As a skilled freelance journalist, I understand the challenges of handling projects. Streak Rated Best Crm …tracking leads, and nurturing customer relationships. Throughout the years, I’ve experimented with different tools to improve my workflow and enhance effectiveness. One tool that has really transformed my hiring procedure. In this post, I will explore the benefits of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be revealing you how to use Streak Rated Best Crm for your customer relations collaboration communication and far more so let’s enter it to start with you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add 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 incredible and I’ll reveal you how to do that as a complete 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 really enter the procedure now is readily available as an extension and it’s completely totally free so as soon as you get to the website 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 add to Chrome click ADD extension and your extension will be included all right it’s done and now it is contributing 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 very same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this 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 brand-new dashboard for here I’ll be able to create 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 develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various choices first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus at the top and you will provide your phase a name let’s state that you actually wished 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 actually pick different colors for each of the stages however I believe all of these are actually currently produced so this is in fact quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo two 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 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 on this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking job calls and meetings 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 actually reorganize and put the notes here all right email thread count close date fine company’s size deal size and Company size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually developed by date produced followers and more so I actually wish to opt for the developed.
by or perhaps the followers since I want to track my team members that are really following this so I will you know 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 lot of alternatives readily available within streak is in fact among the easiest and among the most uh you understand flexible out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t wish to choose these sales if I finished with projects then I can go with the job stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also provide it different various colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others property support and custom So within our support you can see we have incoming designated working on resolved and sound this is in fact pretty good and we also have custom where I can actually start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click on 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 merely click and I’ll have the ability to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on go into so now you can see we have one lead created let’s state that there is in fact 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 brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click on brand-new now once you develop a lead we can actually click on this link and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various 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 include columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even submit files and after that 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.
attachments so this is how you produce a lead within your when you’re done with this you can in fact click go into 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 two leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail very quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge e-mail and with combine email what takes place is I can actually produce a follow-up emails and different storage e-mails here and we have active instructs so using is actually simple you can get started free of charge by simply adding the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a self-employed journalist, I have actually worked with many customers, managed multiple tasks concurrently, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my quest for a service, I explored numerous platforms but found them to be either too costly or too complicated 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 customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, providing you a clear introduction of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from lead generation to project completion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
helps with cooperation by allowing you to share pipelines and interact with team members within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, improving performance and guaranteeing everyone remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for common e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive developer documents, making it simple to integrate with other tools and construct custom-made solutions.
This flexibility permits freelance journalists with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to release.
You can develop customized phases for different development stages, designate jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable option, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. offers a user-friendly and affordable service that effortlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the sophisticated 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 material, editor, or author developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.