As an experienced freelance reporter, I understand the difficulties of handling tasks, tracking leads, and supporting client relationships. In this short article, I will dive into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to use Streak Crm Upgrade for your customer relations partnership interaction and much more so let’s enter into it first of all you require to go to streak.com and you will arrive on this website 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 actually remarkable and I’ll reveal you how to do that as a complete novice it will help you customize a perfect procedure for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s completely complimentary so once you get to the website you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be included alright 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 merely check in make sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and after that 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 combines so you can see this is like our brand-new dashboard 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 in fact do that you will click on brand-new pipeline here and we have various 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 a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will give your phase a name let’s state that you actually wanted to develop 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 give it your color so we can really pick different colors for each of the stages but I think all of these are in fact already developed so this is in fact quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and after that we have working out with negotiating I can opt for 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 totally free kind a date check box drop down General e-mail email tracking task 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 opt for this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here fine email thread count close date all right company’s size offer size and Business size all right let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually created by date created fans and more so I really wish to go for the created.
by or maybe the followers since I wish to monitor my staff member that are actually following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of alternatives offered within streak is actually among the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to choose these sales if I made with projects then I can opt for the project phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also provide it various different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others real estate support and custom So within our support you can see we have incoming assigned working on solved and sound this is actually respectable and we likewise have custom-made where I can actually start something from the scratch completely according to my service for me we just have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have handle phase or relabel 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 add 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 just call it brand-new and click on get in so now you can see we have 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 add 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 this way now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just merely click new now once you develop a lead we can actually click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even upload files and then 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.
accessories so this is how you produce a lead within your once you’re made with this you can actually click 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 contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what takes place is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually simple you can start free of charge by just including the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As an independent journalist, I have actually worked with various customers, handled multiple projects all at once, and maintained an extensive network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I explored various platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily count on email interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to handle and monitor the progress of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from list building to job completion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with cooperation by permitting you to share pipelines and interact with employee within the platform.
You can assign tasks, share crucial emails, and collaborate in real-time, improving performance and guaranteeing everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce templates for common e-mail responses, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application development. Here’s how:.
provides a robust API and extensive developer documents, making it simple to incorporate with other tools and build custom-made options.
This versatility enables self-employed journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement jobs, from ideation to implementation.
You can produce customized stages for different advancement phases, designate jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, minimizing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
supplies a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email communication.
As a self-employed reporter, handling your hiring process and customer relationships is critical to your success. offers a economical and intuitive option that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.