As a skilled freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to utilize Streak Crm Pipeline Ownership for your client relations cooperation communication and far more so let’s get into it to start with you need 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 easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete novice it will help you tailor an ideal process for your group and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s completely complimentary so when you get to the website you’ll get this option here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be included fine it’s done and now it is adding 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 merely sign in make certain to sign.
into the same Gmail that you have 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 enable after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and upgraded 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 combines so you can see this resembles our brand-new control panel for here I’ll have the ability to develop 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 in fact do that you will click new pipeline here and we have different choices to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will give your phase a name let’s state that you in fact wished to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose various colors for each of the stages however I think all of these are really currently produced so this is really quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe 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 demo 2 what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can opt for 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 totally free form a date check box drop down General e-mail email 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 in fact reorganize and put the notes here alright e-mail thread count close date okay business’s size offer size and Business size okay let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually created by date developed fans and more so I actually wish to opt for the developed.
by or maybe the fans because I want to keep an eye on my team members 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 choices available within streak is in fact 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 project once again if I didn’t wish to go for these sales if I finished with projects then I can opt for the task phases right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also offer it various various colors we likewise have organization 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 realty support and custom-made So within our support you can see we have actually inbound designated working on fixed and sound this is actually pretty good and we also have custom-made 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 on produce personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will simply take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can actually click on this fall and we have handle stage or rename so as I continue 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 simply call it new and click on get in so now you can see we have 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a brand-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 as well there’s one negotiating so I’ll just simply click on new now once you produce a lead we can actually click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed remember and then we have invite teammates so from here I can welcome the employee 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 upload files and after that we have the comments 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 when you’re made 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 collected 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 perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will be able to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail extremely easily 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 combine e-mails now with our so this is the combine e-mail and with combine email what occurs is I can really create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually easy you can begin for free by just including the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As an independent reporter, I’ve worked with numerous customers, managed multiple jobs simultaneously, and kept an extensive network of contacts. Balancing these duties can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for a solution, I explored various platforms however discovered them to be either too pricey or too complex 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 seamlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails easily, providing you a clear introduction of your interactions with customers, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to monitor the progress and handle of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from list building to job conclusion.
You can classify contacts, create custom-made phases, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share crucial emails, and collaborate in real-time, enhancing performance and making sure everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive jobs.
You can create design templates for common email responses, schedule follow-ups, and established pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application development. Here’s how:.
offers a robust API and substantial developer documents, making it simple to incorporate with other tools and develop custom solutions.
This flexibility permits independent reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software development jobs, from ideation to release.
You can develop custom phases for various development phases, designate tasks to staff member, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, lessening the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more comprehensive suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
As an independent reporter, handling your hiring process and client relationships is critical to your success. deals a instinctive and budget friendly solution that effortlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.