As an experienced freelance reporter, I comprehend the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will dig into the advantages of utilizing 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 beginners hey men invite back in this video I will be showing you how to utilize Crm Streak Insightly for your customer relations collaboration communication and far more so let’s get into it to start with you require to go to streak.com and you will arrive at this website right here now is a sort 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 actually incredible and I’ll show you how to do that as a complete newbie it will assist you personalize a perfect procedure for your team and you will be able to get your work done now let’s really get into the process now is available as an extension and it’s totally totally free so as soon as you get to the website you’ll get this option here which is contribute 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 contribute to Chrome click ADD extension and your extension will be included alright 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 sign in ensure to sign.
into the exact 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 simply scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails 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 combines so you can see this resembles our brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on 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 really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size business size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will give your stage a name let’s say 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 create right here.
and you can provide it your color so we can really pick various colors for each of the stages however I think all of these are really already created so this is really quite excellent 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 type of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demonstration 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have complimentary form a date check box fall General e-mail e-mail tracking job calls and meetings 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 opt for this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date alright company’s size offer size and Company size all right let’s eliminate the company size and I’m gon na really find something else within the basic where we have produced by date produced fans and more so I actually want to choose the produced.
by or maybe the fans due to the fact that 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 wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is actually one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t wish to choose these sales if I made with projects then I can opt for the job phases right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it various different colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others realty assistance and customized So within our assistance you can see we have incoming appointed working on fixed and noise this is actually pretty good and we also have custom where I can actually start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have handle stage 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 on ADD box here and I’m going to include a box in the lead area here and let’s just 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 add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can in fact 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 two leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click on brand-new now when 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 brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can switch 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 conference 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 on get in and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private option we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notices 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 really easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail really quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what takes place is I can really develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is truly easy you can get going totally free by simply including the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I’ve worked with various clients, handled numerous jobs concurrently, and maintained a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my quest for a solution, I checked out different platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly rely on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from list building to project conclusion.
You can categorize contacts, develop customized stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
helps with cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, improving productivity and guaranteeing everyone stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers benefits in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer documents, making it easy to incorporate with other tools and develop customized services.
This flexibility enables independent journalists with coding skills to extend the functionality of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement jobs, from ideation to deployment.
You can develop customized stages for various development phases, assign tasks to team members, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more economical solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring process and customer relationships is vital to your success. deals a economical and user-friendly option that perfectly incorporates with Gmail, allowing you to simplify your operations and focus 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 reporters.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.