As a skilled freelance journalist, I understand the difficulties of managing tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Pricing Model for your consumer relations collaboration communication and much more so let’s get into it first off you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total novice it will help you personalize a perfect procedure for your team and you will be able to get your work done now let’s in fact enter into the procedure now is offered as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this alternative 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 on ADD extension and your extension will be included fine 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 sign in make certain to sign.
into the very same Gmail that you have 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 on allow after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this brand-new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales 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 brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will offer your stage a name let’s state that you really wished to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact select different colors for each of the stages but I think all of these are actually already created so this is in fact quite remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo here and after that we have working out 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 different fields that you desire so you will click this plus here and we have complimentary kind 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 go with this one here this is the field that was really missing and I’ll really reorganize and put the notes here all right e-mail thread count close date all right company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have created by date produced followers and more so I really want to opt for the produced.
by or perhaps the fans due to the fact that I want to track my staff member that are really following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is really among the most convenient and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t wish to opt for these sales if I did with jobs then I can opt for the job stages right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also offer it various different colors we likewise have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others property support and custom So within our support you can see we have inbound appointed dealing with resolved and noise this is really respectable and we also 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 opt for the sales here and click develop 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 just take a second 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 include my Lead Series so you can in fact click this drop down and we have manage phase or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here add 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 new and click get in so now you can see we have one lead created let’s say that there is really 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 add another lead let’s call it new two we can really 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 gotten in touch with as well there’s one working out so I’ll just merely click brand-new now when you produce a lead we can actually click here and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the employee we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the e-mails 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.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can really click enter 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 gotten in touch with 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 carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create 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 basic 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 developed we will even have our merge emails now with our so this is the combine email and with combine email what happens is I can really produce a follow-up e-mails and various storage emails here and we have active instructs so using is actually simple you can get going for free by simply adding the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a freelance reporter, I’ve dealt with many customers, managed several tasks simultaneously, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for a solution, I explored numerous platforms however found them to be either too pricey or too complex 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 flawlessly incorporates with Gmail, making it perfect for freelance journalists who greatly count on email communication. Here are some key advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to job conclusion.
You can classify contacts, create custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share essential emails, and work together in real-time, enhancing productivity and guaranteeing everybody stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive designer paperwork, making it easy to incorporate with other tools and develop custom options.
This versatility allows self-employed journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to deployment.
You can create customized stages for different development stages, assign jobs to employee, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, lessening the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and customization.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more cost effective solution, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and client relationships is vital to your success. deals a intuitive and affordable solution that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, 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 efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.