As an experienced freelance journalist, I understand the difficulties of handling jobs, tracking leads, and supporting client relationships. In this short article, I will delve into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to use Share Streak Crm With A Coworker for your customer relations cooperation communication and much more so let’s get into it firstly you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete beginner it will help you tailor a perfect procedure for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s totally free so once you get to the site you’ll get this alternative 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 on 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 just sign in make sure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails 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 combines so you can see this resembles our new dashboard for here I’ll be able 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 create a brand-new pipeline let’s really do that you will click on new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will give your stage a name let’s say that you in fact wished to create another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really choose different colors for each of the stages but I think all of these are really currently created so this is in fact quite impressive 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 demonstration are type of like the exact 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 demonstration here and after that 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 free kind a date check box fall General email 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 go with this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here all right email thread count close date all right company’s size deal size and Company size fine let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have developed by date produced followers and more so I really wish to choose the produced.
by or possibly the fans since I wish to track my employee that are really following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of alternatives offered within streak is actually among the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t wish to choose these sales if I finished with jobs then I can opt for the job stages right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also give it different various colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others realty support and custom-made So within our support you can see we have inbound appointed working on resolved and noise this is actually respectable and we likewise have custom-made where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on produce now it will simply take a second for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click on this drop down and we have manage stage 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 include it click on the top here include 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 new and click on get in so now you can see we have one lead produced let’s say that there is in fact closed one so I’m going to add 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 in fact open this up in a brand-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 two leads then let’s say there was a called also there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can really click here and it will now open the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we developed remember and after that we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that 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 develop a lead within your once you’re finished with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our information gathered 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 pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what takes place is I can in fact create a follow-up emails and various storage emails here and we have active advises so using is actually simple you can get going for free by simply including the integration and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As an independent journalist, I’ve dealt with various clients, managed numerous jobs at the same time, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for a solution, I checked out numerous platforms but found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, providing you a clear overview of your interactions with customers, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to monitor the development and manage of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from list building to project completion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates partnership by enabling 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, improving productivity and ensuring everybody stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce design templates for common email responses, schedule follow-ups, and set up pointers, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software development. Here’s how:.
supplies a robust API and substantial developer paperwork, making it simple to incorporate with other tools and build custom solutions.
This versatility allows independent journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application advancement tasks, from ideation to release.
You can create customized phases for various advancement stages, assign jobs to staff member, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly features, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. deals a intuitive and budget friendly option that perfectly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.