As an experienced freelance journalist, I understand the challenges of managing projects, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits of utilizing 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 novices hey people welcome back in this video I will be showing you how to utilize Is Streak A Crm System for your consumer relations collaboration communication and a lot more so let’s enter it to start with you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total newbie it will help you personalize a best process for your group and you will be able to get your work done now let’s in fact get into the procedure now is available as an extension and it’s totally complimentary so once you get to the site you’ll get this choice 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 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 included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and upgraded reply and then we have this brand-new choice 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 dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring 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 alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus on top and you will provide your phase a name let’s say that you really wanted to develop 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 really choose various colors for each of the stages however I think all of these are in fact already created so this is actually pretty impressive what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are type of like the 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 really let’s get rid of the demo here and then we have working out 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 different fields that you want so you will click this plus here and we have free kind 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 really missing and I’ll actually rearrange and put the notes here alright e-mail thread count close date fine business’s size deal size and Business size all right let’s get rid of the business size and I’m gon na actually discover something else within the general where we have created by date created fans and more so I actually wish to go for the created.
by or possibly the followers since I wish to keep track of my staff member 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 alternatives readily available within streak is in fact one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t want to go for these sales if I finished with tasks then I can go with the job phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it various 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 task search financier fundraising others real estate support and customized So within our support you can see we have incoming assigned working on solved and sound this is in fact pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to go with 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 pretty good now I will be able to include my Lead Series so you can actually click this fall and we have handle phase 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 be able to include it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click enter so now you can see we have actually one lead developed let’s state that there is in fact 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 brand-new two we can really open this up in a 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 called as well there’s one working out so I’ll just merely click new now once you produce a lead we can in fact click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced remember and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and after that 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 create a lead within your as soon as you’re made with this you can in fact click go into 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 two leads one contacted 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 deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private option we have these three dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail very easily from here and it will also 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 combine email and with merge e-mail what happens is I can in fact create a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can start totally free by simply including the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As an independent journalist, I have actually worked with numerous customers, handled numerous jobs simultaneously, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to improve my operations.
In my quest for an option, I explored various platforms but found them to be either too complicated or too expensive 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 customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails easily, providing you a clear overview of your communications with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to monitor the progress and manage 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 completion.
You can classify contacts, produce custom stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share important emails, and collaborate in real-time, improving performance and making sure everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce templates for common email responses, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software development. Here’s how:.
offers a robust API and substantial developer documents, making it easy to integrate with other tools and develop custom solutions.
This flexibility enables self-employed journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development tasks, from ideation to deployment.
You can develop customized stages for different development phases, designate jobs to staff member, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly features, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more cost effective service, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As a self-employed journalist, managing your hiring process and client relationships is critical to your success. deals a user-friendly and budget friendly service that effortlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.