As a seasoned freelance journalist, I understand the difficulties of managing tasks, tracking leads, and supporting client relationships. In this 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 provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to utilize WordPress Vs Streak Crm for your customer relations partnership communication and a lot more so let’s enter it first off you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total newbie it will help you customize a best process for your team and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be added alright 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 check in ensure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this brand-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 resembles our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will provide your stage a name let’s say that you in fact wanted to create another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact choose different colors for each of the stages however I believe all of these are in fact already developed so this is really quite outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the very 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 actually let’s get rid of the demo here and after that we have working out with negotiating I can choose 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 on this plus here and we have totally free kind a date check box fall General e-mail e-mail tracking job 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 opt for this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date alright company’s size offer size and Company size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have actually created by date created fans and more so I actually want to choose the developed.
by or perhaps the followers due to the fact that I want to track my team members that are in fact following this so I will you understand 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 choices offered within streak is in fact one of the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my project again if I didn’t wish to opt for these sales if I did with jobs then I can choose the job stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it different different colors we likewise have service 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 investor fundraising others real estate assistance and custom-made So within our assistance you can see we have actually incoming assigned dealing with solved and noise this is in fact pretty good and we likewise have custom-made where I can in fact start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable 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 various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add 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 go into so now you can see we have actually 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 include another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a contacted too there’s one working out so I’ll just merely click brand-new now as soon as you create a lead we can actually click here and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even publish 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 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 reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the combine e-mail and with merge email what happens is I can actually develop a follow-up emails and various storage e-mails here and we have active instructs so using is truly simple you can start free of charge by just adding the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent journalist, I have actually worked with numerous clients, handled multiple tasks all at once, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a central system to streamline my operations.
In my mission for a solution, I explored numerous platforms however discovered them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily rely on email interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to manage and monitor the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from lead generation to job conclusion.
You can categorize contacts, develop customized phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
assists in collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important emails, and collaborate in real-time, enhancing efficiency and making sure everyone stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for common e-mail responses, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software development. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to incorporate with other tools and construct custom solutions.
This flexibility enables self-employed reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to release.
You can produce custom-made stages for various advancement stages, assign jobs to employee, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, minimizing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly service, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email communication.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. deals a budget-friendly and user-friendly solution that effortlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.