As a seasoned freelance reporter, I comprehend the challenges of handling projects, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to utilize Streak Crm Vs Pipedrive Crm for your client relations partnership interaction and far more so let’s enter into it to start with you require to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total beginner it will assist you personalize a best procedure for your team and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s completely totally free so as soon as you get to the website you’ll get this option here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click ADD extension and your extension will be included okay 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 simply check in ensure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and upgraded reply and then we have this new alternative 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 resembles our brand-new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have different choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will give your stage a name let’s say that you in fact wished to develop another um you understand phase here for instance let’s state 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 really currently developed so this is in fact pretty remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that we have negotiating with negotiating I can opt for 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 free kind a date check box fall General e-mail email tracking task calls and meetings 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 go with this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here okay e-mail thread count close date fine company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na really discover something else within the basic where we have developed by date produced fans and more so I in fact wish to opt for the developed.
by or possibly the followers due to the fact that I want to keep an eye on 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 lot of options readily available within streak is in fact among the simplest and among the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my task again if I didn’t want to go for these sales if I finished with projects then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise provide it different various colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search financier fundraising others real estate assistance and customized So within our support you can see we have actually incoming appointed dealing with dealt with and sound this is really respectable and we also have customized where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with 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 develop now it will simply take a second for a street to produce 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 really click on this drop down and we have handle stage or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click on enter so now you can see we have one lead produced let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new two we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just simply click new now when you produce a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have invite colleagues so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even publish 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.
accessories so this is how you produce a lead within your once you’re done with this you can really click get in and it will be closed now it will show 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 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 deleting and sharing too uh another thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can discover these stages Combinations and automation this is among the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge e-mail and with merge email what occurs is I can in fact produce a follow-up emails and various storage e-mails here and we have active instructs so using is truly simple you can begin free of charge by simply adding the integration and now you understand how to use as a total beginner don’t.
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 connects to. As a self-employed reporter, I have actually dealt with various clients, handled several projects at the same time, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my quest for a service, I explored various platforms but discovered them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who greatly count on e-mail communication. Here are some key benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear summary of your communications with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to keep track of the progress and manage of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from lead generation to task conclusion.
You can categorize contacts, produce custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share essential emails, and collaborate in real-time, boosting efficiency and ensuring everyone stays on the very same page.
Customizable Workflows:.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and established reminders, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial developer paperwork, making it easy to incorporate with other tools and develop custom solutions.
This flexibility enables independent journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development projects, from ideation to implementation.
You can develop custom-made phases for different development stages, designate jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-efficient option for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Cost:.
offers a more budget friendly service, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more detailed suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
Conclusion:.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. deals a inexpensive and instinctive service that effortlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, 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 impact of Streak CRM in your freelance journalism ventures.