As a seasoned freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of using for freelance 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 utilize Demo Crm Streak for your client relations collaboration interaction and much more so let’s enter into it first of all 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 easy Gmail to turn our Gmail into our working Hub and we can actually 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 assist you customize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s totally complimentary so when you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to pick 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 merely sign in make certain to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new choice 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 is like our 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 hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click on new pipeline here and we have various options firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size company size close rate e-mail 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 offer your phase a name let’s say that you actually wished to develop another um you know 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 really pick various colors for each of the stages however I think all of these are really currently developed so this is actually pretty outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demonstration 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 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 complimentary kind a date check box fall General email e-mail tracking task calls and conferences 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 choose this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here fine email thread count close date fine business’s size offer size and Company size all right let’s get rid of the business size and I’m gon na really find something else within the general where we have actually developed by date created followers and more so I really wish to choose the created.
by or perhaps the fans because I want to monitor my team members 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 great deal of options offered within streak is really one of the simplest and among the most uh you understand versatile out there it’s very easy to use with templates we have projects too within my job once again if I didn’t wish to opt for these sales if I did with projects then I can opt for the project stages right here and 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 likewise provide it different different colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others realty support and custom So within our assistance you can see we have actually incoming appointed working on solved and sound this is in fact respectable and we also have custom-made where I can actually start something from the scratch completely according to my organization for me we just have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on develop now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can really click on this fall and we have manage stage or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able 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 simply call it new and click enter so now you can see we have actually one lead created let’s state 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 two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click new now as soon as you produce a lead we can actually 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 created remember and after that we have welcome colleagues so from here I can welcome the staff member we have include columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re done with this you can in fact click 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 gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability 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 in fact incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what takes place is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so using is really easy you can get started for free by simply adding the combination and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed journalist, I’ve dealt with numerous customers, managed multiple projects at the same time, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a service, I explored different platforms but discovered them to be either too complicated or too pricey 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 customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance reporters who greatly rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales procedure from list building to task conclusion.
You can categorize contacts, create customized phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in collaboration by enabling you to share pipelines and interact with employee within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, improving efficiency and guaranteeing everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce templates for common email actions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and develop custom solutions.
This flexibility enables freelance journalists with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement tasks, from ideation to release.
You can develop custom stages for various advancement phases, appoint tasks to team members, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly features, reducing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email interaction.
As a self-employed reporter, managing your hiring process and customer relationships is paramount to your success. deals a instinctive and economical solution that perfectly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, 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 profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.