As a skilled freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to utilize Streak Crm Surveymonkey for your consumer relations collaboration communication and a lot more so let’s enter it first off you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete novice it will assist you personalize a best procedure for your group and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s completely complimentary so when you get to the site you’ll get this alternative here which is contribute 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 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 simply sign in ensure 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 gain access to and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this brand-new option 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 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 working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead called pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will offer your stage a name let’s state that you in fact wished to create another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really pick various colors for each of the stages but I believe all of these are really already produced so this is actually quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have negotiating 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 on this plus here and we have complimentary form a date check box fall General e-mail 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 go with this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here all right e-mail thread count close date alright business’s size offer size and Company size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have created by date created fans and more so I really wish to opt for the created.
by or perhaps the followers due to the fact that I wish to keep an eye on my staff member that are actually following this so I will you know 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 choices offered within streak is really one of the simplest and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my task once again if I didn’t wish to choose these sales if I finished with projects then I can choose the job stages 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 provide it various different colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your phases job search financier fundraising others real estate assistance and customized So within our support you can see we have incoming appointed dealing with resolved and noise this is really pretty good and we also have custom-made where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a team member so I’m going to opt for 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 actually looks respectable now I will have the ability 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 include various leads here what I I will do is I’ll just merely click and I’ll be able to include 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 enter so now you can see we have one lead created let’s state 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 add another lead let’s call it brand-new two we can in fact 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 gotten in touch with too there’s one working out so I’ll just merely click brand-new now once you create a lead we can really click on this link and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced remember and then we have invite teammates so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails 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.
attachments so this is how you create a lead within your when you’re finished with this you can really click go into and it will be closed now it will show 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 contacted and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail really quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what happens is I can really develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly simple you can get started for free by just adding the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I have actually dealt with numerous customers, handled multiple projects simultaneously, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my quest for an option, I explored various platforms however discovered them to be either too complex or too costly 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 customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly rely on email communication. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to manage and monitor the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from lead generation to project completion.
You can classify contacts, develop custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
helps with collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, boosting performance and making sure everybody remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can develop templates for typical e-mail reactions, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial designer paperwork, making it easy to integrate with other tools and construct custom-made options.
This versatility enables self-employed journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to deployment.
You can produce custom stages for different advancement stages, assign tasks to employee, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more cost effective solution, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, handling your hiring process and customer relationships is vital to your success. deals a budget-friendly and user-friendly service that perfectly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.