As a seasoned freelance journalist, I understand the obstacles of managing projects, tracking leads, and supporting client relationships. In this short article, I will dig into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Crm For Mobile for your customer relations partnership interaction and much 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 type 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 truly remarkable and I’ll reveal you how to do that as a total novice it will help you tailor a best process for your team and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s entirely totally free so when you get to the website you’ll get this alternative here which is add 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 contribute to Chrome click on ADD extension and your extension will be added all right it’s done and now it is adding to Gmail and it will take me straight 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 very same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click allow after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and updated reply and after that we have this new choice 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 is like our brand-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 produce a new pipeline let’s really do that you will click on new pipeline here and we have various options firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus on top and you will give your phase a name let’s say that you really wanted to produce another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick various colors for each of the stages but I believe all of these are in fact already created so this is actually quite excellent 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 demonstration are type of like the 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 eliminate the demonstration here and then we have working out with negotiating I can choose 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 form a date check box drop down General email email tracking task calls and conferences so I don’t 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 opt for this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here okay email thread count close date fine company’s size deal size and Company size fine let’s eliminate the company size and I’m gon na actually find something else within the basic where we have produced by date produced followers and more so I really wish to choose the created.
by or possibly the followers due to the fact that I want to monitor my employee that are actually 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 options available within streak is in fact one of the simplest and among the most uh you understand versatile out there it’s really easy to use with design templates we have projects too within my job again if I didn’t wish to opt for these sales if I made with jobs then I can opt for the task stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it various different 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 financier fundraising others realty assistance and custom So within our assistance you can see we have incoming assigned working on dealt with and sound this is in fact respectable and we likewise have custom where I can in fact start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click create 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 on produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have manage stage or relabel so as I proceed as I add different 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 section here and let’s simply call it new and click on go into 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 add 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 simply gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click brand-new now when you produce 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 after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even publish files and after that 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 develop a lead within your when you’re finished with this you can actually click on go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as erasing and sharing as well 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 discover these phases Integrations and automation this is among the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations custom develops 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 develop a brand-new pipeline we can switch to our simple Gmail very easily from here and it will also show me the e-mails 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 email and with merge email what takes place is I can actually produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is really easy you can get started for free by just adding the integration and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As a freelance reporter, I’ve worked with many clients, handled multiple tasks concurrently, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my mission for a solution, I checked out various platforms but discovered them to be either too complex or too pricey 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 consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who heavily count on email interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to monitor the development and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to job conclusion.
You can categorize contacts, develop custom-made phases, set reminders, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, improving performance and guaranteeing everybody stays on the same page.
Personalized Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can create templates for common e-mail reactions, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and construct custom services.
This versatility permits independent reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to deployment.
You can develop custom-made stages for various development stages, designate jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly functions, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and modification.
Economical service for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
provides a more budget friendly solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
provides a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Combination:.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email communication.
Conclusion:.
As an independent journalist, managing your hiring process and client relationships is vital to your success. deals a cost effective and intuitive service that flawlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.