As a skilled freelance journalist, I comprehend the obstacles of handling tasks, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to use Streak Crm Software Certification for your client relations partnership interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete newbie it will help you tailor an ideal procedure for your team and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s completely free so when you get to the site you’ll get this alternative 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 on add to Chrome click ADD extension and your extension will be added okay 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 ensure 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 access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and updated reply and after that we have this brand-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 new dashboard for here I’ll be able to create 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 create a new pipeline let’s really do that you will click brand-new pipeline here and we have different choices 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 called pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate e-mail 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 say that you actually wanted to create another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact pick various colors for each of the stages however I think all of these are in fact currently developed so this is really quite impressive what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo here and after that we have negotiating with negotiating I can go with 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 want so you will click this plus here and we have free kind a date check box drop down General email e-mail tracking task calls and conferences 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 opt for this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date all right company’s size deal size and Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually created by date developed fans and more so I really want to opt for the produced.
by or perhaps the followers since I wish to keep an eye on my staff member that are in fact 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 alternatives offered within streak is really one of the simplest and among the most uh you know versatile out there it’s very easy to use with templates we have jobs too within my task again if I didn’t wish to go for these sales if I finished with tasks then I can go with the job phases right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also give it various various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have incoming assigned working on fixed and noise this is really respectable and we also have customized where I can in fact start something from the scratch completely according to my service for me we simply have the sales so I’m gon na go with 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 opt for the shared one here and click on produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have manage stage or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability 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 area here and let’s just call it new and click get in so now you can see we have 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 brand-new I’m going to add another lead let’s call it new 2 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 state there was a contacted as well there’s one working out so I’ll just simply click new now as soon as 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 different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the staff member we have include columns we have e-mails files and comments 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 remarks 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 create a lead within your as soon as you’re done with this you can really click enter and it will be closed now it will reveal 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 contacted 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 carry out bulk actions such as deleting and sharing as well 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 Combinations and automation this is among the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can create a new pipeline we can change to our easy Gmail very quickly from here and it will likewise show me the e-mails that I will be receiving 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 merge e-mail what takes place is I can in fact develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly simple you can get going totally free by simply adding the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I have actually dealt with numerous customers, managed numerous jobs concurrently, and maintained a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a service, I explored different platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who heavily rely on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from list building to task conclusion.
You can classify contacts, produce custom stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential emails, and work together in real-time, boosting efficiency and guaranteeing everybody remains on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring tasks.
You can produce design templates for typical email responses, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documents, making it simple to integrate with other tools and develop custom options.
This versatility permits self-employed reporters with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to implementation.
You can develop customized phases for various development phases, appoint tasks to employee, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget friendly service, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. deals a budget friendly and intuitive service that seamlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.