As an experienced freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this article, I will delve into the benefits 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 beginners hey men invite back in this video I will be showing you how to utilize Streak Crm Roi for your customer relations cooperation interaction 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 kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total beginner it will assist you customize a perfect process for your group and you will be able to get your work done now let’s in fact get into the process now is available as an extension and it’s entirely totally free so as soon as you get to the website 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 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 merely check in ensure to sign.
into the same Gmail that you have included 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 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 emails and updated reply and then we have this brand-new alternative 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 is like our brand-new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will give your stage a name let’s say that you in fact wished to create another um you understand stage here for example 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 actually pick various colors for each of the stages however I believe all of these are really currently created so this is in fact pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and after that we have working out 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 different fields that you want so you will click this plus here and we have complimentary form a date check box fall General e-mail 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 in fact missing out on and I’ll really rearrange and put the notes here all right email thread count close date fine company’s size offer size and Company size alright let’s eliminate the business size and I’m gon na really find something else within the basic where we have created by date developed fans and more so I actually wish to opt for the developed.
by or possibly the followers since I want to keep track of my employee that are in fact 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 options offered within streak is really one of the most convenient and one of the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my job again if I didn’t want to go for these sales if I finished 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 choose these stages from here on this plus button here and you can likewise give it various various colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others realty support and custom-made So within our assistance you can see we have inbound designated dealing with dealt with and sound this is actually respectable and we likewise have custom where I can really start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose the sales here and click develop 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 simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click this drop down and we have manage stage or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click enter so now you can see we have actually one lead developed let’s state that there is really 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 two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click on new now as soon as you create a lead we can actually click on this link and it will now open the different fields that we included so this is a brand-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 welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails 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 conference notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re made with this you can actually 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 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 as well uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our basic Gmail extremely easily from here and it will also show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what happens is I can really create a follow-up e-mails and various storage emails here and we have active instructs so using is truly simple you can get started totally free by simply adding the integration and now you know how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As an independent journalist, I have actually dealt with numerous clients, managed numerous projects simultaneously, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my quest for an option, I checked out various platforms but discovered them to be either too expensive 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 customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance reporters who heavily rely on email interaction. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize 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 easy to manage and monitor the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from list building to job conclusion.
You can categorize contacts, develop custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
helps with collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important emails, and work together in real-time, improving efficiency and ensuring everyone remains on the exact same page.
Customizable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop templates for common e-mail responses, schedule follow-ups, and established suggestions, 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 application advancement. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and comprehensive designer documents, making it simple to integrate with other tools and build custom solutions.
This flexibility allows independent reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to deployment.
You can develop customized stages for different development stages, designate jobs to staff member, and track progress effectively.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
offers a more budget-friendly service, particularly for freelancers and small companies.
HubSpot has a free version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Integration:.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email interaction.
Conclusion:.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. deals a budget-friendly and instinctive solution that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, writer, or editor 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 impact of Streak CRM in your freelance journalism ventures.