As an experienced freelance journalist, I understand the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of using 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 newbies hey people invite back in this video I will be revealing you how to use Streak Sales Crm Pricing for your consumer relations cooperation interaction and much more so let’s get into it first of all you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually 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 assist you customize a perfect process for your group and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s entirely complimentary so when you get to the website you’ll get this alternative 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 on ADD extension and your extension will be included okay 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 just check in make sure to sign.
into the same Gmail that you have included 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 allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this new alternative 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 resembles our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have different choices firstly 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 called pitched demo working out 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 e-mail from lead Source top priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click this Plus on top and you will provide your phase a name let’s say that you actually wished to produce another um you understand phase here for example 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 choose different colors for each of the stages but I think all of these are actually currently produced so this is in fact quite remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of 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 want so you will click this plus here and we have complimentary kind a date check box fall General email e-mail tracking job 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 choose this one here this is the field that was in fact missing and I’ll actually reorganize and put the notes here fine email thread count close date fine business’s size deal size and Company size alright let’s get rid of the business size and I’m gon na really discover something else within the basic where we have produced by date produced fans and more so I really wish to go for the created.
by or possibly the followers because I want to keep track of my team members 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 great deal of choices readily available within streak is actually among the easiest and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my project once again if I didn’t want to choose these sales if I did with tasks then I can choose the task phases right here and once again the fields the procedure is going to be similar you will pick these phases 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 working with so if you do working with then this is going to be your stages task search financier fundraising others property support and custom So within our assistance you can see we have inbound designated dealing with resolved and sound this is really pretty good and we likewise have customized where I can actually start something from the scratch totally according to my business for me we merely have the sales so I’m gon na go with the sales here and click on create 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 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 pretty good now I will be able to add my Lead Series so you can really click this fall and we have handle phase or rename 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 include 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 area here and let’s simply call it new and click on go into so now you can see we have one lead produced 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 brand-new 2 we can really open this up in a new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a contacted also there’s one working out so I’ll just merely click on brand-new now as soon as you create a lead we can in fact click on this link 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 various columns we have the fields that we produced remember and after that we have invite colleagues so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish 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.
accessories so this is how you develop a lead within your when you’re made with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our information gathered 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal alternative we have these three dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail very quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge email and with combine e-mail what takes place is I can in fact create a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can start for free by simply including the combination and now you know how to utilize 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 profession and how it associates with. As an independent journalist, I have actually worked with many customers, managed multiple jobs simultaneously, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a central system to improve my operations.
In my mission for a solution, I checked out different platforms however discovered them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who heavily count on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, providing you a clear introduction of your interactions with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to monitor the progress and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from lead generation to task conclusion.
You can classify contacts, create custom phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share crucial emails, and team up in real-time, improving performance and guaranteeing everybody remains on the same page.
Customizable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can create templates for typical email reactions, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial developer documents, making it easy to incorporate with other tools and construct custom options.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application development tasks, from ideation to implementation.
You can create custom stages for various advancement phases, appoint tasks to team members, and track progress effectively.
Advantages and disadvantages of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, lessening the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
provides a more budget-friendly option, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email interaction.
Conclusion:.
As a self-employed journalist, managing your hiring process and customer relationships is critical to your success. deals a instinctive and affordable service that effortlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.