As a seasoned freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be revealing you how to use Streak Crm نظام for your customer relations partnership communication and much more so let’s get into it first of all you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub 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 complete novice it will help you tailor a perfect procedure for your team and you will have the ability to get your work done now let’s really enter into the process now is readily available as an extension and it’s completely totally 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 select 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 added fine 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 merely 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 gain access to and we’re gon na merely scroll down and click enable after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and then we have this 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 combines so you can see this is like our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have various choices 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 actually a lead called pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will give your stage a name let’s state that you in fact wished to develop 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 in fact choose various colors for each of the stages but I believe all of these are really already developed so this is in fact quite remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo here and then we have negotiating 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 various fields that you desire so you will click this plus here and we have free kind a date check box fall General email 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 go with this one here this is the field that was really missing and I’ll really rearrange and put the notes here alright email thread count close date all right company’s size offer size and Company size all right let’s get rid of the company size and I’m gon na really find something else within the general where we have created by date created fans and more so I really want to opt for the created.
by or possibly the followers due to the fact that I wish to keep an eye on my staff member 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 desired for my pipeline now you can see there are a great deal of options readily available within streak is actually one of the simplest and among the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my project once again if I didn’t want to go for these sales if I did with projects then I can opt for the project stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it different various colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others realty support and custom So within our support you can see we have inbound designated working on solved and noise this is really respectable and we likewise have custom-made where I can actually start something from the scratch totally according to my company for me we just have the sales so I’m gon na go with the sales here and click on develop 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 on develop now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can really click on this fall and we have handle phase or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here include a box so click on ADD box here and I’m going to include 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 include 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 just gon na work in this manner now you can see we have two leads then let’s state there was a called as well there’s one working out so I’ll just merely click new now once you develop a lead we can actually click here and it will now open up 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 created remember and then we have welcome colleagues so from here I can welcome the team members we have include columns we have emails files and remarks you can switch to the e-mails and it will reveal you the e-mails 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 develop a lead within your when 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 2 leads one contacted 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 too 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 one of the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what happens is I can really create a follow-up emails and various storage emails here and we have active instructs so utilizing is truly easy you can start free of charge by just adding the combination and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I have actually dealt with various clients, managed multiple tasks at the same time, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a service, I checked out different platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who greatly depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear summary of your communications with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to project conclusion.
You can classify contacts, produce custom stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential e-mails, and work together in real-time, boosting productivity and ensuring everyone remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create templates for typical e-mail responses, schedule follow-ups, and established tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and construct custom-made solutions.
This flexibility permits independent journalists with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to implementation.
You can produce custom-made stages for various development stages, assign jobs to team members, 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, reducing the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical service, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email communication.
As a self-employed reporter, handling your hiring procedure and client relationships is critical to your success. offers a affordable and intuitive solution that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.