As a seasoned freelance journalist, I comprehend the challenges of handling projects, tracking leads, and nurturing customer relationships. In this post, 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 comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to utilize Streak Crm Free Version for your customer relations partnership interaction and much more so let’s enter into it firstly you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our simple 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 total novice it will help you customize a perfect process for your group and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s entirely complimentary so once you get to the website you’ll get this option here which is add 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 add to Chrome click ADD extension and your extension will be included fine 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 merely sign in make certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our 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 develop a brand-new pipeline let’s really do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will provide your stage a name let’s state that you really wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact select various colors for each of the stages however I believe all of these are really already created so this is really pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe 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 two what I’ll do is really let’s get rid of the demo here and then we have negotiating with negotiating I can opt for 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 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 do not 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 really missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date okay business’s size offer size and Company size alright let’s eliminate the company size and I’m gon na really find something else within the general where we have developed by date created followers and more so I actually want to opt for the produced.
by or maybe the fans due to the fact that I want to monitor my employee that are really following this so I will you understand 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 choices available within streak is in fact one of the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t want to opt for these sales if I made with jobs then I can go with the task phases right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it various different colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others realty assistance and custom-made So within our assistance you can see we have incoming designated dealing with dealt with and sound this is in fact pretty good and we likewise have customized where I can really start something from the scratch completely according to my business for me we simply have the sales so I’m gon na go with the sales here and click develop personal 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 on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click on this fall and we have handle phase or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have actually one lead created let’s state that there is in fact 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 new 2 we can really open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a called also there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can in fact click on this link and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced remember and then we have invite teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even upload 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.
accessories so this is how you produce a lead within your once you’re made with this you can actually 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 gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very 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 really quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what occurs is I can actually develop a follow-up emails and various storage emails here and we have active advises so utilizing is really simple you can begin totally free by simply adding the integration and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with many clients, handled several jobs all at once, and maintained an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my quest for an option, I checked out different platforms but found them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining 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 rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to monitor the progress and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from lead generation to job completion.
You can categorize contacts, develop custom stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important emails, and work together in real-time, boosting productivity and ensuring everyone stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce templates for typical email responses, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer paperwork, making it easy to integrate with other tools and build customized options.
This flexibility allows independent reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to release.
You can develop custom stages for different development stages, designate tasks to staff member, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical service, particularly for freelancers and small companies.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email communication.
As an independent journalist, handling your hiring procedure and customer relationships is vital to your success. deals a budget friendly and instinctive solution that effortlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, author, or editor creator, 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 ventures.