As an experienced freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this short article, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to utilize Streak Crm Forms for your consumer relations partnership interaction and far more so let’s get into it first of all you require to go to streak.com and you will arrive at 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 in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete beginner it will help you tailor a best process for your team and you will have the ability to get your work done now let’s actually get into the process now is available as an extension and it’s completely complimentary so once you get to the site 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 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 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 sign 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 access and we’re gon na simply scroll down and click allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails 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 merges so you can see this is like our brand-new dashboard for here I’ll be able to develop a brand-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 really do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will give your stage a name let’s say that you in fact wished to create another um you understand stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact select various colors for each of the stages however I think all of these are actually currently created so this is in fact quite remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demonstration 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 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 totally free form a date check box fall General e-mail e-mail tracking job calls and meetings 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 opt for this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here all right email thread count close date alright business’s size deal size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have developed by date developed followers and more so I really wish to choose the developed.
by or possibly the fans due to the fact that I wish to monitor my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives offered within streak is actually among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t want to opt for these sales if I did with projects then I can choose the job phases right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it various different colors we also have company Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually inbound appointed dealing with solved and noise this is in fact pretty good and we also have custom where I can really start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will just take a second 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 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 merely click and I’ll be able to add it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have actually one lead produced 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 new I’m going to add another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too however 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 called too there’s one negotiating so I’ll just simply click on brand-new now as soon as you develop a lead we can really 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 developed and we have all of these various columns we have the fields that we developed remember and then we have welcome teammates so from here I can welcome the employee we have add columns we have emails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even upload 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.
accessories so this is how you develop a lead within your once you’re made with this you can really click on get in and it will be closed now it will reveal 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 gotten in touch with 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 as well uh another thing with srix at the top you will have the ability to see we have private option we have these three dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and produce our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail extremely quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can really produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is really easy you can get going for free by just adding the integration and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I have actually dealt with various clients, handled several jobs simultaneously, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my mission for an option, I explored various platforms however discovered them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining 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 count on email interaction. Here are some key advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to monitor the progress and handle of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from list building to task completion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important e-mails, and team up in real-time, boosting performance and ensuring everybody remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to incorporate with other tools and develop customized options.
This versatility enables independent reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to deployment.
You can create custom-made phases for various advancement phases, designate jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective service, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
provides a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email communication.
As an independent journalist, managing your hiring procedure and client relationships is paramount to your success. deals a economical and intuitive service that seamlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.