As a skilled freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be revealing you how to utilize Netsuite Vs Streak Crm for your client relations cooperation interaction and far more so let’s get into it first of all you need to go to streak.com and you will land on this website 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 truly remarkable and I’ll show you how to do that as a total newbie it will help you tailor a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this option here which is add 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 add to Chrome click 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 check in ensure to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and updated 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 combines 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 again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s really do that you will click on new pipeline here and we have different 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 contacted 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 e-mail last e-mail from lead Source priority market offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will offer your phase a name let’s state that you really wanted 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 pick different colors for each of the stages however I believe all of these are in fact currently created so this is in fact pretty excellent what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and after that 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 different fields that you want so you will click on this plus here and we have totally free kind a date check box fall General email email tracking task 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 opt for this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here fine e-mail thread count close date alright company’s size offer size and Company size alright let’s eliminate the company size and I’m gon na in fact find something else within the general where we have developed by date produced fans and more so I really want to opt for the created.
by or maybe the fans due to the fact that I wish to keep an eye on my employee that are actually 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 actually one of the easiest and one of the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my task once again if I didn’t want to go for these sales if I finished with jobs then I can opt for the task phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also give it different different colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others real estate assistance and customized So within our assistance you can see we have actually incoming assigned dealing with fixed and sound this is really respectable and we also have custom-made where I can actually start something from the scratch totally according to my service for me we just 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 an employee so I’m going to opt for the shared one here and click develop now it will simply take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability 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 add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click get in 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 add another lead let’s call it brand-new two we can really 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 state there was a contacted too there’s one negotiating so I’ll just merely click on brand-new now once you produce a lead we can really click here and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have welcome teammates so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even upload files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your when you’re made with this you can actually 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 two leads one called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what takes place is I can really create a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can begin free of charge by just including the combination and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a self-employed journalist, I’ve worked with numerous customers, managed multiple tasks at the same time, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a solution, I explored numerous platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who greatly depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to handle and keep track of the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from lead generation to task conclusion.
You can classify contacts, produce custom-made phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with cooperation by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share important emails, and team up in real-time, enhancing performance and ensuring everyone stays on the same page.
Customizable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop templates for typical e-mail responses, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial designer documents, making it simple to incorporate with other tools and develop custom options.
This flexibility allows freelance journalists with coding skills to extend the functionality of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to implementation.
You can produce custom stages for different development phases, designate tasks to team members, and track development efficiently.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
Expense:.
uses a more inexpensive solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Integration:.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email communication.
Conclusion:.
As a freelance journalist, handling your hiring process and client relationships is critical to your success. deals a cost effective and instinctive solution that effortlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism profession 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.