revealing you how to use Streak Crm Reminder To Contact for your consumer relations partnership interaction and far more so let’s get into it firstly you require to go to streak.com and you will land 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 Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete beginner it will assist you personalize a best process for your group 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 entirely totally free so when you get to the website you’ll get this alternative 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 contribute to Chrome click 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 merely check in make certain to sign.
into the exact same Gmail that you have actually 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 permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and updated reply and after that we have this brand-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 control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have various alternatives first off 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 demonstration 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 email last email from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus on top and you will offer your stage a name let’s state that you really wished to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually select different colors for each of the stages but I believe all of these are really currently created so this is actually quite excellent what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really 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 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 this plus here and we have complimentary kind a date check box drop down General email e-mail 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here okay e-mail thread count close date all right company’s size deal size and Business size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have created by date developed followers and more so I actually want to go for the produced.
by or maybe the fans because I wish to track my employee that are really following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives available within streak is actually one of the most convenient and among the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my task again if I didn’t wish to go for these sales if I finished with tasks then I can opt for the job stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it different different colors we likewise have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others real estate assistance and custom So within our assistance you can see we have incoming designated dealing with solved and noise this is actually pretty good and we also have customized where I can in fact start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have manage phase 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 add a box in the lead section here and let’s just call it new and click on go into so now you can see we have one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include 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 2 leads then let’s say there was a called too there’s one working out so I’ll just simply click brand-new now as soon as you develop a lead we can in fact click here and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can invite the team members we have include columns we have emails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re made 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 2 leads one gotten in touch with 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 perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have personal alternative we have these three dots where we can discover these phases Combinations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what occurs is I can actually produce a follow-up e-mails and various storage e-mails 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 utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I have actually dealt with various customers, handled multiple projects simultaneously, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out numerous platforms however found 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who heavily rely on email interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails easily, giving you a clear introduction of your interactions with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to handle and keep track of the development of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to job completion.
You can classify contacts, create custom phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share important emails, and team up in real-time, boosting efficiency and ensuring everybody stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical email reactions, schedule follow-ups, and established tips, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to incorporate with other tools and build custom-made options.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to release.
You can create custom-made phases for different advancement stages, designate tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, lessening the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget-friendly solution, specifically for freelancers and small companies.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email communication.
As a freelance journalist, handling your hiring procedure and client relationships is paramount to your success. deals a cost effective and instinctive option that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.