As an experienced freelance journalist, I comprehend the challenges of managing jobs, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm Manager Jobs for your consumer relations collaboration communication and much more so let’s enter it to start with you require to go to streak.com and you will arrive at this site right here now is a sort 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 newbie it will help you customize a best procedure for your group and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s entirely free 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 on ADD extension and your extension will be included alright it’s done and now it is contributing 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 same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and updated reply and then 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 merges so you can see this resembles our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have various choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority industry offer size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will give your phase a name let’s say that you in fact wanted to produce another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really choose various colors for each of the stages but I believe all of these are in fact currently produced so this is actually quite excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that 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 various fields that you desire so you will click this plus here and we have totally free kind a date check box fall General e-mail e-mail tracking job calls and conferences so I don’t 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 and I’ll actually reorganize and put the notes here all right email thread count close date all right company’s size offer size and Business size alright let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have developed by date created followers and more so I really want to choose the developed.
by or perhaps the fans since I wish to keep track of 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 options readily available within streak is really one of the easiest and one of the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t want to go for these sales if I finished with projects then I can go with the job phases right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also offer it various different colors we also have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others real estate assistance and custom So within our support you can see we have inbound designated working on resolved and noise this is really pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my organization for me we just 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 team member so I’m going to go with the shared one here and click create now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have manage stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include 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 simply call it new and click go into so now you can see we have actually one lead produced 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 new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click brand-new now as soon as you produce a lead we can really click here and it will now open the various fields that we included so this is a new Elite that I created 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 invite the team members we have include columns we have emails files and remarks you can switch to the e-mails and it will show 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 again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your once you’re made with this you can really click on 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 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 perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what occurs is I can really produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is actually simple you can get started totally free by just adding the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As an independent reporter, I’ve worked with numerous clients, handled multiple jobs simultaneously, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my mission for an option, I explored various platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who greatly depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear overview of your interactions with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to monitor the progress and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from lead generation to task completion.
You can categorize contacts, develop custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, boosting performance and making sure everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for common e-mail responses, schedule follow-ups, and established tips, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer paperwork, making it simple to integrate with other tools and build customized solutions.
This versatility permits freelance journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software development projects, from ideation to deployment.
You can develop custom stages for various development stages, designate tasks to team members, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring process and customer relationships is vital to your success. deals a intuitive and budget friendly solution that effortlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or material 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 effect of Streak CRM in your freelance journalism endeavors.