As a skilled freelance journalist, I understand the obstacles of handling jobs, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to use Streak Crm Nz for your consumer relations partnership interaction and far more so let’s get into it firstly you need to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total novice it will assist you personalize an ideal process for your group and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be added 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 check in ensure to sign.
into the very 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 just scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and then we have this new option 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 brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead called pitched demonstration working out 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 business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus on top and you will give your phase a name let’s state that you in fact wished to develop another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually pick different colors for each of the stages however I think all of these are in fact currently developed so this is really pretty outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are type of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and then we have working out 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 want so you will click this plus here and we have free type a date check box drop down General e-mail email tracking task calls and conferences 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 out on and I’ll actually reorganize and put the notes here all right e-mail thread count close date okay company’s size offer size and Company size all right let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually produced by date created fans and more so I actually want to opt for the created.
by or possibly the followers due to the fact that I want to keep an eye on my employee that are in fact following this so I will you understand 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 offered within streak is in fact among the easiest and among the most uh you understand versatile out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t wish to opt for these sales if I finished with projects then I can go with 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 likewise offer it various different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others property support and custom-made So within our support you can see we have actually inbound designated working on dealt with and noise this is really respectable and we also have custom where I can in fact start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click create 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 develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can really click on this fall and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead created let’s say 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 two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just merely click new now once you develop a lead we can actually 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 produced and we have all of these various columns we have the fields that we developed remember and then we have invite teammates so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish files and then 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.
attachments so this is how you create a lead within your when you’re finished with this you can really 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 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 perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have private option we have these 3 dots where we can find these phases Combinations and automation this is one of the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail very quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge e-mail and with merge email what happens is I can really create a follow-up emails and various storage e-mails here and we have active instructs so using is truly easy you can start free of charge by simply including the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with various clients, managed several projects all at once, and kept a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my quest for an option, I checked out numerous platforms however found them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed reporters who heavily count on email communication. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, giving you a clear overview of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to manage and keep track of the development of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from lead generation to project conclusion.
You can classify contacts, produce custom-made phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with collaboration by allowing you to share pipelines and interact with employee within the platform.
You can designate tasks, share crucial emails, and work together in real-time, enhancing productivity and ensuring everyone remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for common e-mail actions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and build customized solutions.
This versatility allows freelance reporters with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement tasks, from ideation to release.
You can create custom-made phases for various advancement phases, appoint tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, lessening the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for integration and customization.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a self-employed reporter, handling your hiring procedure and customer relationships is vital to your success. deals a budget friendly and user-friendly option that flawlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, author, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.