As a skilled freelance reporter, I comprehend the obstacles of managing projects, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to use Streak Crm Fetures for your customer relations collaboration communication and much more so let’s enter it first of all you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total newbie it will help you customize a best process for your team and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s entirely free so as soon as you get to the site you’ll get this choice here which is add to Chrome and you’re.
going to choose 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 all right 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 sure to sign.
into the very same Gmail that you have actually added 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 appear like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and upgraded reply and then we have this brand-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 is like our new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size business 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 give your stage a name let’s state that you in fact wanted to develop another um you know stage 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 in fact choose different colors for each of the stages but I believe all of these are in fact already produced so this is really pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo here and after that we have working out 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 want so you will click this plus here and we have complimentary type a date check box drop down General e-mail e-mail tracking job calls and conferences so I do not see anything for the course and conferences 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 actually missing and I’ll really reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Business size all right let’s get rid of the business size and I’m gon na really find something else within the general where we have produced by date created fans and more so I really want to go for the developed.
by or maybe the fans because I want to monitor my staff member that are in fact following this so I will you know 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 offered within streak is actually one of the most convenient and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t want to choose these sales if I finished with jobs then I can choose the project stages right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also provide it different various colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others property support and customized So within our support you can see we have incoming appointed working on fixed and sound this is actually respectable and we also have custom-made where I can in fact start something from the scratch totally according to my business for me we merely have the sales so I’m gon na opt for the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click create 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 include my Lead Series so you can really click on this fall and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have one lead produced 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 brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just merely click new now as soon as you develop a lead we can in fact click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can actually click on enter and it will be closed now it will reveal 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 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 perform bulk actions such as erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Combinations and automation this is among 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 notices for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop 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 switch to our simple Gmail extremely easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what takes place is I can actually develop a follow-up e-mails and various storage emails here and we have active advises so using is actually simple you can get started for free by just including the combination and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I have actually dealt with many customers, managed numerous projects at the same time, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a service, I explored numerous platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, giving you a clear summary of your communications with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to manage and keep track of the development of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from list building to project completion.
You can categorize contacts, produce customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial e-mails, and work together in real-time, improving efficiency and guaranteeing everybody remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and develop custom options.
This versatility allows independent journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to deployment.
You can produce custom stages for various development stages, appoint tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly features, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective service, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. deals a inexpensive and user-friendly option that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, writer, or editor developer, 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 endeavors.