As an experienced freelance reporter, I understand the challenges of managing jobs, tracking leads, and supporting client relationships. In this post, I will delve into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to use Magento To Streak Crm for your client relations collaboration 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 kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete beginner it will help you customize a best procedure for your team and you will be able 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 as soon as you get to the website you’ll get this option here which is add to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click on ADD extension and your extension will be included 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 just sign in make sure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and updated 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 merges so you can see this resembles our new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have various options first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal size company size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wished to create another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select different colors for each of the stages however I believe all of these are actually already produced so this is actually quite excellent what I will do is I will in fact 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 just choose 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 after that 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 different fields that you desire so you will click this plus here and we have free form a date check box drop down General email email tracking job calls and meetings so I do not 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 and I’ll actually rearrange and put the notes here all right e-mail thread count close date fine business’s size deal size and Business size fine let’s eliminate the company size and I’m gon na really find something else within the general where we have actually created by date developed fans and more so I in fact want to opt for the created.
by or perhaps the followers since I wish to monitor my staff member that are really following this so I will you understand 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 great deal of options offered within streak is actually one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t wish to go for these sales if I made with tasks then I can opt for the project phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also provide it various various colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your stages job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have incoming assigned dealing with fixed and noise this is really respectable and we also have customized where I can actually start something from the scratch completely according to my service for me we simply have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability 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 brand-new and click on get in so now you can see we have actually 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 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 simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now as soon as you create a lead we can really 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 produced remember and then we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can switch to the e-mails and it will show 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 once you’re finished with this you can in fact 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 2 leads one called 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 perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can find these phases 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 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 extremely easily and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail really quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with combine email what occurs is I can in fact produce a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually simple you can get going for free by simply adding the integration and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As a freelance reporter, I’ve worked with numerous clients, handled numerous projects at the same time, and maintained a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for an option, I explored different platforms but found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who heavily rely on email interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to manage and keep track of the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to project completion.
You can categorize contacts, produce custom-made phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with team members within the platform.
You can assign tasks, share essential e-mails, and team up in real-time, boosting productivity and ensuring everybody remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive jobs.
You can create design templates for common email actions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to incorporate with other tools and build custom-made services.
This flexibility enables independent journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development jobs, from ideation to deployment.
You can produce custom stages for different development phases, designate tasks to staff member, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly functions, lessening the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable service, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. deals a cost effective and user-friendly service that perfectly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.