As a seasoned freelance journalist, I understand the obstacles of managing projects, tracking leads, and nurturing client relationships. In this short article, I will delve into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Sync Social Media Contacts With Crm Streak for your customer relations collaboration communication and much more so let’s get 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 easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total newbie it will help you personalize an ideal process for your group and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely totally free so once you get to the site 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 add to Chrome click ADD extension and your extension will be included fine 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 merely check in make sure to sign.
into the exact same Gmail that you have added the uh you know 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 simple you know folders we are getting recently seen all tracked emails and updated reply and then we have this new choice 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 control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will provide your stage a name let’s say that you in fact wanted to produce another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose different colors for each of the stages but I believe all of these are in fact currently developed so this is in fact pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration 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 on this plus here and we have free kind a date check box drop down General email email tracking task calls and conferences so I don’t 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 opt for this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date all right business’s size deal size and Company size okay let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have created by date produced fans and more so I in fact wish to go for the created.
by or maybe the fans since I want to keep track of my employee that are actually following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of alternatives offered within streak is really one of the simplest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have projects too within my job once again if I didn’t wish to choose these sales if I made with tasks then I can go with the task stages right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also give it different various colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others real estate assistance and custom So within our support you can see we have incoming designated dealing with fixed and sound this is really pretty good and we also have custom-made where I can really start something from the scratch totally according to my service for me we merely have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click this drop down and we have handle phase 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 section here and let’s just call it brand-new and click on go into so now you can see we have actually one lead produced 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 actually 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 state there was a called also there’s one working out so I’ll just simply click new now when you produce a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even upload 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.
accessories so this is how you create a lead within your when you’re made with this you can actually click on enter and it will be closed now it will show 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 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 carry out bulk actions such as erasing and sharing too uh another thing with srix on 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 among the essential ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom develops 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 create our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail extremely quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can really develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly easy you can start totally free by just including the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I’ve worked with various clients, handled several projects concurrently, and preserved a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my quest for a service, I explored different platforms however found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, providing you a clear overview of your communications with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to monitor the progress and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to task conclusion.
You can classify contacts, produce custom-made phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential emails, and work together in real-time, improving productivity and making sure everybody stays on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can create templates for typical e-mail actions, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial designer paperwork, making it simple to incorporate with other tools and develop custom options.
This versatility enables self-employed reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to implementation.
You can create custom-made phases for different advancement phases, assign tasks to employee, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, reducing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Economical service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more economical option, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. deals a affordable and user-friendly option that flawlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, 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 endeavors.