As a skilled freelance journalist, I understand the obstacles of handling projects, tracking leads, and supporting client relationships. In this short article, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to use What Crm Feature Are For Free In Streak for your customer relations partnership interaction and a lot more so let’s enter it first of all you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete beginner it will help you personalize a perfect procedure for your team and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s entirely totally free so once you get to the website you’ll get this choice 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 add 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 just sign in make certain to sign.
into the 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 easy you understand folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new alternative 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 is like our brand-new dashboard for here I’ll have the ability 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 develop a new pipeline let’s in fact do that you will click on new pipeline here and we have various options to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size business size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus on top and you will provide your stage a name let’s say that you actually wished to produce 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 choose various colors for each of the stages but I think all of these are really currently produced so this is actually quite remarkable what I will do is I will really get rid of 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 opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo here and after that we have negotiating 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 want so you will click this plus here and we have complimentary form a date check box fall General e-mail e-mail 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 opt for this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here okay email thread count close date fine company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na really find something else within the general where we have developed by date developed fans and more so I in fact wish to opt for the produced.
by or perhaps the fans because I wish to keep an eye on my employee that are really following this so I will you know 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 alternatives offered within streak is actually among the easiest and among the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t wish to opt for these sales if I did with projects then I can choose the job stages right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it various various colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others realty assistance and customized So within our support you can see we have actually incoming assigned working on dealt with and noise this is really respectable and we also have customized where I can actually start something from the scratch completely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click on this fall and we have manage phase or rename so as I proceed as I add various 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 on ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click get in 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 include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new 2 we can really open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called too there’s one working out so I’ll just simply click on new now once you create a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and then we have invite teammates so from here I can invite the staff member we have add columns we have e-mails files and comments you can switch to the emails and it will show you the emails that you got in files we can even upload files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your once you’re done with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our data collected 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 select various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can discover these phases Integrations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail very easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the merge e-mail and with combine email what occurs is I can really develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually easy you can get going totally free by just adding the combination and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it associates with. As an independent journalist, I’ve worked with various customers, managed multiple jobs simultaneously, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for an option, I explored various platforms however discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to keep an eye on the progress and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from lead generation to job completion.
You can categorize contacts, create custom-made phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share crucial emails, and collaborate in real-time, improving efficiency and ensuring everybody stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce design templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive developer documentation, making it simple to incorporate with other tools and construct custom solutions.
This versatility allows independent journalists with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to release.
You can create custom-made stages for various advancement stages, designate tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email communication.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. deals a economical and user-friendly service that effortlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.