As a skilled freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be showing you how to use Streak Vs Hupspot Crm for your client relations cooperation interaction and a lot more so let’s enter it to start with you require to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete novice it will assist you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s actually enter the procedure now is offered as an extension and it’s entirely complimentary so once 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 contribute to Chrome click ADD extension and your extension will be added fine 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 check in ensure to sign.
into the exact 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 just scroll down and click enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded 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 resembles our brand-new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with 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 options to start with we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will provide your stage a name let’s say that you in fact wanted 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 in fact pick different colors for each of the stages but I believe all of these are in fact already developed so this is actually pretty excellent what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and then we have negotiating 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 various fields that you desire so you will click this plus here and we have complimentary form a date check box drop down General email e-mail tracking job calls and meetings so I do not 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 go with this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here alright email thread count close date alright company’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually created by date produced fans and more so I in fact wish to opt for the produced.
by or perhaps the fans due to the fact that I wish to monitor my employee that are actually 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 offered within streak is really among the most convenient and among the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t want to opt for these sales if I finished with tasks then I can choose the project stages right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also offer it various various colors we likewise have service Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others realty assistance and custom-made So within our assistance you can see we have incoming assigned dealing with dealt with and noise this is really respectable and we likewise have customized where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na choose the sales here and click on produce 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 develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can really click on this fall and we have manage stage or relabel so as I continue 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 include a box in the lead section here and let’s just call it new and click go into so now you can see we have one lead produced let’s say 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 include another lead let’s call it new two we can in fact open this up in a brand-new tab from here too however 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 say there was a contacted too there’s one negotiating so I’ll just merely click on brand-new now when you develop a lead we can really click on this link and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can switch 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 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 once you’re done with this you can in fact click on go into 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 called and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and produce our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with combine email what occurs is I can actually produce a follow-up e-mails and different storage e-mails here and we have active advises so using is really simple you can begin totally free by just adding the combination and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As an independent reporter, I have actually dealt with various clients, managed multiple projects at the same time, and maintained a comprehensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a solution, I checked out different platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, giving you a clear introduction of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to keep an eye on the progress and handle of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from list building to job completion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, boosting performance and ensuring everyone remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and build custom-made solutions.
This flexibility allows self-employed journalists with coding skills to extend the performance of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application advancement tasks, from ideation to implementation.
You can create custom phases for different advancement phases, assign jobs to staff member, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more economical service, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced features need a higher-tier paid membership.
Features and Complexity:.
offers a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. deals a instinctive and inexpensive option that effortlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.