As an experienced freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use Limitations Of Streak Crm Free for your client relations collaboration communication and much more so let’s enter it to start with you need to go to streak.com and you will arrive on this website 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 actually turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete newbie it will help you personalize a perfect process 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 entirely totally free so as soon as you get to the website you’ll get this alternative 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 contribute to Chrome click ADD extension and your extension will be added okay 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 simply check in ensure to sign.
into the exact 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 just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this 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 dashboard for here I’ll have the ability to create 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 produce a new pipeline let’s actually do that you will click brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing 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 offer size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will offer your phase a name let’s say that you really wished to create another um you know phase here for instance let’s say I didn’t have no strings so I can create 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 in fact already developed so this is in fact quite outstanding what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are type of like the exact same thing we simply 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 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have totally free form a date check box fall General e-mail e-mail tracking task calls and conferences so I don’t 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 opt for this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here alright e-mail thread count close date okay company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have developed by date produced followers and more so I in fact wish to choose the produced.
by or perhaps the followers due to the fact that I want to monitor my team members that are actually following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options available within streak is in fact among the most convenient and one of the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my task once again if I didn’t wish to go for these sales if I did with tasks then I can choose the job phases right here and 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 provide it various various colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your stages job search financier fundraising others real estate support and customized So within our support you can see we have actually incoming assigned dealing with fixed and noise this is in fact respectable and we likewise have custom-made where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will simply take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can actually click on this fall and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here add 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 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 new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a called too there’s one working out so I’ll just simply click brand-new now when you create a lead we can actually click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and then we have invite teammates so from here I can welcome the staff member we have include 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 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 develop a lead within your as soon as you’re done with this you can actually click on get in 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 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 perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily 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 basic Gmail really easily from here and it will likewise reveal me the e-mails 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 happens is I can actually produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is truly simple you can begin free of charge by just including the integration and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a freelance journalist, I’ve worked with numerous clients, handled several jobs simultaneously, and kept an extensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my mission for a solution, I checked out numerous platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance reporters who greatly depend on email communication. Here are some essential benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to handle and keep track of the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from list building to task conclusion.
You can categorize contacts, develop custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, boosting efficiency and making sure everyone stays on the same page.
Adjustable Workflows:.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create templates for common email responses, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and develop custom-made solutions.
This versatility enables freelance journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development jobs, from ideation to deployment.
You can develop custom-made stages for various development phases, designate jobs to staff member, and track progress effectively.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use functions, decreasing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
offers a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
Conclusion:.
As a self-employed reporter, handling your hiring process and client relationships is vital to your success. deals a user-friendly and budget friendly solution that flawlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, editor, or material 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 endeavors.