As an experienced freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to use Streak Crm Webinar for your consumer relations collaboration communication and a lot more so let’s enter it first off you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete novice it will assist you customize a best procedure for your group and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s completely complimentary so once you get to the site you’ll get this alternative 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 on add to Chrome click ADD extension and your extension will be added 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 merely sign in make certain to sign.
into the very same Gmail that you have actually 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 look like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and upgraded reply and after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click brand-new pipeline here and we have various choices firstly 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 called pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will offer your stage a name let’s state that you in fact wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact pick various colors for each of the stages but I think all of these are actually already created so this is really pretty remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are kind of like the very same thing we simply choose 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 after that we have working out with negotiating I can go with 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 different fields that you want so you will click on this plus here and we have totally free form a date check box fall General e-mail email tracking job 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 out on and I’ll really reorganize and put the notes here all right e-mail thread count close date okay business’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have produced by date created followers and more so I actually want to choose the created.
by or possibly the followers since I wish 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 wanted for my pipeline now you can see there are a great deal of options offered within streak is in fact among the simplest and one of the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t want to go for these sales if I made with projects then I can choose the project stages right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it various various colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others realty assistance and custom So within our support you can see we have inbound assigned dealing with dealt with and sound this is in fact respectable and we also have customized where I can really start something from the scratch absolutely according to my service for me we simply 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 staff member so I’m going to go with the shared one here and click produce now it will just take a second for a street to create a pipeline for me so you can see this really looks respectable 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 simply click and I’ll be able to include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click enter so now you can see we have actually one lead developed 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 brand-new 2 we can in fact 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 state there was a contacted as well there’s one negotiating so I’ll just simply click brand-new now as soon as you create a lead we can actually click here and it will now open the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and after that 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 emails and it will reveal you the emails that you got in files we can even upload 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 produce a lead within your once you’re done with this you can actually click enter 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 gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for notices 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 data they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very quickly 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 e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can actually create a follow-up e-mails and various storage emails here and we have active advises so using is actually simple you can get started totally free by just including the combination and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As an independent reporter, I’ve worked with many customers, handled multiple projects all at once, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out various platforms but found them to be either too costly or too intricate 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 flawlessly integrates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to project conclusion.
You can classify contacts, produce custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential emails, and collaborate in real-time, enhancing efficiency and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documents, making it simple to incorporate with other tools and develop custom options.
This versatility enables independent reporters with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to implementation.
You can create customized phases for various advancement stages, assign tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
offers a more thorough suite of features, including 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 useful for users greatly reliant on e-mail interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a instinctive and budget friendly service that effortlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced 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 a writer, editor, or material creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.