As a skilled freelance journalist, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will delve 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 use for novices hey men welcome back in this video I will be revealing you how to use Streak Crm Video Option Not Displaying for your consumer relations cooperation interaction and much more so let’s enter into it first of all 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 add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total newbie it will help you customize a perfect process for your team and you will be able to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s completely complimentary so when you get to the website 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 added 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 simply check in ensure to sign.
into the 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 enable after including this is what your Gmail will look 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 brand-new choice 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 new dashboard for here I’ll be able 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 create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead contacted pitched demo working out close phone closed uh you understand 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 e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will give your stage a name let’s say that you in fact wished to create another um you understand phase here for instance 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 select different colors for each of the stages however I believe all of these are in fact currently created so this is really quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the very same thing we just choose 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 demonstration here and after that 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 totally free type a date check box fall General email 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 choose this one here this is the field that was actually missing and I’ll actually reorganize and put the notes here alright email thread count close date all right business’s size deal size and Company size fine let’s eliminate the company size and I’m gon na actually find something else within the general where we have produced by date produced followers and more so I actually want to choose the developed.
by or possibly the followers due to the fact that I wish to track my staff member that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of choices available within streak is in fact one of the most convenient and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project again if I didn’t wish to choose these sales if I made with projects then I can choose the project stages right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise provide it various different colors we also have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others realty assistance and custom So within our support you can see we have inbound assigned dealing with fixed and sound this is in fact pretty good and we likewise have custom where I can actually start something from the scratch totally according to my business 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 team member so I’m going to choose the shared one here and click on develop now it will simply take a second for a street to produce 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 this drop down and we have handle phase or rename so as I continue 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 include a box in the lead section here and let’s simply call it brand-new and click enter so now you can see we have 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 brand-new I’m going to include another lead let’s call it brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just simply click on brand-new now once you produce a lead we can in fact click on this link and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can invite the team members we have add columns we have emails files and comments you can switch to the e-mails and it will show you the emails 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.
attachments so this is how you produce a lead within your when you’re made with this you can really click on go into and it will be closed now it will show you something like this we have all of our data gathered 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 pick various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very easily from here and it will likewise show me the emails that I will be getting 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 e-mail what occurs is I can actually produce a follow-up e-mails and different storage emails here and we have active instructs so using is really easy you can get started for free by simply including the combination and now you understand how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve dealt with numerous customers, handled numerous jobs at the same time, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my mission for an option, I checked out different platforms however found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for independent reporters who greatly depend on e-mail communication. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to manage and keep an eye on the development of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from lead generation to job completion.
You can classify contacts, produce custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, improving efficiency and ensuring everyone stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create templates for typical email actions, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and construct custom-made services.
This versatility permits freelance reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to release.
You can develop custom stages for different development phases, assign tasks to staff member, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, lessening the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and modification.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As a self-employed reporter, handling your hiring procedure and customer relationships is vital to your success. deals a affordable and user-friendly service that effortlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.