As a skilled freelance journalist, I understand the difficulties of handling tasks, tracking leads, and supporting client relationships. In this post, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to utilize Streak Crm Ecommerce for your client relations partnership communication and a lot more so let’s get into it first off you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total novice it will assist you tailor a perfect procedure for your team and you will be able to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s completely totally free so as soon as you get to the site 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 contribute to Chrome click ADD extension and your extension will be included all right 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 very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and after that we have this new option 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 resembles our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various choices to start with 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 working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will offer your stage a name let’s say that you in fact wished to create another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually pick various colors for each of the stages but I believe all of these are actually already developed so this is really quite remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very 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 really let’s eliminate the demonstration 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 phases 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 complimentary type a date check box drop down General e-mail e-mail 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 go with this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here alright email thread count close date fine business’s size offer size and Business size okay let’s get rid of the business size and I’m gon na actually discover something else within the general where we have produced by date developed followers and more so I really want to go for the produced.
by or perhaps the followers since I wish to track my staff member that are in fact following this so I will you know 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 alternatives available within streak is in fact among the easiest and among the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my job once again if I didn’t wish to go for these sales if I finished with tasks then I can opt for the job phases right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise give it various various colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others real estate support and custom So within our support you can see we have incoming designated working on fixed and noise this is really respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with a staff member 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 be able to include my Lead Series so you can really click this drop down and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click 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 enter so now you can see we have one lead created 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 brand-new two we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way 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 merely click on brand-new now once you create a lead we can really click here and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and then we have invite 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 emails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re made with this you can really click go into and it will be closed now it will reveal 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 erasing and sharing too uh another thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can find these stages Integrations 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 notices for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine e-mail and with combine email what takes place is I can really produce a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really easy you can begin totally free by just including the combination and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a self-employed reporter, I’ve dealt with many customers, handled numerous projects simultaneously, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out numerous platforms but found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for independent journalists who greatly depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, offering you a clear overview of your interactions with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to keep an eye on the progress and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from lead generation to job conclusion.
You can classify contacts, produce customized phases, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important emails, and collaborate in real-time, boosting productivity and making sure everyone stays on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create templates for common email reactions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and substantial designer documentation, making it easy to integrate with other tools and build customized services.
This versatility permits freelance journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to implementation.
You can develop custom-made phases for various advancement phases, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, reducing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a self-employed journalist, handling your hiring process and customer relationships is paramount to your success. deals a user-friendly and affordable option that flawlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.