As a skilled freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and supporting client relationships. In this article, I will dive into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to utilize Crm Software Streak Crm for your customer relations cooperation communication and far more so let’s enter it first of all you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete novice it will help you personalize a perfect procedure for your group and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s totally totally free so once you get to the site you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be added fine it’s done and now it is contributing to Gmail and it will take me straight 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 sign in make certain to sign.
into the 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 enable 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 viewed 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 new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on new pipeline here and we have different alternatives to start with 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 contacted 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 email from lead Source top priority industry deal size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will give your stage a name let’s say that you actually wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually pick different colors for each of the stages however I believe all of these are really currently created so this is in fact pretty impressive what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and then we have negotiating with negotiating I can opt for 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 this plus here and we have totally free form a date check box fall General e-mail email tracking task 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 and I’ll in fact reorganize and put the notes here all right email thread count close date alright business’s size deal size and Company size fine let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have developed by date created followers and more so I actually want to go for the produced.
by or perhaps the fans due to the fact that I wish to monitor my team members that are actually 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 lot of alternatives readily available within streak is really among the most convenient and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my job again if I didn’t want to opt for these sales if I did with projects then I can go with the job phases right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also provide it various different 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 phases task search financier fundraising others realty assistance and customized So within our assistance you can see we have actually incoming designated dealing with dealt with and noise this is in fact pretty good and we likewise have customized where I can really start something from the scratch completely according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on develop 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 produce now it will just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have handle 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 include a box so click 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 go into so now you can see we have actually one lead produced 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 add another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click new now once you develop a lead we can really click on this link and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can invite the team members we have include columns we have emails files and comments you can switch to the emails and it will reveal 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 meeting notes and we even have our.
attachments so this is how you produce a lead within your when you’re done with this you can actually 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 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 carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notifications for automations customized develops 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 develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail very easily from here and it will also show me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what occurs is I can in fact create a follow-up emails and various storage emails here and we have active instructs so using is actually easy you can start free of charge by just adding the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I’ve dealt with many clients, handled multiple projects at the same time, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my mission for an option, I explored different platforms however found them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who heavily rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails easily, giving you a clear overview of your interactions with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from list building to project completion.
You can classify contacts, create custom-made phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by allowing you to share pipelines and interact with team members within the platform.
You can appoint tasks, share crucial e-mails, and collaborate in real-time, enhancing productivity and making sure everyone stays on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can produce templates for typical email reactions, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and construct custom-made solutions.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to implementation.
You can produce custom-made stages for various advancement stages, designate jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring process and client relationships is critical to your success. deals a budget friendly and user-friendly option that flawlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.