As a skilled freelance reporter, I comprehend the challenges of managing projects, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be showing you how to use Close Crm Migrate To Streak for your consumer relations collaboration interaction and far more so let’s enter into it first off you require to go to streak.com and you will arrive 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 in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete beginner it will help you personalize an ideal 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 readily available as an extension and it’s totally free so once you get to the site you’ll get this option here which is add 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 contribute to Chrome click on ADD extension and your extension will be added 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 sign in ensure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and updated 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 combines so you can see this is like our new control panel for here I’ll be able to develop a 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 actually do that you will click new pipeline here and we have various alternatives 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 called pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size company size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will provide your phase a name let’s say that you actually wanted to create another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact pick different colors for each of the stages however I think all of these are really already produced so this is really quite remarkable what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are type of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can opt for 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 form a date check box drop down General e-mail email 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here alright email thread count close date all right company’s size offer size and Company size all right let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have developed by date created fans and more so I in fact wish to opt for the created.
by or maybe the fans due to the fact that I want to keep an eye on my employee that are actually following this so I will you know 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 options available within streak is in fact one of the simplest and among the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my task again if I didn’t want to opt for these sales if I made with projects then I can choose the task stages right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise provide it different different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others real estate assistance and custom So within our support you can see we have actually incoming assigned working on solved and sound this is actually pretty good and we also have custom where I can actually start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on develop private 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 develop 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 in fact click on this drop down and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here add 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 enter so now you can see we have actually one lead produced let’s state that there is really closed one so I’m going to include 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 in fact open this up in a 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 state there was a called also there’s one negotiating so I’ll just merely click brand-new now as soon as you produce 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 created keep in mind and then we have welcome teammates so from here I can welcome the staff member we have add columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re finished with this you can actually click get in 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 2 leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our easy Gmail extremely quickly from here and it will also show 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 combine email and with merge e-mail what takes place is I can actually create a follow-up emails and different storage emails here and we have active instructs so utilizing is truly simple you can begin totally free by just including the combination and now you understand how to utilize 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 profession and how it relates to. As an independent journalist, I have actually worked with numerous clients, managed several jobs at the same time, and preserved an extensive network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my quest for an option, I checked out numerous platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance journalists who greatly depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, giving you a clear summary of your interactions with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from list building to project conclusion.
You can categorize contacts, develop customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share important e-mails, and work together in real-time, enhancing performance and ensuring everyone remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established pointers, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial designer documents, making it easy to integrate with other tools and develop customized solutions.
This versatility permits independent journalists with coding skills to extend the performance of and tailor it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software development projects, from ideation to release.
You can develop custom-made phases for various development stages, appoint tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email communication.
As an independent journalist, managing your hiring process and client relationships is paramount to your success. deals a intuitive and budget-friendly solution that perfectly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.