As an experienced freelance reporter, I understand the difficulties of managing tasks, tracking leads, and supporting client relationships. In this short article, I will delve into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to use Streak Crm Tags for your consumer relations partnership communication and far more so let’s get into it to start with you need to go to streak.com and you will arrive on 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 Hub and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete newbie it will help you tailor an ideal process for your group and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s completely free so when you get to the website you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be included fine it’s done and now it is adding 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 sign in make sure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit 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 seen all tracked e-mails and upgraded 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 combines so you can see this resembles our brand-new dashboard for here I’ll be able to create a 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 actually do that you will click new pipeline here and we have different 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 actually a lead called pitched demo negotiating close phone closed uh you know 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 concern industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will provide your phase a name let’s state that you in fact wanted to create another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose various colors for each of the stages but I think all of these are in fact already developed so this is in fact pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the exact same thing we simply 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 demo here and then we have negotiating 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 desire so you will click this plus here and we have totally free kind a date check box drop down General e-mail e-mail tracking task calls and conferences 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 really missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date fine company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually created by date produced followers and more so I actually want to choose the produced.
by or perhaps the followers since I wish to keep track of my staff member that are really 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 great deal of alternatives offered within streak is actually among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my task again if I didn’t wish to go for these sales if I did with tasks then I can go with the project stages right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also give it various different colors we likewise have organization 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 real estate support and customized So within our support you can see we have actually inbound appointed dealing with 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 simply have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have handle phase or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click go into so now you can see we have one lead produced let’s say that there is in fact 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 but I’m just for now I’m just gon na work this way 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 simply click on brand-new now when you develop a lead we can actually click on this link and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we created remember and after that we have welcome teammates so from here I can welcome the team members we have add columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even upload 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 develop a lead within your as soon as you’re made with this you can really click on go into and it will be closed now it will reveal 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have private option we have these three dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail really quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge email and with merge email what takes place is I can really develop a follow-up emails and different storage emails here and we have active instructs so using is really simple you can begin totally free by simply including the integration and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a freelance journalist, I’ve dealt with many clients, handled multiple projects all at once, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for a solution, I explored different platforms however discovered them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent reporters who heavily rely on e-mail communication. Here are some key advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to manage and keep track of the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from lead generation to job completion.
You can categorize contacts, produce customized phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates partnership by permitting you to share pipelines and interact with team members within the platform.
You can designate jobs, share essential emails, and work together in real-time, enhancing performance and making sure everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can produce design templates for typical e-mail responses, schedule follow-ups, and established tips, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive developer documentation, making it simple to integrate with other tools and build customized solutions.
This versatility permits freelance journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement tasks, from ideation to implementation.
You can create custom-made phases for various advancement stages, designate tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, lessening the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable service, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. deals a instinctive and economical service that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.