As a seasoned freelance journalist, I comprehend the challenges of managing projects, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be revealing you how to utilize Fix Entries Into Crm Streak for your customer relations cooperation communication and far more so let’s get into it first of all you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete newbie it will assist you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s entirely complimentary so when you get to the site 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 contribute to Chrome click on ADD extension and your extension will be added 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 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 gain access to and we’re gon na just scroll down and click permit 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 emails and upgraded reply and then we have this brand-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 have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating 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 email last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will offer your stage a name let’s say that you actually wished to develop another um you know stage here for example let’s say I didn’t have no strings so I can produce 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 in fact already created so this is actually quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can choose 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 want so you will click on this plus here and we have totally free type a date check box drop down 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 go with this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date alright business’s size deal size and Company size all right let’s get rid of the business size and I’m gon na really discover something else within the basic where we have actually developed by date produced followers and more so I in fact want to opt for the developed.
by or possibly the followers because I want to keep track of my team members that are really following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives readily available within streak is actually among the simplest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my task again if I didn’t wish to opt for these sales if I made with projects then I can go with the project phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise offer it various various 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 stages job search investor fundraising others real estate assistance and custom So within our support you can see we have incoming appointed dealing with dealt with and noise this is in fact respectable and we also have customized where I can in fact start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose the sales here and click on create private 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 produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can in fact click on this drop down and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have actually one lead developed let’s say 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 new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click brand-new now as soon as you produce a lead we can in fact click on this link 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 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 team members we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even upload files and after that we have the remarks at the top here once again we have the call log we have our meeting 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 on enter and it will be closed now it will show 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 gotten in touch with 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 perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data 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 change to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail really quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what occurs is I can actually develop a follow-up emails and various storage emails here and we have active instructs so utilizing is truly simple you can get going free of charge by just including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I’ve worked with numerous customers, handled numerous projects at the same time, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a service, I checked out various platforms however found them to be either too costly or too complicated 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 seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to keep track of the progress and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from lead generation to job completion.
You can classify contacts, develop custom-made stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, enhancing productivity and guaranteeing everyone remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create design templates for common email reactions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and construct custom services.
This flexibility permits freelance journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement tasks, from ideation to release.
You can create custom-made phases for different development phases, appoint jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable option, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is vital to your success. offers a intuitive and inexpensive option that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.