As a seasoned freelance reporter, I understand the difficulties of managing projects, tracking leads, and nurturing customer relationships. In this short article, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be revealing you how to utilize Streak Crm Format Column for your customer relations partnership communication and far more so let’s enter it to start with you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete novice it will help you tailor a best process for your team and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s completely totally free so once you get to the site 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 contribute 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 directly 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 know streak to now it will ask you for your access and we’re gon na merely scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-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 resembles our brand-new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales 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 brand-new pipeline here and we have different choices first of all 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 contacted pitched demo 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 top priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will provide your phase a name let’s state that you actually wanted to create another um you understand phase here for example 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 think all of these are really currently created so this is actually pretty impressive what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the 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 negotiating with negotiating I can go with 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 desire so you will click this plus here and we have complimentary 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 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 opt for this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here fine e-mail thread count close date okay company’s size offer size and Business size fine let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually produced by date created fans and more so I really wish to choose the created.
by or perhaps the followers since I wish to keep track of my staff member that are really following this so I will you know 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 great deal of alternatives available within streak is actually among the simplest and one of the most uh you understand flexible 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 choose these sales if I made with jobs then I can choose the project stages right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also offer it different different colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search financier fundraising others real estate support and custom So within our assistance you can see we have actually inbound designated dealing with solved and sound this is in fact pretty good 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 develop 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 produce now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click go into so now you can see we have one lead produced let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can actually 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 two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click brand-new now once you create a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and after that we have welcome colleagues so from here I can welcome the team members we have add columns we have emails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even publish 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 produce a lead within your when you’re made with this you can in fact click get in 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 called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our basic Gmail extremely quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the merge email and with combine e-mail what happens is I can actually produce a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually easy you can get going for free by just adding the integration and now you know how to use 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 a self-employed journalist, I have actually worked with many customers, managed numerous projects simultaneously, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my mission for a service, I checked out different platforms however discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who heavily rely on email communication. Here are some crucial benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails easily, giving you a clear overview of your communications with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to keep track of the progress and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from lead generation to job conclusion.
You can categorize contacts, produce custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with employee within the platform.
You can assign tasks, share essential emails, and work together in real-time, boosting productivity and ensuring everybody remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can produce design templates for typical e-mail reactions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application development. Here’s how:.
provides a robust API and extensive designer documentation, making it simple to integrate with other tools and construct custom-made options.
This flexibility allows independent journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development projects, from ideation to deployment.
You can produce custom-made stages for various advancement stages, assign tasks to staff member, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for combination and modification.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable option, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. deals a economical and user-friendly service that flawlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.