As a seasoned freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be revealing you how to utilize Streak Free Crm Contact Limit for your consumer relations collaboration interaction and a lot more so let’s enter into it to start with you require to go to streak.com and you will arrive on 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 Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total newbie it will help you personalize an ideal process for your group and you will have the ability to get your work done now let’s actually 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 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 simply sign in make sure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and upgraded reply and then we have this brand-new choice which is the pipeline so if I click on 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 control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these phases 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 alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will offer your stage a name let’s state that you really wanted to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact choose various colors for each of the stages but I believe all of these are really already produced so this is in fact quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demo 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 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 on this plus here and we have complimentary kind a date check box drop down 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 choose this one here this is the field that was really missing and I’ll really rearrange and put the notes here fine e-mail thread count close date okay business’s size deal size and Business size fine let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually created by date developed fans and more so I really wish to go for the developed.
by or possibly the fans since I wish to keep track of my team members that are in fact 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 lot of alternatives offered within streak is really one of the most convenient and among the most uh you know flexible 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 tasks then I can choose the job stages right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also offer it various different colors we also have company Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search financier fundraising others realty support and custom So within our assistance you can see we have actually incoming assigned dealing with solved and noise this is really respectable and we likewise have customized where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can actually click on this fall and we have handle stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able 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 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 really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new 2 we can really open this up in a 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 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click brand-new now as soon as you develop a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload 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.
attachments so this is how you develop a lead within your as soon as you’re done with this you can actually click go into and it will be closed now it will reveal 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 gotten in touch with 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 also 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 find these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can change to our simple 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 created we will even have our combine emails now with our so this is the combine email and with combine email what happens is I can in fact produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly simple you can start for free by just adding the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed reporter, I have actually dealt with various customers, managed numerous projects concurrently, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a solution, I explored various platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily depend on email communication. Here are some key advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear overview of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to keep track of the development and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to job completion.
You can classify contacts, create custom phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential emails, and team up in real-time, enhancing efficiency and ensuring everyone stays on the very same page.
Customizable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can create design templates for typical email actions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive developer documents, making it easy to integrate with other tools and construct customized solutions.
This flexibility permits freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to deployment.
You can create custom phases for different development phases, appoint jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Economical option for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
offers a more inexpensive solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Integration:.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
Conclusion:.
As a freelance reporter, managing your hiring process and customer relationships is vital to your success. offers a inexpensive and instinctive solution that perfectly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, 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 impact of Streak CRM in your freelance journalism undertakings.