As a skilled freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will dig into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to use Streak Crm Vs Microsoft Dynamics for your client relations cooperation communication and a lot more so let’s enter into it firstly you require to go to streak.com and you will arrive at 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 Hub and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total novice it will help you tailor a best process for your team and you will have the ability to get your work done now let’s really enter into the process now is available as an extension and it’s totally complimentary so when you get to the website you’ll get this option here which is add 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 contribute to Chrome click ADD extension and your extension will be included okay 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 simply sign in ensure to sign.
into the exact 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 merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and then we have this brand-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 is like our new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size business 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 on top and you will provide your stage a name let’s state that you actually wanted to produce another um you know phase 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 different colors for each of the stages but I think all of these are really currently produced so this is really quite excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have 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 choose 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 different fields that you desire so you will click this plus here and we have complimentary type a date check box drop down General email email tracking task calls and meetings so I do not see anything for the course and meetings 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 really missing and I’ll actually reorganize and put the notes here alright email thread count close date okay company’s size offer size and Company size fine let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually produced by date produced fans and more so I in fact want to go for the developed.
by or possibly the fans due to the fact that I wish to track 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 wanted for my pipeline now you can see there are a great deal of choices readily available within streak is in fact among the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my project again if I didn’t wish to opt for these sales if I made with tasks then I can choose the project stages right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it various various colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our support you can see we have actually inbound appointed dealing with solved and sound this is in fact respectable and we also have custom where I can really start something from the scratch completely according to my service for me we just have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to develop 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 in fact click this drop down and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on go into so now you can see we have actually one lead developed let’s state that there is actually 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 really open this up in a new tab from here too but I’m just for now I’m just gon na work this way 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 merely click new now when you create a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can welcome the employee we have include columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks at the top here 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 done with this you can actually 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 contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can find these phases Integrations and automation this is one of the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine e-mail and with combine email what happens is I can in fact create a follow-up e-mails and different storage emails here and we have active advises so utilizing is really simple you can begin for free by just adding the combination and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it connects to. As a freelance journalist, I’ve dealt with numerous clients, managed multiple 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 simplify my operations.
In my quest for a solution, I explored numerous platforms however found 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who heavily count on e-mail communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from list building to job completion.
You can classify contacts, develop customized stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can assign jobs, share crucial emails, and work together in real-time, enhancing efficiency and making sure everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce design templates for common e-mail actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software development. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to integrate with other tools and develop custom-made options.
This flexibility enables independent journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software advancement jobs, from ideation to deployment.
You can produce customized phases for different development stages, assign jobs to team members, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, decreasing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical option, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As a self-employed journalist, handling your hiring procedure and client relationships is critical to your success. deals a economical and intuitive solution that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect 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 impact of Streak CRM in your freelance journalism undertakings.