As a skilled freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be revealing you how to use Streak Crm Godaddy for your consumer relations cooperation communication and much more so let’s get into it first off you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total newbie it will help you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s completely free so as soon as you get to the site you’ll get this alternative here which is add to Chrome and you’re.
going to select 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 on ADD extension and your extension will be included all right 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 just sign in make sure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click allow 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 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 merges so you can see this resembles our new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size company size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will give your stage a name let’s state that you in fact wished to produce another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I think all of these are actually currently created so this is actually pretty excellent 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 go with the pitch so what I’ll do is uh we have demo two what I’ll do is really 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 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 complimentary type a date check box drop down General email e-mail 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 and I’ll in fact rearrange and put the notes here all right e-mail thread count close date alright company’s size offer size and Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually produced by date produced followers and more so I really want to opt for the developed.
by or perhaps the fans because I want to monitor 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 choices available within streak is actually one of the most convenient and among the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my task once again if I didn’t want to choose these sales if I made with tasks then I can opt for the job phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also provide it different various colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others property support and customized So within our assistance you can see we have incoming designated dealing with solved and sound this is actually pretty good and we likewise have custom-made where I can in fact start something from the scratch completely according to my company for me we merely 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 team member so I’m going to opt for the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click on this drop down and we have manage phase or rename so as I proceed as I include 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 ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click go into so now you can see we have one lead created let’s say that there is really 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 really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called as well there’s one working out so I’ll just merely click brand-new now as soon as you develop a lead we can really click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the staff member we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your once you’re made with this you can actually 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 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 on top you will be able to see we have personal choice we have these 3 dots where we can discover these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our simple Gmail extremely quickly from here and it will also show me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the merge e-mail and with combine e-mail what occurs is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so using is truly easy you can get started for free by just 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 supply some context about my career and how it relates to. As a freelance journalist, I have actually worked with numerous customers, handled multiple jobs all at once, and maintained a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for an option, I checked out various platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance reporters who greatly count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your assignments and tasks.
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, develop custom stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in partnership by permitting you to share pipelines and interact with team members within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, boosting productivity and making sure everybody stays on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can develop design templates for common e-mail responses, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive designer documentation, making it easy to integrate with other tools and build custom solutions.
This versatility allows freelance journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development jobs, from ideation to deployment.
You can create custom stages for various development stages, designate tasks to team members, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, minimizing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring process and client relationships is paramount to your success. offers a intuitive and economical option that effortlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.