As a skilled freelance journalist, I understand the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be revealing you how to use How To Set Up Streak Crm for your customer relations partnership communication and far more so let’s get into it firstly you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete beginner it will help you personalize a best process for your group and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s entirely free so when 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 add to Chrome click ADD extension and your extension will be included alright 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 merely sign in ensure to sign.
into the same Gmail that you have actually added 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 permit after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded 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 combines so you can see this is like our new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you in fact wished to develop another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really choose various colors for each of the stages but I believe all of these are really currently produced so this is really pretty remarkable 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 same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have free form a date check box fall General email email tracking job calls and conferences 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 opt for this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here all right email thread count close date okay company’s size deal size and Company size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have actually developed by date developed followers and more so I actually want to opt for the developed.
by or maybe the followers because I want to track my staff member 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 great deal of options readily available within streak is in fact among the most convenient and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my task once again if I didn’t wish to opt for these sales if I made with projects then I can go with the project phases 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 likewise offer it different various colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our support you can see we have incoming designated dealing with solved and sound this is actually respectable and we also have customized where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with 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 produce now it will simply 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 include my Lead Series so you can in fact click this fall and we have manage stage or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click on enter so now you can see we have one lead developed let’s say that there is really 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 add another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now as soon as you create a lead we can in fact click here and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we developed remember and then we have invite colleagues so from here I can invite the staff member we have include columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even submit 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.
attachments so this is how you create a lead within your once you’re done with this you can actually click on enter 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these stages Combinations and automation this is one of the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually easy you can get going for free by just adding the integration and now you know 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 supply some context about my profession and how it connects to. As an independent journalist, I’ve dealt with many clients, managed several tasks all at once, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my mission for a solution, I checked out numerous platforms however found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who greatly count on email communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails easily, providing you a clear summary of your communications with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to handle and monitor the development of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from list building to project completion.
You can categorize contacts, produce custom-made phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share crucial e-mails, and collaborate in real-time, boosting performance and making sure everyone stays on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for common email responses, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software development. Here’s how:.
offers a robust API and substantial designer documents, making it simple to integrate with other tools and develop custom-made solutions.
This flexibility enables freelance journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to implementation.
You can create custom stages for various development phases, appoint tasks to employee, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more inexpensive service, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email communication.
As a self-employed reporter, handling your hiring process and client relationships is critical to your success. deals a intuitive and budget-friendly solution that perfectly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.