As a seasoned freelance journalist, I understand the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be revealing you how to use Can You Segment Lists On Free Streak Crm for your consumer relations cooperation interaction and a lot more so let’s enter it first off you need 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 Center and we can in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total newbie it will help you customize an ideal procedure for your team and you will be able to get your work done now let’s in fact enter into the procedure now is offered as an extension and it’s completely free so once you get to the website you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be added fine 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 sign in ensure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and upgraded 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 merges so you can see this is like our new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once 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 brand-new pipeline here and we have various options first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration 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 email last email from lead Source concern industry deal size company 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 give your phase a name let’s state that you really wanted to create another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact choose various colors for each of the stages however I think all of these are in fact already created so this is really pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demonstration 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 various fields that you desire so you will click this plus here and we have totally free form a date check box drop down General email email tracking job 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 choose this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here fine email thread count close date fine company’s size offer size and Company size all right let’s eliminate the company size and I’m gon na in fact find something else within the general where we have produced by date created followers and more so I really want to opt for the produced.
by or possibly the fans since I wish to keep track of my employee 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 wanted for my pipeline now you can see there are a great deal of choices available within streak is actually among the most convenient and among the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t wish to opt for these sales if I made with jobs then I can opt for the task phases right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it various different colors we likewise have company Dev here you can see then we have employing so if you do employing 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 actually inbound appointed working on resolved and noise this is really respectable and we also have custom where I can in fact start something from the scratch totally according to my organization for me we merely 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 team member so I’m going to choose the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I continue 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 include a box in the lead area here and let’s simply call it brand-new and click enter 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 include another lead let’s call it new two we can in fact 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 called also there’s one negotiating so I’ll just merely click on brand-new now as soon as you produce a lead we can actually click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can invite the employee we have include columns we have emails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your when you’re finished 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 information 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 select various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can find these phases Combinations and automation this is one of the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge e-mail and with merge e-mail what takes place is I can actually produce a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is actually simple you can get going for free by just including the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it associates with. As an independent journalist, I’ve dealt with numerous clients, handled multiple jobs all at once, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my mission for a service, I explored different platforms but discovered them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent journalists who greatly count on e-mail interaction. Here are some crucial advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, offering you a clear summary of your communications with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to monitor the progress and manage of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from lead generation to job completion.
You can classify contacts, create custom phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate tasks, share important e-mails, and team up in real-time, enhancing efficiency and ensuring everybody remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive jobs.
You can create design templates for common email responses, 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 regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it easy to integrate with other tools and construct custom solutions.
This flexibility allows self-employed journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to deployment.
You can develop custom-made phases for various development stages, designate tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring process and customer relationships is vital to your success. deals a affordable and intuitive service that seamlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.