As a seasoned freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and supporting client relationships. In this short article, I will delve into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to use Streak Crm How Much File Can I Upload for your customer relations partnership communication and a lot more so let’s enter into it to start with you need to go to streak.com and you will arrive at this website right here now is a type 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 fantastic and I’ll reveal you how to do that as a complete beginner it will assist you tailor an ideal process for your group and you will have the ability to get your work done now let’s actually enter the procedure now is available as an extension and it’s totally totally free so once you get to the site you’ll get this alternative 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 on contribute to Chrome click ADD extension and your extension will be included alright it’s done and now it is adding 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 sign in make certain to sign.
into the exact 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 on permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this new choice 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 is like our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click 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 gotten in touch with pitched demo negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will give your stage a name let’s say that you in fact wished to develop another um you know phase here for example 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 in fact choose different colors for each of the stages however I think all of these are in fact currently produced so this is in fact quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the exact 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 working out with negotiating I can opt for 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 totally free form a date check box drop down 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 in fact missing out on and I’ll in fact rearrange and put the notes here all right e-mail thread count close date all right company’s size offer size and Company size all right let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have developed by date produced fans and more so I really wish to opt for the developed.
by or possibly the fans because I want to monitor my staff member 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 great deal of alternatives available within streak is actually among the easiest and one of the most uh you understand flexible out there it’s really easy to use with templates we have tasks 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 project 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 likewise give it various different colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others property assistance and custom-made So within our support you can see we have actually incoming appointed working on resolved and sound this is actually pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na choose 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 create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click on this fall and we have manage stage or relabel so as I proceed as I add various 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 area here and let’s simply call it brand-new and click on get in so now you can see we have one lead created 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 new I’m going to include another lead let’s call it brand-new 2 we can really open this up in a new tab from here too however 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 called as well there’s one negotiating so I’ll just merely click on brand-new now when you create 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 new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can invite the team members we have include columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even submit files and then we have the comments 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 create a lead within your once you’re finished with this you can actually click enter and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as two 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 deleting and sharing as well uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our basic Gmail extremely easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what happens is I can in fact create a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is really easy you can begin for free by just adding the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I’ve worked with many clients, handled multiple projects all at once, and preserved an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out different platforms however discovered them to be either too costly or too complex 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 freelance journalists who heavily rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, providing you a clear summary of your interactions with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to manage and keep track of the progress of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to task completion.
You can classify contacts, produce custom stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates partnership by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share important emails, and work together in real-time, enhancing efficiency and making sure everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can create templates for common e-mail responses, schedule follow-ups, and established pointers, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to incorporate with other tools and construct custom-made options.
This versatility allows self-employed reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software development tasks, from ideation to implementation.
You can create custom-made phases for various development phases, designate jobs to team members, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail communication.
As a freelance journalist, handling your hiring process and customer relationships is paramount to your success. deals a intuitive and cost effective solution that seamlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.