As an experienced freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of using 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 showing you how to utilize Streak Crm And Salesforce for your consumer relations partnership communication and a lot more so let’s enter it first off you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our simple 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 reveal you how to do that as a total newbie it will help you tailor a perfect process for your team and you will be able to get your work done now let’s actually enter the process now is available as an extension and it’s totally complimentary so when you get to the website you’ll get this choice 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 add to Chrome click ADD extension and your extension will be included all right it’s done and now it is adding 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 just sign in make certain to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this new choice which is the pipeline so if I click on 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 control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various options first off we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wished to produce another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually pick various colors for each of the stages however I believe all of these are really currently developed so this is actually pretty remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we simply opt for 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 after that we have working out 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 this plus here and we have free form a date check box fall General email e-mail tracking task calls and meetings so I don’t see anything for the course and meetings 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 and I’ll actually rearrange and put the notes here all right email thread count close date alright company’s size offer size and Business size okay let’s eliminate the company size and I’m gon na really discover something else within the general where we have actually developed by date created fans and more so I actually want to choose the created.
by or maybe the fans since I wish to keep an eye on my employee that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of options offered within streak is actually among the most convenient and one of the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my task again if I didn’t wish to opt for these sales if I did with jobs then I can choose the job phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also give it different different colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others property assistance and custom-made So within our support you can see we have actually incoming assigned working on solved and noise this is in fact pretty good and we also have custom where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click on this fall and we have handle phase or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on enter so now you can see we have one lead developed 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 new I’m going to add another lead let’s call it new 2 we can in fact open this up in a 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 gotten in touch with too there’s one working out so I’ll just merely click new now as soon as you produce a lead we can actually click on this link and it will now open the different 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 developed keep in mind and then we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the comments 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 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 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 various 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 have the ability to see we have personal option we have these 3 dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can in fact produce a follow-up e-mails and different storage emails here and we have active advises so using is truly easy you can get going totally free by just adding the combination and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As an independent journalist, I’ve dealt with numerous clients, managed multiple projects at the same time, and preserved a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a solution, I checked out different platforms but found them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily rely on e-mail interaction. Here are some key advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails easily, providing you a clear summary of your communications with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to manage and monitor the development of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from list building to project conclusion.
You can classify contacts, create custom-made phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important e-mails, and collaborate in real-time, improving performance and guaranteeing everybody stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can produce templates for typical email responses, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive developer documents, making it simple to integrate with other tools and develop customized options.
This versatility enables freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement tasks, from ideation to release.
You can produce custom-made stages for various development stages, designate jobs to staff member, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, lessening the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more cost effective solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
As an independent journalist, managing your hiring procedure and customer relationships is critical to your success. deals a user-friendly and economical solution that seamlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.