As a seasoned freelance journalist, I comprehend the difficulties of managing tasks, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to use Compatible Template With Streak’s Crm for your client relations cooperation communication and much more so let’s enter into it to start with you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete novice it will help you customize a best 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 totally free so as soon as you get to the website 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 on ADD extension and your extension will be included alright 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 check in make sure to sign.
into the exact 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 merely scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this new option 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 produce a brand-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 brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options first off 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 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 e-mail last email from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will provide your stage a name let’s state that you in fact wanted to create another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually choose different colors for each of the stages but I think all of these are really already produced so this is in fact quite outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and then we have working out with negotiating I can choose 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 this plus here and we have free type a date check box drop down General email e-mail tracking job calls and meetings so I do not 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 opt for this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here all right email thread count close date alright company’s size deal size and Business size alright let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have developed by date developed followers and more so I in fact wish to choose the produced.
by or possibly the followers due to the fact that I wish to keep an eye on my staff member that are actually following this so I will you know 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 lot of options readily available within streak is in fact among the easiest and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my task again if I didn’t wish to opt for these sales if I made with jobs then I can choose the job 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 likewise provide it different different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others property assistance and custom So within our assistance you can see we have actually incoming appointed dealing with fixed and noise this is really respectable and we likewise have custom-made where I can actually start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click create 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 on develop now it will simply 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 include my Lead Series so you can in fact click 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 merely click and I’ll be able to include 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 enter so now you can see we have actually one lead developed 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 new I’m going to include another lead let’s call it brand-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 by doing this now you can see we have two leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just simply click on new now once you develop a lead we can actually click here and it will now open up the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and after that we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even publish 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 develop a lead within your as soon as you’re finished 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 data 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 different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have private option we have these 3 dots where we can discover these stages Combinations 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 alerts for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our basic Gmail really easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is truly easy you can get started totally free by just including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a self-employed journalist, I’ve worked with various clients, handled multiple tasks simultaneously, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a service, I checked out different platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for freelance journalists who greatly count on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to handle and monitor the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to task conclusion.
You can classify contacts, develop customized phases, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial emails, and team up in real-time, enhancing efficiency and ensuring everyone stays on the exact same page.
Personalized Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and substantial developer documents, making it simple to incorporate with other tools and build custom options.
This versatility enables independent reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to release.
You can produce customized phases for different development phases, assign tasks to staff member, and track development efficiently.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Economical option for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
offers a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Combination:.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
Conclusion:.
As a freelance journalist, managing your hiring process and client relationships is vital to your success. deals a economical and user-friendly service that perfectly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.