As an experienced freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be revealing you how to use Streak Free Crm Features for your customer relations collaboration interaction and much more so let’s enter it firstly you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete newbie it will assist you customize a best process for your team and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally complimentary so when you get to the website you’ll get this choice here which is add 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 add to Chrome click on ADD extension and your extension will be included okay 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 just sign in make certain to sign.
into the very 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 simply scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new control panel for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s really do that you will click new pipeline here and we have different choices first of all 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 called pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size business size close rate email thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will give your phase a name let’s say that you in fact wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I think all of these are in fact already developed so this is in fact pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo 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 stages 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 totally free type a date check box fall General e-mail e-mail 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 really missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date fine company’s size deal size and Company size alright let’s eliminate the company size and I’m gon na really discover something else within the general where we have actually created by date produced fans and more so I in fact wish to opt for the produced.
by or perhaps the followers because I wish to track my employee that are actually 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 lot of alternatives available within streak is actually one of the simplest and among the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t want to go for these sales if I finished with jobs then I can go with the job phases 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 also give it various various colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others realty support and custom-made So within our support you can see we have incoming appointed dealing with fixed and noise this is in fact pretty good and we also have custom where I can actually start something from the scratch totally according to my service for me we just have the sales so I’m gon na opt for the sales here and click develop private 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 develop now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click on this fall and we have manage stage or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click get in so now you can see we have actually one lead developed 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 add another lead let’s call it brand-new two we can in fact open this up in a new tab from here too however I’m just for now I’m just 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 merely click brand-new now once you produce a lead we can actually click here 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 created remember and then we have welcome teammates so from here I can welcome the team members we have include columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails 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 meeting 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 on go into and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer information for notices for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information 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 easy Gmail extremely quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can really produce a follow-up emails and different storage emails here and we have active instructs so utilizing is truly simple you can get going for free by simply adding the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As a freelance journalist, I’ve worked with numerous customers, managed several projects at the same time, and maintained a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my quest for a service, I explored various platforms however found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent journalists who heavily depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails easily, providing you a clear summary of your communications with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, develop custom stages, set tips, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, enhancing performance and guaranteeing everybody stays on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop templates for common e-mail responses, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and develop custom-made services.
This versatility permits independent reporters with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application development projects, from ideation to release.
You can create custom phases for various advancement phases, appoint jobs to team members, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for combination and customization.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more economical service, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
As a freelance journalist, managing your hiring process and client relationships is critical to your success. deals a instinctive and cost effective service that seamlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
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 ventures.