As a seasoned freelance journalist, I understand the difficulties of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be revealing you how to utilize Cons Streak Crm Lacks for your consumer relations collaboration interaction and much more so let’s enter into it firstly you need to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete novice it will assist you personalize a perfect process for your team and you will be able to get your work done now let’s really get into the procedure now is offered as an extension and it’s totally totally free so as soon as you get to the website you’ll get this alternative here which is add 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 alright 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 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 just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails 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 merges so you can see this resembles our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click new pipeline here and we have various options firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead called pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus at the top and you will give your stage a name let’s say that you really wished to create another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I think all of these are in fact already produced so this is actually quite excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have totally free form a date check box drop down General email email tracking job 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 in fact missing and I’ll in fact rearrange and put the notes here all right email thread count close date fine company’s size deal size and Business size okay let’s eliminate the business size and I’m gon na really find something else within the basic where we have actually developed by date created followers and more so I really want to opt for the produced.
by or possibly the followers due to the fact that I wish to keep track of my employee 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 choices available within streak is really 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 projects too within my job once again if I didn’t want to go for these sales if I made with tasks then I can opt for the task phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise give it various various colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others realty assistance and custom So within our support you can see we have actually incoming assigned dealing with solved and sound this is really pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click this drop down and we have handle 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 include it click on the top here add 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 one lead created let’s state 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 2 we can actually open this up in a brand-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 say there was a gotten in touch with as well there’s one negotiating so I’ll just simply click brand-new now once you develop a lead we can really click here and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and remarks you can switch to the emails 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 conference notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re finished with this you can really click go into and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one contacted 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 perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is one of the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom builds 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 produce our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will likewise reveal me the emails 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 email what takes place is I can in fact develop a follow-up emails and different storage e-mails here and we have active advises so using is really easy you can get started totally free by simply adding the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a self-employed reporter, I’ve worked with many customers, managed several tasks all at once, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for a service, I explored numerous platforms however found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who greatly depend on email communication. Here are some key benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, providing you a clear overview of your communications with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from list building to project completion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, enhancing productivity and ensuring everyone stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop templates for common e-mail responses, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive developer documents, making it easy to incorporate with other tools and construct customized options.
This flexibility permits independent journalists with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software development tasks, from ideation to implementation.
You can develop custom phases for different development phases, appoint tasks to staff member, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more inexpensive service, especially for freelancers and small companies.
HubSpot has a complimentary version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is critical to your success. offers a inexpensive and user-friendly solution that effortlessly integrates 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 simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.