As a skilled freelance journalist, I comprehend the challenges of managing projects, tracking leads, and nurturing client relationships. In this short article, I will delve into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to use Streak Crm Social Media Integration for your client relations partnership interaction and much more so let’s enter into it first off you need to go to streak.com and you will land on this site 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 in fact turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total beginner it will assist you customize a best procedure for your team and you will be able to get your work done now let’s really get into the process now is readily available as an extension and it’s completely complimentary 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 on ADD extension and your extension will be included alright 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 simply sign in make sure to sign.
into the very 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 simply scroll down and click on enable after adding this is what your Gmail will appear 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 after that we have this new alternative 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 new dashboard for here I’ll have the ability to produce 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 new pipeline here and we have various options firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size business size close rate e-mail thread count days and state and keeps in mind 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 in fact wanted to develop another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact select different colors for each of the stages however I think all of these are actually currently developed so this is in fact quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have complimentary form a date check box fall General email email tracking task 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 go with this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here fine email thread count close date okay business’s size deal size and Company size all right let’s eliminate the company size and I’m gon na really find something else within the general where we have actually created by date produced followers and more so I really wish to opt for the produced.
by or perhaps the fans since I want to track my team members that are really following this so I will you know 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 great deal of choices available within streak is really among the easiest and among the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my project again if I didn’t want to go for these sales if I made with jobs then I can go with the task phases right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also provide it various different colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others property support and customized So within our support you can see we have inbound assigned dealing with dealt with and noise this is in fact respectable and we likewise have custom where I can in fact start something from the scratch completely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on produce now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can in fact 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 merely click and I’ll have the ability to add it click the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click on get in so now you can see we have actually one lead created let’s say that there is actually 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 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a called as well there’s one working out so I’ll just merely click brand-new now when you develop a lead we can really click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then 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 emails and it will show you the e-mails that you got in files we can even submit 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.
accessories so this is how you create a lead within your when you’re done with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can discover these stages Integrations and automation this is among the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notices for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and create our CSV files similarly now I can change to my various 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 also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge e-mail and with combine email what occurs is I can really create a follow-up e-mails and different storage e-mails here and we have active advises so using is actually simple you can start for free by just adding the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I’ve worked with various customers, managed multiple tasks concurrently, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a service, I checked out numerous platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily count on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, giving you a clear overview of your interactions with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to handle and monitor the development of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from list building to job completion.
You can classify contacts, develop custom stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential emails, and work together in real-time, enhancing performance and making sure everyone stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop templates for typical e-mail reactions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
supplies a robust API and extensive designer documentation, making it simple to integrate with other tools and construct custom-made options.
This versatility allows independent journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to release.
You can produce customized stages for different development phases, designate jobs to team members, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, decreasing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and modification.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more cost effective solution, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and customer relationships is critical to your success. offers a economical and intuitive service that perfectly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the sophisticated functions 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 author, material, or editor 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 effect of Streak CRM in your freelance journalism undertakings.