As a skilled freelance journalist, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits 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 use for novices hey people invite back in this video I will be revealing you how to use Streak Es Un Crm for your client relations cooperation communication and far more so let’s enter it firstly you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete beginner it will assist you customize an ideal process for your team and you will have the ability to get your work done now let’s really enter the process now is readily available as an extension and it’s totally totally free so when you get to the site 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 add to Chrome click on ADD extension and your extension will be included fine it’s done and now it is contributing 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 ensure to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-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 resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s really do that you will click brand-new pipeline here and we have different options first off we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo 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 e-mail last e-mail from lead Source top priority industry deal size business size close rate e-mail 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 state that you actually wanted to produce another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select different colors for each of the stages however I believe all of these are really currently developed so this is actually pretty excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we simply opt for 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 working out with negotiating I can go with 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 want so you will click on this plus here and we have complimentary type a date check box drop down General email email tracking task calls and conferences so I do not 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 go with this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here okay e-mail thread count close date okay business’s size deal size and Business size all right let’s get rid of the business size and I’m gon na really find something else within the general where we have produced by date developed followers and more so I in fact want to go for the created.
by or possibly the fans because I want to monitor 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 desired for my pipeline now you can see there are a great deal of options readily available within streak is in fact among the easiest and one of the most uh you know versatile out there it’s very easy to use with templates we have projects too within my job again if I didn’t want to go for these sales if I did with projects then I can go with the project stages right here and 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 also offer it various different colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search investor fundraising others property support and custom-made So within our support you can see we have actually incoming designated dealing with solved and sound this is in fact pretty good and we also have custom where I can in fact start something from the scratch completely according to my business for me we merely have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can really click on this drop down and we have manage phase or rename 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 add it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click on go into so now you can see we have actually one lead produced let’s say that there is in fact 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 two we can really open this up in a brand-new tab from here too but 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 state there was a contacted as well there’s one negotiating so I’ll just merely click on new now when you develop a lead we can in fact click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re made with this you can really click go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with merge e-mail what occurs is I can actually produce a follow-up emails and different storage emails here and we have active instructs so using is truly easy you can begin totally free by just including the combination and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As an independent reporter, I have actually dealt with many customers, managed numerous projects simultaneously, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my mission for an option, I explored various platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on email communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from list building to job completion.
You can categorize contacts, create customized phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with collaboration by allowing you to share pipelines and interact with team members within the platform.
You can assign tasks, share important e-mails, and collaborate in real-time, improving efficiency and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can produce design templates for common e-mail actions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to integrate with other tools and develop customized services.
This flexibility allows self-employed reporters with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to deployment.
You can produce custom phases for various advancement phases, assign jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more cost effective option, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail communication.
As a self-employed journalist, handling your hiring procedure and client relationships is vital to your success. deals a affordable and instinctive service that effortlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.