As an experienced freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to use Streak Crm Social Media Search for your client relations cooperation communication and much more so let’s enter it first of all you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute 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 actually amazing and I’ll show you how to do that as a total beginner it will help you tailor a perfect process for your team and you will have the ability to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s totally totally free so when you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on 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 straight 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 sign in make sure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size business size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will provide your stage a name let’s say that you actually wanted to produce 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 give it your color so we can in fact select various colors for each of the stages but I think all of these are actually currently created so this is really pretty outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and then we have negotiating 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 various fields that you want so you will click this plus here and we have free type 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 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 choose this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here okay email thread count close date all right business’s size offer size and Company size fine let’s get rid of the company size and I’m gon na really discover something else within the basic where we have developed by date developed fans and more so I in fact want to choose the produced.
by or possibly the followers because I wish to track my staff member that are actually following this so I will you know 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 in fact one of the simplest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have projects too within my task again if I didn’t wish to go for these sales if I made with jobs then I can choose the job stages right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also offer it various different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others property assistance and customized So within our support you can see we have actually incoming designated working on dealt with and sound this is actually pretty good and we also have custom-made where I can in fact start something from the scratch absolutely 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 an employee so I’m going to opt for the shared one here and click develop now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click on this drop down and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply 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 include a box in the lead section here and let’s just call it new and click get in so now you can see we have actually one lead created 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 new I’m going to add another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply 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 merely click on brand-new now when you produce a lead we can actually click here 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 different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails 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 conference notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re made with this you can really click get in and it will be closed now it will show 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 contacted 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 another thing with srix on top you will have the ability to see we have personal option we have these three dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail really easily from here and it will also reveal me the emails 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 combine email and with combine email what happens is I can really develop a follow-up e-mails and different storage emails here and we have active advises so using is truly easy you can get going totally free by simply adding the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it associates with. As an independent reporter, I’ve worked with numerous clients, managed multiple projects simultaneously, and maintained a comprehensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my mission for an option, I explored various platforms but discovered them to be either too costly or too intricate 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 flawlessly incorporates with Gmail, making it perfect for freelance journalists who heavily depend on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, offering you a clear introduction of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to keep track of the development and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from list building to project conclusion.
You can categorize contacts, develop custom-made phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates collaboration by permitting you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, improving efficiency and making sure everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can produce templates for typical e-mail actions, schedule follow-ups, and set up tips, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it easy to incorporate with other tools and build custom solutions.
This versatility enables independent reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to implementation.
You can develop custom-made stages for various development stages, assign tasks to staff member, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of functions, consisting of sophisticated 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 integration with Gmail is useful for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. deals a intuitive and inexpensive solution that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.