As a skilled freelance journalist, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits of using for independent 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 people welcome back in this video I will be revealing you how to use Streak Crm Free Review for your customer relations collaboration communication and a lot more so let’s enter into it first of all you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total newbie it will assist you tailor a perfect procedure for your group and you will be able to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s totally complimentary so once you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to pick 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 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 make sure to sign.
into the exact same Gmail that you have actually 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 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 updated reply and then we have this new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click on 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 in fact we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will give 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 develop right here.
and you can provide it your color so we can really select various colors for each of the stages however I think all of these are really already developed so this is in fact quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and then 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 different fields that you desire so you will click on this plus here and we have complimentary type a date check box drop down General e-mail email tracking task calls and conferences 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 choose this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here okay email thread count close date okay business’s size offer size and Business size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually developed by date produced followers 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 team members that are in fact following this so I will you understand 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 lot of choices readily available within streak is really 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 task again if I didn’t wish to go for these sales if I made with projects then I can opt for the task phases right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also offer it various different colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others realty assistance and custom-made So within our support you can see we have actually incoming assigned dealing with dealt with and sound this is really pretty good and we likewise have custom where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on 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 actually click this drop down and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have one lead developed let’s state 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 new two we can actually open this up in a 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 on brand-new now as soon as you develop a lead we can actually click here and it will now open the different 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 produced remember and then we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks 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 as soon as you’re done 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 2 leads one contacted 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 perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will be able to see we have private option we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop 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 change to our simple Gmail very quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what occurs is I can in fact develop a follow-up emails and various storage emails here and we have active instructs so utilizing is really simple you can begin totally free by simply including the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I have actually dealt with numerous customers, managed numerous projects concurrently, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a solution, I checked out different platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who greatly count on email interaction. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear introduction of your communications with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to monitor the development and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from lead generation to project completion.
You can categorize contacts, create customized phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
facilitates collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, improving productivity and making sure everybody remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create design templates for typical e-mail reactions, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial designer documentation, making it simple to integrate with other tools and develop custom solutions.
This flexibility allows freelance journalists with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to implementation.
You can develop customized stages for different development stages, assign tasks to staff member, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly functions, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more cost effective service, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring process and customer relationships is critical to your success. deals a affordable and instinctive option that effortlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.