As a skilled freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and supporting client relationships. In this article, I will dig into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be revealing you how to use Streak Crm Assign Conversation To Deal for your consumer relations partnership interaction and a lot more so let’s get into it firstly you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact 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 group and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s entirely totally free so once you get to the site you’ll get this option here which is contribute 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 ADD extension and your extension will be added okay 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 check in make sure to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this new alternative 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 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 hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various choices first off we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s say that you actually wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually pick different colors for each of the stages however I believe all of these are actually already developed so this is actually 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 think 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 actually demo two what I’ll do is actually let’s get rid of the demo 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 this plus here and we have free type a date check box drop down 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 opt for this one here this is the field that was in fact missing 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 all right let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have developed by date produced followers and more so I really wish to go for the produced.
by or maybe the followers because I wish to monitor my team members 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 available within streak is really one of the simplest 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 task again if I didn’t wish to opt for these sales if I made with projects then I can opt for the project stages right here and 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 likewise provide it different different colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others property support and custom-made So within our assistance you can see we have actually incoming appointed dealing with solved and noise this is in fact pretty good and we likewise have customized where I can actually start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na go with the sales here and click on produce 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 on develop now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can in fact click on this drop down 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 the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click go into so now you can see we have actually one lead produced let’s say that there is actually 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 add another lead let’s call it brand-new 2 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 in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click brand-new now when you develop a lead we can really click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed remember and after that we have invite teammates so from here I can welcome the employee we have add columns we have emails files and comments you can switch to the e-mails 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 again we have the call log we have our conference 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 really click get in and it will be closed now it will show you something like this we have all of our data collected 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 select different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another 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 find these stages Integrations and automation this is among the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very 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 switch to our basic Gmail extremely easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine e-mail and with combine email what takes place is I can really develop a follow-up emails and different storage emails here and we have active advises so using is actually easy you can start for free by just including the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a self-employed journalist, I’ve worked with numerous clients, handled several jobs at the same time, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my mission for an option, I explored different platforms however found 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 effortlessly integrates with Gmail, making it perfect for self-employed reporters who greatly rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear overview of your communications with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to keep track of the development and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from lead generation to job conclusion.
You can categorize contacts, create customized stages, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with partnership by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share important emails, and work together in real-time, boosting performance and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create templates for typical e-mail actions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it simple to integrate with other tools and construct custom options.
This flexibility allows independent journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development tasks, from ideation to release.
You can produce custom-made phases for various advancement phases, designate tasks to employee, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, reducing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more affordable solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
As a freelance journalist, handling your hiring process and customer relationships is paramount to your success. offers a cost effective and intuitive option that seamlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might 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 a writer, material, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.