As a skilled freelance journalist, I understand the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to use Disadvantages Of Free Streak Crm for your client relations cooperation communication and a lot more so let’s enter into it to start with 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 contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete beginner it will help you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s completely totally free so once you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to select 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 included all right 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 ensure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this new option 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 is like our new control panel 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 employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different options first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead contacted pitched demo working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you actually wished to produce another um you understand phase here for instance 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 in fact choose different colors for each of the stages but I think all of these are actually already created so this is really quite excellent what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are kind of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration 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 this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking task calls and meetings 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 in fact reorganize and put the notes here fine email thread count close date alright business’s size offer size and Company size fine let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually created by date created fans and more so I really wish to go for the developed.
by or possibly the followers because I wish to track my staff member that are really 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 options readily available within streak is really among the easiest and among the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t want to opt for these sales if I made with projects then I can opt for the task phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it different different colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others realty assistance and custom So within our support you can see we have incoming assigned working on resolved and sound this is in fact respectable and we likewise have customized where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to create 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 really click this fall and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on go into so now you can see we have one lead created 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 new I’m going to include another lead let’s call it new 2 we can really 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 2 leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click on new now once you develop a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the staff member we have add columns we have emails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that 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 develop a lead within your as soon as you’re made with this you can really click on enter 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 gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these phases Integrations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with merge email what occurs is I can really produce a follow-up emails and various storage emails here and we have active instructs so utilizing is truly easy you can get going for free by simply adding the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I’ve dealt with many clients, managed multiple tasks concurrently, and preserved a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my quest for an option, I checked out various platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who heavily depend on email communication. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails easily, providing you a clear summary of your interactions with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to manage and monitor the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, create customized phases, set reminders, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share essential emails, and team up in real-time, boosting productivity and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can create design templates for typical e-mail actions, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and extensive developer paperwork, making it simple to integrate with other tools and develop custom services.
This versatility enables self-employed journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to release.
You can produce custom phases for various development phases, designate jobs to staff member, and track development effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget friendly option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As a self-employed reporter, handling your hiring process and client relationships is critical to your success. deals a user-friendly and cost effective service that seamlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.