As a seasoned freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will delve into the advantages of utilizing 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 guys welcome back in this video I will be showing you how to use Streak Crm Customer Service for your customer relations cooperation interaction and far more so let’s get into it firstly you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute 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 actually incredible and I’ll reveal 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 offered as an extension and it’s completely free so when you get to the website you’ll get this alternative 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 on add to Chrome click ADD extension and your extension will be added alright it’s done and now it is adding 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 make certain 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 just scroll down and click on allow 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 viewed all tracked emails and upgraded 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 be able to develop 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 create a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different options 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 actually a lead called pitched demo working out close phone closed uh you understand then we have nurturing alright 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 e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will provide your stage a name let’s state that you in fact wanted to develop another um you understand stage here for instance 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 in fact pick various colors for each of the stages however I believe all of these are in fact already developed so this is in fact pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we simply opt for 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 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 different fields that you want so you will click this plus here and we have totally free kind a date check box drop down General email email tracking task 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 in fact reorganize and put the notes here fine e-mail thread count close date fine business’s size offer size and Company size alright let’s get rid of the company size and I’m gon na really find something else within the general where we have actually produced by date developed fans and more so I really want to go for the produced.
by or perhaps the fans due to the fact that I wish to keep track of my team members that are in fact following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of choices available within streak is in fact one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t want to opt for these sales if I made with jobs then I can choose the project phases right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it different different colors we likewise have organization Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others property assistance and custom So within our support you can see we have actually incoming assigned dealing with dealt with and sound this is really respectable and we likewise have custom where I can really start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click develop 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 on develop now it will simply take a second for a street to develop 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 in fact click on this fall and we have manage stage or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on 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 go into so now you can see we have actually one lead produced let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-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 this way now you can see we have 2 leads then let’s say there was a called also there’s one negotiating so I’ll just merely click on brand-new now as soon as you create 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 created and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the team members we have include columns we have emails files and comments you can change to the emails and it will show you the emails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your once you’re finished with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our data 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more 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 discover these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with combine e-mail what happens is I can in fact develop a follow-up emails and different storage e-mails here and we have active advises so using is actually easy you can begin totally free by simply including the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I’ve dealt with many customers, managed numerous projects all at once, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for an option, I explored different 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 self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed journalists who greatly rely on email communication. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it easy to handle and monitor the progress of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to job completion.
You can categorize contacts, develop custom stages, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial e-mails, and team up in real-time, enhancing efficiency and ensuring everybody stays on the very same page.
Personalized Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce templates for typical email actions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and build custom solutions.
This versatility permits independent reporters with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to implementation.
You can create custom-made stages for various advancement phases, appoint tasks to employee, and track progress efficiently.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly functions, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
provides a more budget-friendly solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Combination:.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail interaction.
Conclusion:.
As a self-employed journalist, managing your hiring process and client relationships is vital to your success. deals a cost effective and intuitive option that effortlessly integrates with Gmail, allowing you to improve 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 option for freelance journalists.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.