As an experienced freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and supporting client 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 offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be revealing you how to use Send Report In Streak Crm for your client relations cooperation interaction and much more so let’s get into it first off 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 add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total newbie it will help you tailor a best process for your group and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s completely free so as soon as you get to the site you’ll get this option here which is contribute 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 add to Chrome click on ADD extension and your extension will be included fine it’s done and now it is adding 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 check in ensure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated reply and then 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 resembles our brand-new control panel for here I’ll be able to create 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 in fact do that you will click on new pipeline here and we have different choices to start with 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 negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size company size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will offer your stage a name let’s state that you in fact wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can create 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 in fact currently produced so this is in fact quite outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we just go with the pitch so what I’ll do is uh we have 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 choose 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 this plus here and we have totally free type a date check box drop down General email email tracking job 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 really missing out on and I’ll in fact rearrange and put the notes here fine e-mail thread count close date okay company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have developed by date developed fans and more so I really want to go for the developed.
by or possibly the followers due to the fact that I want to keep an eye on my team members 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 wanted for my pipeline now you can see there are a lot of alternatives offered within streak is really among the simplest and one of the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t want to opt for these sales if I made with tasks then I can go with the task stages 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 also give it various different colors we likewise have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others real estate assistance and custom So within our support you can see we have actually incoming assigned working on resolved and sound this is in fact respectable and we also have customized where I can actually start something from the scratch completely according to my business for me we merely have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop 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 add my Lead Series so you can actually click this fall and we have manage stage or relabel 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 include it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click go into so now you can see we have actually one lead produced let’s say 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 brand-new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a contacted also there’s one working out so I’ll just merely click new now when you develop a lead we can really click on this link and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails 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 comments 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 in fact click on go into and it will be closed now it will reveal you something like this we have all of our data collected 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 pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can find these stages Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notices for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly 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 very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine e-mail and with combine e-mail what occurs is I can really develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually simple you can start free of charge by simply adding the integration and now you know how to use as a complete newbie do not.
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 relates to. As a self-employed journalist, I have actually worked with many customers, handled numerous tasks at the same time, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for a service, I explored numerous platforms however found them to be either too complex or too costly 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 perfectly integrates with Gmail, making it perfect for self-employed journalists who heavily rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, offering you a clear summary of your interactions with clients, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from lead generation to job conclusion.
You can categorize contacts, produce custom-made stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial emails, and work together in real-time, enhancing efficiency and making sure everybody stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce templates for common email reactions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and build custom solutions.
This versatility enables independent reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to release.
You can produce custom phases for various development phases, appoint jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use functions, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is paramount to your success. deals a inexpensive and intuitive service that effortlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.