As an experienced freelance journalist, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be revealing you how to utilize Breezy Hr To Streak Crm for your consumer relations cooperation interaction and much more so let’s enter into it first of all you need to go to streak.com and you will land on this website right here now is a kind 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 incredible and I’ll show you how to do that as a complete newbie it will help you tailor an ideal procedure for your group and you will be able to get your work done now let’s really enter into the procedure now is offered as an extension and it’s entirely complimentary so as soon as 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 included 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 certain to sign.
into the very same Gmail that you have actually added 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 permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this brand-new option 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 brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales 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 various alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will provide your phase a name let’s say that you actually wished to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually pick different colors for each of the stages but I think all of these are really already created so this is in fact pretty impressive what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are kind 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 eliminate the demonstration here and then 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 various fields that you desire so you will click on this plus here and we have free kind a date check box fall General email e-mail tracking job calls and conferences 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 actually missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date alright company’s size offer 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 actually created by date created fans and more so I actually want to go for the developed.
by or possibly the followers since I want to keep track of my staff member 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 wanted for my pipeline now you can see there are a lot of options readily available within streak is actually among the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my project once again if I didn’t want to go for these sales if I did with jobs then I can choose the task phases right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise provide it various various colors we likewise have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others realty support and customized So within our assistance you can see we have actually incoming assigned dealing with fixed and noise this is in fact pretty good and we likewise have custom where I can really start something from the scratch completely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on create now it will simply take a second 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 really click on this drop down 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 be able 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 simply call it brand-new and click go into so now you can see we have actually one lead produced 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 new two we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now as soon as 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 various columns we have the fields that we developed remember and then we have welcome teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments you can change to the e-mails and it will show you the emails 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.
accessories so this is how you create a lead within your once you’re made with this you can in fact click enter 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 called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing 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 three dots where we can find these phases Integrations and automation this is among the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily 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 also show me the emails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what occurs is I can really create a follow-up emails and various storage emails here and we have active advises so using is truly easy you can get going free of charge by just adding the integration and now you know how to use as a total novice do not.
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 an independent journalist, I have actually worked with many customers, handled numerous projects all at once, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my mission for a service, I checked out different platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who greatly count on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, providing you a clear summary of your communications with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to handle and keep track of the development of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from lead generation to project completion.
You can classify contacts, create custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial emails, and work together in real-time, boosting efficiency and guaranteeing everybody stays on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and established pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and construct custom options.
This versatility allows freelance journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to release.
You can create custom-made stages for different development stages, assign tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget-friendly option, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides 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 incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed journalist, handling your hiring process and customer relationships is critical to your success. deals a user-friendly and affordable service that flawlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism career 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.