As a seasoned freelance reporter, I comprehend the obstacles of managing jobs, tracking leads, and supporting client relationships. In this post, I will dive 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 guys invite back in this video I will be revealing you how to utilize Changing Color Scheme Of Streak Crm for your client relations cooperation interaction and much 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 kind of CRM that we can add 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 remarkable and I’ll reveal you how to do that as a complete novice it will help you customize a best process for your group and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally complimentary so once you get to the website you’ll get this alternative 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 added all right 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 sign in make certain to sign.
into the exact 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 just scroll down and click allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this brand-new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new dashboard for here I’ll be able 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 develop a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you understand 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 industry deal size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will give your phase a name let’s say that you actually wanted to develop another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I think all of these are actually already created so this is in fact pretty impressive what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo 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 want so you will click this plus here and we have complimentary kind a date check box fall General e-mail 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 choose this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date okay company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have created by date developed fans and more so I really wish to go for the created.
by or perhaps the followers because I wish to monitor 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 desired for my pipeline now you can see there are a lot of choices readily available within streak is really one of the easiest and one of the most uh you know flexible out there it’s really easy to use with templates we have projects too within my task again if I didn’t want to opt for these sales if I made with projects then I can opt for the project 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 also give it different different colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others property support and custom-made So within our support you can see we have actually inbound designated working on dealt with and noise this is actually pretty good and we also have custom where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na go with the sales here and click create 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 create now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can actually click on this fall and we have manage 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 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 include a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have actually one lead created let’s say that there is really 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 really open this up in a 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 two leads then let’s state there was a contacted also there’s one working out so I’ll just merely click on new now as soon as you develop a lead we can actually click here and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced remember and then we have invite colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit files and then we have the remarks 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 create a lead within your when you’re made with this you can in fact 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 2 leads one called 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 erasing and sharing also uh one more 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 phases Combinations and automation this is one of the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what happens is I can actually produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can begin totally free by just adding the combination and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I’ve worked with various customers, managed numerous projects at the same time, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a service, I checked out different platforms however discovered them to be either too pricey or too complicated 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 client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who heavily count on e-mail communication. Here are some key benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, giving you a clear summary of your communications with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from lead generation to job conclusion.
You can classify contacts, produce customized stages, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important e-mails, and team up in real-time, boosting productivity and ensuring everybody stays on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create design templates for common e-mail reactions, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and substantial developer paperwork, making it simple to integrate with other tools and construct customized solutions.
This flexibility permits freelance journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to implementation.
You can produce custom stages for different development phases, designate jobs 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 easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more economical option, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring process and customer relationships is critical to your success. deals a user-friendly and cost effective solution that seamlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.