As a skilled freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and supporting client relationships. In this short article, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be revealing you how to use Streak Crm Alternative for your consumer relations cooperation interaction and far more so let’s enter it to start with you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete beginner it will assist you customize a best procedure for your team and you will have the ability to get your work done now let’s really enter into the procedure now is available as an extension and it’s totally free so as soon as you get to the website you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be added fine 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 merely check in make certain to sign.
into the same Gmail that you have 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 enable after including this is what your Gmail will look like now you can see here in our easy you understand 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 combines so you can see this is like our brand-new dashboard for here I’ll have the ability to create a 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 actually do that you will click on brand-new pipeline here and we have different options firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will provide your phase a name let’s say that you really wanted to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select various colors for each of the stages however I believe all of these are really currently developed so this is really pretty outstanding what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and then we have working out 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 different fields that you want so you will click on this plus here and we have complimentary form a date check box drop down General email email tracking task calls and meetings so I do not 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 go with this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date all right company’s size offer size and Business size fine let’s get rid of the business size and I’m gon na really find something else within the general where we have actually created by date developed followers and more so I really want to opt for the produced.
by or maybe the fans since I wish 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 a few of the fields that I wanted for my pipeline now you can see there are a lot of options offered within streak is really among the easiest and one of the most uh you understand flexible out there it’s really 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 did with jobs then I can choose the project phases right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also give it different various colors we likewise have business Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others realty support and customized So within our assistance you can see we have actually inbound designated dealing with resolved and noise this is really pretty good and we also have custom where I can actually start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on create now it will just 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 add my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able 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 section here and let’s just call it brand-new and click on enter so now you can see we have actually one lead developed 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 add another lead let’s call it brand-new two 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 called too there’s one working out so I’ll just merely click new now as soon as you create a lead we can really click on this link and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and then 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 switch to the emails and it will reveal you the e-mails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re made with this you can in fact click on enter 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 two leads one contacted and something like this and this is where you will be getting your list we can select 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 at the top you will have the ability to see we have private choice we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can change to our easy Gmail very quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge email and with combine email what occurs is I can actually create a follow-up e-mails and different storage emails here and we have active advises so using is truly easy you can get going free of charge by simply adding the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I have actually worked with many customers, managed several projects concurrently, and maintained a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for an option, I explored various platforms but discovered them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails easily, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to project conclusion.
You can classify contacts, create custom-made phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial e-mails, and team up in real-time, enhancing productivity and making sure everybody stays on the exact same page.
Customizable Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate recurring tasks.
You can produce design templates for typical e-mail responses, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and extensive developer documents, making it simple to incorporate with other tools and build customized solutions.
This flexibility permits independent reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to deployment.
You can create custom-made stages for various development stages, assign tasks to team members, and track progress effectively.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
offers a more inexpensive solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail communication.
Conclusion:.
As an independent reporter, handling your hiring process and customer relationships is critical to your success. offers a affordable and user-friendly solution that perfectly integrates 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 simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.