As a skilled freelance journalist, I understand the challenges of managing jobs, tracking leads, and supporting client relationships. In this article, I will delve into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to utilize Restricting Streak Crm Access for your consumer relations partnership 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 sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub 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 newbie it will assist you personalize a best 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 available as an extension and it’s completely complimentary so once you get to the website you’ll get this alternative 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 on add to Chrome click ADD extension and your extension will be added okay 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 check in ensure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this 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 merges so you can see this resembles our brand-new dashboard for here I’ll be able to create a 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 actually do that you will click brand-new pipeline here and we have different choices first of all we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will offer your phase a name let’s state that you really wanted to create another um you understand stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick various colors for each of the stages however I believe all of these are really already developed so this is actually pretty 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 same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo 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 various fields that you want so you will click this plus here and we have free type a date check box drop down General email email tracking job calls and conferences 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 in fact missing out on and I’ll actually reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na really discover something else within the general where we have actually developed by date developed followers and more so I actually want to go for the produced.
by or possibly the followers because I wish to track my staff member that are in fact 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 lot of choices offered within streak is in fact among the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t want to opt for these sales if I made with tasks then I can choose the task stages right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can likewise provide it different various 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 stages job search investor fundraising others real estate support and custom-made So within our support you can see we have actually inbound appointed dealing with solved and sound this is really respectable and we also have customized where I can in fact start something from the scratch totally according to my service for me we merely 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 on produce now it will simply take a second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just simply 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 brand-new and click on go into so now you can see we have one lead created let’s state that there is actually 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 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 just gon na work by doing this now you can see we have two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click new now when you create a lead we can actually click on this link and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can invite the employee we have include columns we have emails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even upload files and then 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 once you’re finished with this you can in fact click enter and it will be closed now it will show 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 select 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 personal choice we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create 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 basic Gmail very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly simple you can get going free of charge by simply adding the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As a self-employed reporter, I’ve dealt with various customers, managed several jobs at the same time, and kept an extensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my quest for a service, I explored numerous platforms but discovered them to be either too complex or too expensive 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 perfectly incorporates with Gmail, making it perfect for self-employed journalists who heavily depend on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it simple to handle and monitor the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from list building to project conclusion.
You can categorize contacts, develop custom phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial e-mails, and work together in real-time, boosting performance and guaranteeing everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can create templates for common e-mail reactions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and extensive developer paperwork, making it easy to integrate with other tools and construct custom options.
This versatility allows self-employed reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to release.
You can develop custom stages for various advancement stages, designate tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, lessening the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and customer relationships is vital to your success. deals a intuitive and cost effective service that seamlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.