As a seasoned freelance journalist, I understand the challenges of managing jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to use Streak For Crm for your consumer relations cooperation communication and a lot more so let’s enter it first of all you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our easy 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 reveal you how to do that as a total beginner it will help you tailor an ideal process for your group and you will be able to get your work done now let’s in fact get into the process now is available as an extension and it’s completely totally free so once you get to the site you’ll get this option here which is add to Chrome and you’re.
going to choose 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 on ADD extension and your extension will be included alright it’s done and now it is contributing 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 just sign in make certain to sign.
into the very same Gmail that you have actually added 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 enable after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-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 new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead called pitched demo 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 e-mail last email from lead Source top priority market 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 at the top and you will offer your phase a name let’s say that you actually wanted to create another um you understand stage here for instance 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 actually select various colors for each of the stages however I believe all of these are in fact already created so this is really pretty outstanding 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 demo are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration here and after that we have negotiating 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 on this plus here and we have free 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 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 and I’ll really rearrange and put the notes here alright email thread count close date alright business’s size deal size and Business size alright let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have produced by date created fans and more so I actually wish to opt for the produced.
by or perhaps the followers due to the fact that I wish to monitor my team members 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 alternatives readily available within streak is really among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my task again if I didn’t want to go for these sales if I did with jobs then I can go with the task stages right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also provide it various different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others realty assistance and custom So within our assistance you can see we have incoming designated working on fixed and noise this is actually pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can really click this drop down and we have manage phase or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add 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 just call it brand-new and click on go into so now you can see we have actually one lead created let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a called also there’s one negotiating so I’ll just simply click on new now when you develop a lead we can in fact click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed remember and after that we have invite teammates so from here I can welcome the employee we have add columns we have e-mails files and comments you can switch to the e-mails 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 again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your when you’re done with this you can actually click enter 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 two leads one contacted 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 carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have personal option we have these three dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create 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 switch to our basic Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what occurs is I can in fact develop 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 free of charge by simply including the integration and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a self-employed journalist, I’ve worked with numerous customers, managed multiple jobs all at once, and maintained a comprehensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for a solution, I checked out various platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who heavily rely on email interaction. Here are some essential benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, providing you a clear overview of your communications with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to handle and monitor the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to job conclusion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, enhancing performance and guaranteeing everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can create templates for typical email reactions, schedule follow-ups, and established pointers, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to integrate with other tools and develop custom solutions.
This versatility allows self-employed journalists with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to deployment.
You can produce custom stages for different development stages, designate jobs to employee, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, reducing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more cost effective service, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email communication.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. deals a affordable and instinctive service that seamlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.