As a skilled freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be showing you how to utilize Streak Crm Data Hygiene Best Practices for your customer relations collaboration interaction and much more so let’s enter into it to start with you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total novice it will help you personalize a best process for your group and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s totally totally free so when you get to the website you’ll get this choice 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 on ADD extension and your extension will be included alright 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 simply check in make sure to sign.
into the same Gmail that you have actually included 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 permit after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this new alternative 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 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 hiring so this is where we’ll go produce a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various choices first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will give your stage a name let’s say that you actually wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose various colors for each of the stages but I believe all of these are actually currently produced so this is in fact quite impressive what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact 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 different fields that you desire so you will click on this plus here and we have complimentary type a date check box fall General email email 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 opt for this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date alright company’s size offer size and Company size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have actually developed by date produced followers and more so I in fact want to opt for the created.
by or possibly the followers due to the fact that I wish to track my employee 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 lot of alternatives readily available within streak is in fact among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t want to go for these sales if I finished with tasks then I can opt for the job stages right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it different various colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others realty support and custom-made So within our assistance you can see we have actually incoming appointed working on dealt with and noise this is actually respectable and we also have customized where I can actually start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I continue as I add 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 add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click on get in so now you can see we have one lead developed 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 brand-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 however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just simply click brand-new now once you produce a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can invite the employee we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments at the top here once 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 done with this you can actually 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 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 carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can find these stages Integrations 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 alerts for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files likewise 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 quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge email and with merge email what occurs is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is truly easy you can get going free of charge by simply including the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance journalist, I’ve dealt with various clients, managed multiple tasks simultaneously, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to streamline my operations.
In my quest for a solution, I explored numerous platforms but found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who heavily depend on email interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, giving you a clear introduction of your communications with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to keep track of the progress and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from lead generation to task completion.
You can categorize contacts, develop customized stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important e-mails, and team up in real-time, enhancing performance and ensuring everybody remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can produce templates for common e-mail responses, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and construct custom-made options.
This versatility permits self-employed reporters with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software advancement jobs, from ideation to implementation.
You can create customized stages for different development phases, appoint tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use functions, minimizing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget-friendly service, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring process and client relationships is vital to your success. deals a user-friendly and budget-friendly service that effortlessly incorporates with Gmail, enabling you to improve your operations and concentrate 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 an ideal choice for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.