As a skilled freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be revealing you how to utilize Streak Crm なぜ 無料 for your client relations cooperation interaction and much more so let’s enter into it to start with you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our basic 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 complete newbie it will assist you personalize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s entirely free so as soon as you get to the site you’ll get this option here which is add to Chrome and you’re.
going to pick 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 contributing 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 check in make sure 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 on enable after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this 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 is like our brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead called pitched demo negotiating close phone closed uh you know 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 concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus on 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 example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really pick different colors for each of the stages however I think all of these are actually already created so this is in fact pretty outstanding what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of 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 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 this plus here and we have totally free kind a date check box fall General email e-mail tracking job calls and meetings 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 choose this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here fine email thread count close date fine company’s size offer size and Company size okay let’s get rid of the company size and I’m gon na really discover something else within the basic where we have created by date created followers and more so I in fact want to opt for the created.
by or maybe the followers since I wish to keep track of 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 wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is in fact among the simplest and one of the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my project again if I didn’t want to go for these sales if I did with projects then I can opt for the job stages right here and once again the fields the process 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 organization 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 realty assistance and custom-made So within our assistance you can see we have inbound designated dealing with solved and sound this is in fact respectable and we also have custom-made where I can actually start something from the scratch totally according to my organization for me we just 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 go with the shared one here and click on produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can actually click this fall and we have handle phase or rename so as I proceed as I include 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 add a box in the lead area here and let’s simply call it brand-new and click enter so now you can see we have 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 add another lead let’s call it brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a gotten in touch with too 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 produced and we have all of these different columns we have the fields that we produced remember and then we have invite teammates so from here I can invite the staff member we have add columns we have emails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even upload 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.
attachments so this is how you produce a lead within your when you’re made with this you can really click enter and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail very easily from here and it will likewise reveal me the e-mails 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 email and with combine email what occurs is I can actually develop a follow-up emails and various storage e-mails here and we have active advises so using is actually easy you can begin for free by just including the integration and now you know how to use as a total newbie don’t.
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 associates with. As an independent journalist, I’ve dealt with numerous clients, managed multiple tasks simultaneously, and kept an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my quest for a solution, I explored numerous platforms however discovered them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on e-mail communication. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to monitor the development and handle of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to project completion.
You can categorize contacts, create customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign jobs, share important e-mails, and team up in real-time, boosting productivity and ensuring everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create design templates for typical e-mail responses, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software development. Here’s how:.
provides a robust API and substantial designer documents, making it simple to integrate with other tools and build custom-made services.
This versatility enables independent reporters with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to release.
You can develop custom-made phases for various advancement phases, assign tasks to team members, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical option, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
As a freelance reporter, handling your hiring process and customer relationships is paramount to your success. deals a budget-friendly and instinctive solution that perfectly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.