As a seasoned freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to use Can I Add A User To Streak Crm for your client relations collaboration interaction and far more so let’s get into it first off 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 contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total novice it will assist you personalize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is available as an extension and it’s completely 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 add to Chrome click on 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 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 simply sign in make sure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and updated reply and after that we have this brand-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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have different choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will offer your stage a name let’s state that you actually wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose different colors for each of the stages however I think all of these are actually currently produced so this is in fact pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are type of like the same thing we simply choose 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 then 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 various fields that you want so you will click on this plus here and we have complimentary type a date check box drop down General e-mail e-mail tracking job calls and conferences 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 choose this one here this is the field that was really missing and I’ll really reorganize and put the notes here all right e-mail thread count close date fine company’s size offer size and Company size all right let’s get rid of the business size and I’m gon na really discover something else within the general where we have actually produced by date produced fans and more so I in fact wish to opt for the produced.
by or maybe the followers since I want to keep track of my employee that are really 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 lot of options offered within streak is actually one of the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t wish to go for these sales if I finished with jobs then I can go with 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 different various colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually inbound appointed dealing with fixed and noise this is really pretty good and we also have custom-made where I can really start something from the scratch totally according to my service for me we simply have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on produce now it will just take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click this drop down and we have handle phase or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click 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 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 two we can really open this up in a 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 say there was a contacted also there’s one working out so I’ll just simply click on new now once you produce a lead we can in fact click here and it will now open the different 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 produced keep in mind and then we have invite colleagues so from here I can welcome the employee we have add columns we have emails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re done with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 be able to see we have private option we have these three dots where we can discover these phases Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can in fact produce a follow-up emails and different storage emails here and we have active instructs so utilizing is actually simple you can start for free by just including the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it connects to. As an independent journalist, I’ve dealt with many customers, managed numerous projects concurrently, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my quest for an option, I explored various platforms however 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 consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance journalists who greatly rely on email communication. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to manage and keep track of the development of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from lead generation to project completion.
You can classify contacts, develop customized phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share crucial emails, and work together in real-time, improving performance and guaranteeing everyone stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can develop templates for common email actions, schedule follow-ups, and established tips, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to incorporate with other tools and construct custom services.
This flexibility permits independent journalists with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to implementation.
You can develop custom stages for various development stages, assign jobs to staff member, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email communication.
As a freelance reporter, handling your hiring process and client relationships is vital to your success. deals a instinctive and budget-friendly service that flawlessly incorporates 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 simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.