As a skilled freelance journalist, I understand the difficulties of handling projects, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits 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 novices hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Marketing Automation for your customer relations partnership communication and far more so let’s get into it first off you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total newbie it will assist you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s totally totally free so when you get to the website you’ll get this choice here which is contribute 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 added 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 check in ensure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click allow 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 viewed all tracked emails and updated reply and then we have this 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 dashboard 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 working with so this is where we’ll go create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various options first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo 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 e-mail from lead Source top priority industry offer size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will offer your stage a name let’s state that you really wanted to develop another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really pick various colors for each of the stages but I think all of these are really currently developed so this is really quite remarkable 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 demo are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and then 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 want so you will click this plus here and we have free form a date check box drop down General e-mail e-mail tracking job calls and conferences 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 choose this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here fine e-mail thread count close date all right company’s size deal size and Company size okay let’s get rid of the company size and I’m gon na really find something else within the general where we have created by date developed followers and more so I actually want to opt for the developed.
by or possibly the followers because I want to keep track of 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 great deal of alternatives readily available within streak is really among the easiest and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project once again if I didn’t wish to opt for these sales if I made with projects then I can choose the project 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 offer it different different colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming designated working on solved and sound this is in fact pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on create personal 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 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 really click this fall and we have manage stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include 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 on enter so now you can see we have actually one lead produced let’s state that there is really 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 new two we can in fact open this up in a new tab from here too but 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 say there was a contacted also there’s one negotiating so I’ll just merely click new now as soon as you develop a lead we can in fact click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the employee we have add columns we have emails files and remarks 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 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 really click go into and it will be closed now it will reveal you something like this we have all of our data 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 carry out bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal alternative we have these 3 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 really integrate um other apps within yourr transfer information for notices for automations customized constructs 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 produce our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what takes place is I can actually create a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can get going free of charge by just adding the integration and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As an independent reporter, I’ve dealt with numerous customers, managed numerous jobs at the same time, and maintained an extensive 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 a solution, I explored numerous platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, providing you a clear overview of your communications with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to project completion.
You can categorize contacts, produce customized phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, improving efficiency and making sure everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Terms of Coding and Software application:.
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 simple to integrate with other tools and build customized solutions.
This versatility permits freelance journalists with coding abilities to extend the performance of and customize it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software development tasks, from ideation to deployment.
You can create custom phases for different development stages, assign tasks to employee, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, decreasing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and client relationships is vital to your success. deals a economical and instinctive option that flawlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, author, or material creator, 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 effect of Streak CRM in your freelance journalism ventures.