As a skilled freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and supporting 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 provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Streak Crm Merge Boxes for your consumer relations partnership communication and much more so let’s enter it firstly you require to go to streak.com and you will land 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 in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete novice it will help you customize a best process for your team and you will have the ability to get your work done now let’s actually enter into the procedure now is available as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this option here which is contribute 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 on contribute to Chrome click ADD extension and your extension will be added okay 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 simply sign in make certain 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 simply scroll down and click 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 seen all tracked emails and updated reply and then we have this new choice 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 is like our brand-new control panel for here I’ll be able 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 produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demonstration 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 e-mail last e-mail from lead Source concern industry deal size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will give your phase a name let’s say that you actually wished to create another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I believe all of these are in fact currently produced so this is actually quite outstanding 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 type of like the same thing we just 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 then we have negotiating 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 want so you will click on this plus here and we have free kind a date check box fall General e-mail e-mail tracking task calls and meetings 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 opt for this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here fine email thread count close date alright business’s size offer size and Business size okay let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have produced by date produced fans and more so I really wish to opt for the developed.
by or possibly 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 some of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is in fact among the easiest and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my project once again if I didn’t want to opt for these sales if I did 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 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 employing so if you do working with then this is going to be your stages job search investor fundraising others realty support and customized So within our support you can see we have actually incoming assigned working on solved and noise this is actually respectable and we likewise have custom where I can in fact start something from the scratch completely according to my company for me we just have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on create now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click on this fall and we have handle phase or relabel so as I proceed as I include 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 add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click on go into so now you can see we have actually 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 brand-new I’m going to include another lead let’s call it new 2 we can in fact open this up in a brand-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 contacted also there’s one working out so I’ll just simply click brand-new now as soon as you create a lead we can actually 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 different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit 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 develop a lead within your when you’re made with this you can really click on go into 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 contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts 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 information they very quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail really 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 combine emails now with our so this is the combine e-mail and with combine email what occurs is I can really develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually simple you can begin for free by just including the combination and now you know how to use as a total beginner don’t.
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 an independent journalist, I’ve dealt with many customers, handled several projects concurrently, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a service, I checked out various platforms but found them to be either too complex or too pricey 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 client relationship management tool that perfectly integrates with Gmail, making it perfect for freelance journalists who heavily rely on e-mail interaction. Here are some key benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, providing you a clear introduction of your interactions with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to manage and monitor the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from list building to task conclusion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share essential e-mails, and collaborate in real-time, enhancing productivity and guaranteeing everyone remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce templates for typical email reactions, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer documents, making it simple to incorporate with other tools and construct customized options.
This versatility allows freelance journalists with coding skills to extend the functionality of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to implementation.
You can create custom stages for different development phases, designate jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more affordable option, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more comprehensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. deals a instinctive and budget friendly solution that perfectly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.