As an experienced freelance journalist, I understand the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to utilize Streak Crm Modules 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 sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total novice it will assist you customize a best process for your group and you will be able to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely complimentary so when 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 included fine 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 just check in make sure to sign.
into the very 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 merely scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this 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 produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will give your stage a name let’s say that you really wanted to create another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really pick various colors for each of the stages however I believe all of these are really already developed so this is really quite outstanding what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the same thing we simply go with 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 demo here and then 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 on this plus here and we have free type a date check box fall General email email tracking task 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 go with this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here okay email thread count close date all right business’s size deal size and Company size fine let’s get rid of the company size and I’m gon na actually discover something else within the general where we have actually developed by date developed fans and more so I in fact want to opt for the produced.
by or possibly the followers due to the fact that I want to keep track of my team members 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 options readily available within streak is really among the simplest and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my job once again if I didn’t want to opt for these sales if I finished with tasks then I can choose the project stages right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can also provide it various various colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others property support and customized So within our assistance you can see we have inbound appointed dealing with dealt with and sound this is really pretty good and we also have customized where I can in fact start something from the scratch totally according to my business for me we merely have the sales so I’m gon na opt for the sales here and click on develop private 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 on develop now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have handle phase or rename 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 include 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 on get in so now you can see we have one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just merely click brand-new now as soon as you produce a lead we can in fact click on this link and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have emails 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 comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can actually click on get in and it will be closed now it will show you something like this we have all of our data gathered 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can find these phases Integrations and automation this is among the important ones click here and you’ll have the ability to actually integrate 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 data they really quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail extremely easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what takes place is I can actually produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is really easy you can get going totally free by simply including the integration and now you understand how to utilize as a total novice 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 relates to. As an independent journalist, I’ve worked with numerous customers, handled numerous tasks concurrently, and kept an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for a service, I explored various platforms but discovered them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who greatly depend on e-mail communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails easily, giving you a clear summary of your interactions with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to manage and monitor the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to task conclusion.
You can categorize contacts, produce customized stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share important emails, and work together in real-time, enhancing efficiency and guaranteeing everyone remains on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can create design templates for typical email actions, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software development. Here’s how:.
provides a robust API and substantial designer paperwork, making it easy to integrate with other tools and develop customized services.
This versatility enables self-employed journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software advancement jobs, from ideation to implementation.
You can produce custom-made stages for different advancement phases, designate tasks to employee, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly functions, reducing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget-friendly option, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed reporter, handling your hiring procedure and client relationships is critical to your success. deals a inexpensive and intuitive solution that seamlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.