As an experienced freelance journalist, I comprehend the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will dig into the benefits of utilizing 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 revealing you how to use Streak Free Crm Video for your consumer relations partnership interaction and a lot more so let’s get into it firstly 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 basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete newbie 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 really get into the process now is readily available as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this choice 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 all right 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 ensure to sign.
into the 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 simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and updated reply and then 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 be able to produce a brand-new pipeline we have our sales orders sales 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 first off we have the stages so this is where you will pick these phases 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 supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will provide your phase a name let’s state that you really wished to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose different colors for each of the stages however I believe all of these are actually already produced so this is actually pretty remarkable 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 kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo 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 desire so you will click on this plus here and we have free type a date check box drop down General e-mail e-mail 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 actually missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date okay company’s size offer 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 developed by date created fans and more so I actually wish to choose the created.
by or maybe the followers since I want to monitor my staff member 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 choices available within streak is really one of the easiest and among the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my project again if I didn’t want to opt for these sales if I finished with tasks then I can opt for the project phases right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also provide it various different colors we also have service 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-made So within our assistance you can see we have incoming assigned working on solved and sound this is in fact pretty good and we also have customized where I can actually start something from the scratch totally according to my business for me we just have the sales so I’m gon na choose the sales here and click develop personal 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 create now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click on this fall and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here include a box so click 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 enter so now you can see we have one lead developed let’s state that there is actually 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 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a contacted too there’s one negotiating so I’ll just merely click brand-new now once you produce a lead we can actually click here and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed remember and then we have welcome teammates so from here I can invite the staff member we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re done with this you can in fact click get in and it will be closed now it will reveal 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 choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and create our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail very easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine email and with merge email what occurs is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so using is actually simple you can start totally free by just including the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I’ve worked with many clients, handled numerous jobs simultaneously, and kept an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance reporters who heavily rely on email interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, giving you a clear overview of your communications with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from lead generation to job conclusion.
You can classify contacts, produce custom stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with partnership by allowing you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial e-mails, and team up in real-time, enhancing performance and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated jobs.
You can create templates for common email reactions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial designer paperwork, making it easy to incorporate with other tools and build custom-made services.
This flexibility enables self-employed journalists with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application advancement projects, from ideation to release.
You can produce custom-made phases for different development phases, designate jobs to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring process and customer relationships is vital to your success. deals a budget friendly and user-friendly option that perfectly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.