As an experienced freelance reporter, I understand the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be revealing you how to use Teamwork Crm Vs Streak for your consumer relations collaboration interaction and much more so let’s enter it first off you need to go to streak.com and you will land on this website right here now is a type 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 actually amazing and I’ll reveal you how to do that as a total newbie it will assist you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s completely totally free so once you get to the site you’ll get this option here which is contribute 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 add to Chrome click on ADD extension and your extension will be added all right 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 check in make sure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different options first of all 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 demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wished to create another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose various colors for each of the stages however I think all of these are in fact currently created so this is actually pretty impressive what I will do is I will really get rid of this one and if you feel like there is um I think 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 demo two what I’ll do is really let’s eliminate 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click on this plus here and we have totally 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 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 actually 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 Business size fine let’s eliminate the business size and I’m gon na really find something else within the general where we have actually developed by date developed followers and more so I actually wish to choose the developed.
by or maybe the followers due to the fact that I wish to track my staff member that are in fact following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of alternatives offered within streak is actually among the easiest and among the most uh you understand flexible out there it’s very easy to use with design templates we have jobs too within my project again if I didn’t want to opt for these sales if I made with jobs then I can opt for the task phases right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it different different colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others property support and custom So within our support you can see we have incoming assigned working on dealt with and sound this is in fact pretty good and we likewise have customized where I can really start something from the scratch totally according to my business for me we just have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can actually click on this fall 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 simply click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to include 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 one lead developed let’s say that there is in fact 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 include another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too however 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 called too there’s one negotiating so I’ll just simply click new now once you create a lead we can in fact click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and after that we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can switch to the e-mails 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 again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can actually click on get in 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 gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can create 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 created we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what occurs is I can really create a follow-up emails and various storage emails here and we have active instructs so using is really simple you can begin totally free by just adding the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I have actually worked with various customers, handled multiple jobs concurrently, and preserved an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for a service, I explored various platforms but discovered them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for independent reporters who greatly count on e-mail communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, providing you a clear overview of your communications with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to keep track of the progress and handle of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales process from lead generation to project completion.
You can classify contacts, create custom-made phases, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with partnership by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, enhancing performance and making sure everybody stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can produce design templates for common e-mail reactions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software development. Here’s how:.
supplies a robust API and substantial developer paperwork, making it easy to integrate with other tools and build customized options.
This flexibility permits freelance journalists with coding skills to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to implementation.
You can create customized phases for various development phases, appoint tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As an independent journalist, handling your hiring procedure and customer relationships is vital to your success. offers a user-friendly and economical solution that seamlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.