As an experienced freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting client relationships. In this short article, I will delve into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Contact Management for your customer relations cooperation interaction and far more so let’s enter into it first of all you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete novice it will help you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s totally complimentary so once you get to the website you’ll get this alternative 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 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 make certain to sign.
into the exact same Gmail that you have actually 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 allow 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 e-mails and upgraded reply and then we have this new option 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 resembles our new control panel for here I’ll be able to create a new pipeline we have our sales orders sales 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 new pipeline here and we have various options first off we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will offer your stage a name let’s say that you actually wanted to develop another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually pick various colors for each of the stages but I believe all of these are actually already developed so this is really pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating with negotiating I can opt for 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 various fields that you desire so you will click this plus here and we have complimentary kind a date check box fall 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 choose this one here this is the field that was actually missing and I’ll really reorganize and put the notes here fine email thread count close date alright company’s size deal size and Business size fine let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually developed by date created fans and more so I actually wish to opt for the produced.
by or perhaps the followers because I want to track 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 desired for my pipeline now you can see there are a great deal of alternatives available within streak is really among the most convenient and among the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my project once again if I didn’t wish to choose these sales if I finished with projects then I can go with the project stages 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 give it various different colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others realty support and custom-made So within our support you can see we have actually incoming designated working on dealt with and noise this is actually respectable and we also have custom-made where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage stage or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click 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 enter so now you can see we have actually one lead created 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 new I’m going to include another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just merely click brand-new now once you produce a lead we can actually click here and it will now open 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 created remember and then we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can switch to the emails 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 produce a lead within your as soon as you’re finished with this you can really click on enter and it will be closed now it will show 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 called 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 also uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely easily from here and it will also show me the e-mails that I will be receiving 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 merge email what occurs is I can in fact create a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really easy you can get going 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:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I’ve worked with various clients, handled several jobs concurrently, and preserved a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my mission for a service, I checked out various platforms however discovered 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 client relationship management tool that perfectly integrates with Gmail, making it perfect for independent journalists who heavily depend on email communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails easily, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to handle and keep track of the development of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from lead generation to task completion.
You can classify contacts, produce custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in partnership by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share crucial emails, and collaborate in real-time, improving productivity and guaranteeing everyone stays on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop design templates for common e-mail responses, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to incorporate with other tools and build customized services.
This flexibility enables independent reporters with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to release.
You can develop customized stages for different advancement stages, assign tasks to staff member, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more inexpensive solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and customer relationships is paramount to your success. deals a affordable and intuitive option that perfectly incorporates 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 simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.