As a skilled freelance reporter, I understand the obstacles of handling projects, tracking leads, and supporting client 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 offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize Streak Free Crm Website Form Submission for your customer relations partnership interaction and far more so let’s get into it firstly you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total novice it will help you tailor an ideal process for your group and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally totally free so once you get to the website you’ll get this alternative 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 added all right it’s done and now it is contributing 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 make certain to sign.
into the very 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 just scroll down and click on permit 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 seen all tracked e-mails and upgraded reply and then 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 combines so you can see this is like our 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 produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have different choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will give your phase a name let’s state that you actually wished to create another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually pick various colors for each of the stages however I believe all of these are actually already produced so this is actually quite excellent 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 kind of like the very same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and after that 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 totally free kind a date check box fall General e-mail e-mail tracking task calls and conferences 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 really missing and I’ll actually reorganize and put the notes here fine e-mail thread count close date all right business’s size deal size and Company size okay let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have developed by date produced followers and more so I in fact want to go for the created.
by or perhaps the followers since I wish to keep an eye on my team members that are really following this so I will you know 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 readily available within streak is actually among the simplest and among the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my job again if I didn’t want to opt for these sales if I finished with jobs then I can choose the job stages right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also provide it various different colors we also have service 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 realty assistance and custom So within our assistance you can see we have incoming designated working on fixed and noise this is in fact respectable and we also have custom-made where I can actually start something from the scratch totally according to my service for me we simply have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a staff member 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 create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can really click this fall and we have handle phase or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include a box so click 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 enter so now you can see we have actually one lead created let’s state that there is actually 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 just gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted also there’s one working out so I’ll just simply click new now as soon as you produce a lead we can really 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 various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the staff member we have include columns we have e-mails files and comments 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 after that we have the comments 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 when you’re made with this you can in fact click go into and it will be closed now it will reveal 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 called 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 too uh another thing with srix at the top you will have the ability to see we have private option we have these three dots where we can find these phases Integrations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge 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 advises so utilizing is actually easy you can get started totally free by just including the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve dealt with many customers, managed several jobs at the same time, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a service, I explored different platforms however found them to be either too costly or too intricate 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 perfectly integrates with Gmail, making it perfect for self-employed reporters who heavily count on email communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, providing you a clear summary of your communications with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from list building to task completion.
You can classify contacts, produce custom stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share important e-mails, and team up in real-time, enhancing efficiency and making sure everyone remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create templates for common e-mail responses, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer documents, making it easy to integrate with other tools and build custom-made services.
This flexibility permits self-employed reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement projects, from ideation to deployment.
You can produce custom phases for various advancement stages, designate tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, reducing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more affordable service, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more detailed suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is critical to your success. deals a instinctive and economical solution that seamlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.