As an experienced freelance journalist, I understand the obstacles of handling tasks, tracking leads, and supporting client relationships. In this short article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Crm For Ecommerce Streak for your consumer relations collaboration communication and a lot more so let’s enter it firstly you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total beginner it will help you customize an ideal procedure for your group and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s totally complimentary so as soon as you get to the site 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 on contribute to Chrome click ADD extension and your extension will be added all right 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 check in make certain to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click permit after including this is what your Gmail will look 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 after that we have this brand-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 merges so you can see this resembles our brand-new dashboard for here I’ll be able to produce 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 new pipeline let’s really do that you will click on new pipeline here and we have various options first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting all right 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 email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will offer your phase a name let’s state that you actually wanted 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 offer it your color so we can really pick various colors for each of the stages but I think all of these are in fact currently created so this is really pretty impressive what I will do is I will in fact 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 just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demonstration here and after that we have negotiating with negotiating I can go with 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 various fields that you desire so you will click on this plus here and we have free form a date check box fall 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 really missing and I’ll in fact reorganize and put the notes here okay email thread count close date fine company’s size offer size and Business size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have developed by date created fans and more so I actually want to go for the produced.
by or perhaps the fans due to the fact that 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 some of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is really among the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t want to choose these sales if I did with jobs then I can go with the project stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also provide it various various 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 phases task search investor fundraising others realty assistance and custom-made So within our assistance you can see we have inbound assigned dealing with resolved and sound this is in fact pretty good and we likewise have custom where I can actually start something from the scratch totally according to my business for me we merely have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click this drop down and we have manage phase or relabel so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include 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 brand-new and click on enter so now you can see we have actually one lead developed let’s say that there is actually 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 include another lead let’s call it new two we can actually open this up in a brand-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 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click brand-new now when you create a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced remember and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit 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.
attachments so this is how you develop a lead within your as soon as you’re made with this you can really click on go into 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 two leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and produce our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with combine email what takes place is I can really produce a follow-up e-mails and various storage e-mails here and we have active advises so using is really simple you can get going for free by just adding the integration and now you understand how to use as a total novice do not.
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 an independent journalist, I have actually worked with various clients, managed numerous tasks at the same time, and maintained an extensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my mission for a solution, I explored different platforms but found 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails easily, giving you a clear summary of your communications with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it easy to handle and keep track of the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to project completion.
You can categorize contacts, produce custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important emails, and work together in real-time, enhancing productivity and making sure everyone stays on the very same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can create templates for typical e-mail actions, schedule follow-ups, and set up suggestions, saving you important 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 development. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and comprehensive designer documents, making it easy to integrate with other tools and construct custom-made services.
This versatility enables independent reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to release.
You can develop customized stages for various development stages, designate jobs to employee, and track development effectively.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly functions, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Cost:.
offers a more cost effective service, especially for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Integration:.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail interaction.
Conclusion:.
As an independent journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a budget friendly and intuitive service that seamlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.