As a skilled freelance reporter, I understand the challenges of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to utilize Https Www.Streak.Com Services Consulting Crm-and-sales-starter-kit for your client relations collaboration interaction and much more so let’s enter into it firstly you need 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 simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total novice it will help you customize a best process for your team and you will be able to get your work done now let’s actually enter the procedure now is offered as an extension and it’s totally complimentary so when you get to the website you’ll get this alternative 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 add to Chrome click ADD extension and your extension will be included alright 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 merely sign 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 simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this brand-new choice 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 is like our brand-new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will give your stage a name let’s state that you in fact wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose different colors for each of the stages however I think all of these are actually already developed so this is actually pretty impressive what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo here and then 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 different fields that you want so you will click this plus here and we have totally free form a date check box drop down 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 actually missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date alright business’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have actually developed by date developed fans and more so I in fact want to go for the developed.
by or maybe the fans since I want to keep track of my staff member that are in fact following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives readily available within streak is in fact one of the easiest and among the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t wish to opt for these sales if I made with tasks then I can opt for the project stages right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise provide it various various 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 phases task search investor fundraising others realty assistance and customized So within our support you can see we have actually incoming designated dealing with fixed and noise this is really respectable and we also have custom-made where I can really start something from the scratch absolutely according to my company 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 a staff 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 develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click enter 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 add another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just simply click on new now as soon as you develop a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced remember and then we have welcome teammates 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 after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your once you’re made with this you can in fact click on go into and it will be closed now it will show 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 pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can discover these stages Combinations and automation this is among the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail really quickly from here and it will likewise reveal me the e-mails 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 combine e-mail and with merge e-mail what occurs is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is really easy you can start totally free by simply adding the combination and now you understand how to utilize as a total novice 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 associates with. As a freelance journalist, I have actually dealt with numerous clients, managed multiple jobs all at once, and preserved an extensive network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a solution, I explored different platforms however found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance journalists who heavily count on email interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, providing you a clear summary of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to handle and monitor the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from list building to project conclusion.
You can classify contacts, create custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential e-mails, and work together in real-time, boosting efficiency and making sure everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can create design templates for common e-mail responses, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and substantial designer documents, making it easy to integrate with other tools and build custom-made options.
This versatility allows freelance journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to release.
You can develop custom stages for different advancement phases, assign tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort 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 advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more inexpensive service, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and customer relationships is critical to your success. deals a instinctive and budget-friendly service that effortlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.