As a seasoned freelance reporter, I comprehend the obstacles of handling tasks, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of utilizing 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 people invite back in this video I will be showing you how to use Crm Login Streak for your consumer relations collaboration interaction and a lot more so let’s get into it first off 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 contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete beginner it will assist you customize an ideal procedure for your team and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely complimentary so once you get to the site you’ll get this option here which is add 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 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 just sign in make sure to sign.
into the exact same Gmail that you have actually included the uh you know 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 simple you understand folders we are getting just recently seen all tracked emails 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 merges so you can see this is like our new dashboard for here I’ll have the ability to produce a 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 brand-new pipeline let’s really do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size company size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will offer your phase a name let’s state that you actually wished to create another um you understand stage 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 actually select various colors for each of the stages however I believe all of these are in fact currently created so this is actually pretty 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 type of like the 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 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 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 this plus here and we have totally free type a date check box drop down General email email tracking task calls and meetings so I don’t 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 actually missing and I’ll actually reorganize and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size okay let’s eliminate the business size and I’m gon na really discover something else within the basic where we have created by date developed fans and more so I really wish to opt for the developed.
by or perhaps the followers since I want to keep an eye on 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 wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is really one of the easiest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my task again if I didn’t want to choose these sales if I did with tasks then I can choose the project phases 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 also give 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 financier fundraising others property support and custom-made So within our support you can see we have actually incoming designated working on dealt with and noise this is really respectable and we also have customized where I can really start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click develop now it will simply take a second 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 really click this drop down and we have manage stage or relabel so as I continue as I add various 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 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 new and click go into so now you can see we have one lead produced 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 brand-new I’m going to include another lead let’s call it new 2 we can really open this up in a brand-new tab from here too however 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 contacted as well there’s one negotiating so I’ll just merely click on brand-new now as soon as you produce a lead we can in fact click here and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed remember and after that we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re made with this you can in fact click on enter and it will be closed now it will reveal you something like this we have all of our information gathered 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 pick different 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 personal alternative we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create 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 change to our easy Gmail very quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can actually produce a follow-up emails and different storage emails here and we have active instructs so using is actually easy you can begin totally free by simply including the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As an independent reporter, I’ve dealt with numerous clients, managed multiple tasks simultaneously, and kept an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for a solution, I explored various platforms however discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to manage and monitor the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from list building to task completion.
You can categorize contacts, produce custom-made phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential emails, and collaborate in real-time, enhancing efficiency and ensuring everybody remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can produce templates for common e-mail actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive designer documentation, making it simple to integrate with other tools and build custom options.
This flexibility permits independent journalists with coding skills to extend the performance of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to deployment.
You can develop custom-made phases for different development stages, designate jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring process and client relationships is paramount to your success. deals a affordable and instinctive solution that perfectly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.