As a seasoned freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to utilize Crm Streak Free for your client relations collaboration communication and much more so let’s enter it first of all 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 actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete newbie it will assist you customize a perfect procedure for your group and you will be able to get your work done now let’s really enter the process now is available as an extension and it’s completely totally free so when you get to the site you’ll get this choice here which is add 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 add to Chrome click ADD extension and your extension will be included all right 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 simply sign in make sure to sign.
into the exact 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 allow after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and upgraded reply and then 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 merges so you can see this is like our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s in fact do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead called pitched demonstration working out 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 e-mail last email from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you really wished to create another um you know phase 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 really choose various colors for each of the stages but I believe all of these are really already created so this is in fact pretty remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo here and then we have negotiating 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 various fields that you want so you will click on this plus here and we have free kind a date check box fall General email email tracking job calls and meetings 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 and I’ll actually rearrange and put the notes here fine email thread count close date all right company’s size deal size and Business size okay let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually produced by date produced followers and more so I actually want to go for the produced.
by or possibly the fans since I wish to track my team members that are actually following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is in fact among the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my project again if I didn’t wish to opt for these sales if I made with jobs then I can go with the task stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also offer it different different colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others realty support and customized So within our assistance you can see we have actually inbound appointed dealing with solved and noise this is in fact pretty good and we likewise have custom where I can in fact start something from the scratch totally according to my organization for me we simply 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 team 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 actually looks pretty good now I will have the ability to include my Lead Series so you can actually click on this drop down and we have manage phase or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include it click 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 just call it brand-new and click on go into so now you can see we have one lead developed let’s say 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 new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click on brand-new now when you develop a lead we can really click on this link and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and then we have the comments 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 develop a lead within your once you’re made with this you can actually click get in and it will be closed now it will show 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 different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal alternative we have these three dots where we can discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact create a follow-up e-mails and various storage e-mails here and we have active advises so using is actually simple you can start totally free by simply adding the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As an independent journalist, I’ve worked with many customers, handled numerous jobs all at once, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for a solution, I checked out different platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent reporters who heavily count on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to handle and keep track of the development of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales procedure from lead generation to job conclusion.
You can classify contacts, produce custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial emails, and work together in real-time, enhancing performance and ensuring everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it easy to integrate with other tools and build customized services.
This versatility allows independent journalists with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to release.
You can produce customized phases for different development stages, designate jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, minimizing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail communication.
As a self-employed reporter, managing your hiring process and customer relationships is critical to your success. deals a intuitive and economical option that flawlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.