As a seasoned freelance journalist, I comprehend the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this post, 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 utilize for beginners hey men invite back in this video I will be showing you how to use Streak Crm Description for your consumer relations partnership interaction and far more so let’s enter it to start with you need to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total beginner it will assist you tailor a perfect procedure for your team and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s totally totally free so once you get to the website you’ll get this choice here which is add 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 ADD extension and your extension will be included okay 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 certain to sign.
into the exact same Gmail that you have actually added 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 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 recently viewed all tracked e-mails and upgraded reply and then 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 merges so you can see this is like our brand-new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will give your stage a name let’s state that you in fact wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really pick different colors for each of the stages but I think all of these are really already produced so this is really pretty excellent what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of 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 desire so you will click on this plus here and we have totally free form a date check box fall General e-mail e-mail 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 choose this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date all right business’s size offer size and Business size all right let’s eliminate the company size and I’m gon na really find something else within the basic where we have produced by date developed followers and more so I in fact want to go for the developed.
by or possibly the followers because I wish to track my staff member that are really 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 alternatives available within streak is actually one of 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 jobs too within my task again if I didn’t want to opt for these sales if I did with projects then I can opt for the task phases right here and once again the fields the process 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 likewise have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others property assistance and custom So within our assistance you can see we have actually incoming appointed working on solved and noise this is really pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on produce 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 be able to include my Lead Series so you can really click this fall and we have manage phase 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 the top here include 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 enter so now you can see we have one lead developed let’s state 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 add another lead let’s call it new 2 we can really open this up in a brand-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 2 leads then let’s state there was a called too there’s one working out so I’ll just simply click new now as soon as you develop a lead we can actually click here and it will now open up the various fields that we added so this is a brand-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 welcome colleagues so from here I can invite the team members we have add columns we have e-mails 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 submit files and after that 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 develop a lead within your as soon as you’re done with this you can in fact click on get in 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 2 leads one called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will be able to see we have private option we have these three dots where we can find these stages Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and create our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine email and with combine email what occurs is I can actually produce a follow-up emails and various storage emails here and we have active instructs so utilizing is actually easy you can get going for free by just including the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As a self-employed reporter, I’ve worked with numerous clients, managed multiple jobs concurrently, and kept a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my quest for a solution, I explored numerous platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent reporters who heavily depend on e-mail communication. Here are some key benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, offering you a clear overview of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to keep track of the progress and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from list building to project completion.
You can categorize contacts, develop custom-made phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important e-mails, and team up in real-time, improving efficiency and ensuring everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application development. Here’s how:.
provides a robust API and substantial designer documentation, making it easy to incorporate with other tools and develop customized options.
This flexibility allows independent journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application advancement tasks, from ideation to deployment.
You can develop customized phases for different advancement stages, appoint tasks to team members, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
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:.
uses a more cost effective solution, especially for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. deals a instinctive and cost effective option that perfectly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.