As a skilled freelance journalist, I understand the obstacles of handling projects, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Dashboard Grants for your customer relations collaboration interaction and a lot more so let’s enter it first off you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete beginner it will assist you tailor an ideal process for your team and you will have the ability to get your work done now let’s actually enter the process now is readily available as an extension and it’s completely complimentary so when you get to the website 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 add to Chrome click ADD extension and your extension will be included alright 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 simply check in make sure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-new alternative which is the pipeline so if I click on 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 have the ability to develop 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 develop a new pipeline let’s actually do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead contacted pitched demonstration 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 e-mail last email from lead Source concern industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will give your stage a name let’s say that you in fact wished to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I believe all of these are really already produced 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 sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo 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 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 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 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 go with this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date fine business’s size offer size and Business size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have developed by date developed fans and more so I actually wish to opt for the developed.
by or maybe the followers since I wish to track my team members that are actually following this so I will you understand 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 options readily available within streak is in fact among the simplest and among the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my job again if I didn’t wish to choose these sales if I did with tasks then I can opt for the job stages right here and again the fields the procedure is going to be comparable you will select these phases 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 hiring then this is going to be your stages task search financier fundraising others real estate assistance and custom So within our assistance you can see we have actually incoming assigned dealing with resolved and noise this is actually pretty good and we also have custom where I can really start something from the scratch totally according to my company for me we merely have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click create now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can actually click this drop down and we have manage stage or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add 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 simply call it new and click go into so now you can see we have one lead developed 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 include another lead let’s call it new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now when you produce a lead we can in fact click here and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome the team members we have include columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even submit files and after that we have the comments 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 when you’re finished with this you can in fact click enter 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 called 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 have the ability to see we have private choice we have these three dots where we can find these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge e-mail and with merge email what occurs is I can in fact produce a follow-up emails and various storage emails here and we have active instructs so utilizing is truly easy you can begin totally free by simply including the integration and now you know 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 provide some context about my profession and how it connects to. As an independent reporter, I’ve dealt with various customers, managed several tasks concurrently, and preserved a comprehensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my mission for a service, I checked out various platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who heavily rely on email interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, providing you a clear introduction of your interactions with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to manage and monitor the progress of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from lead generation to job conclusion.
You can classify contacts, create custom-made phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in collaboration by permitting you to share pipelines and interact with team members within the platform.
You can appoint jobs, share essential emails, and collaborate in real-time, boosting efficiency and making sure everyone remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can create templates for typical email 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, uses benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer documentation, making it easy to integrate with other tools and construct custom-made options.
This versatility enables independent reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to release.
You can produce custom-made phases for different development stages, appoint tasks to staff member, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a cost effective and intuitive solution that effortlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.