As an experienced freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this post, I will dig into the advantages of using 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 novices hey men invite back in this video I will be revealing you how to utilize Export Crm Streak for your consumer relations partnership interaction and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete newbie it will help you customize an ideal process for your team and you will have the ability to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s entirely free so as soon as you get to the site 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 contribute to Chrome click ADD extension and your extension will be included fine 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 merely sign in make sure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this brand-new alternative 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 create 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 create a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different choices to start with we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source priority industry offer size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wanted to produce another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact choose various colors for each of the stages however I believe all of these are really currently produced so this is in fact pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we simply go with 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 negotiating 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 complimentary form a date check box fall General e-mail e-mail tracking task calls and conferences 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 in fact missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date alright company’s size deal size and Business size okay let’s get rid of the company size and I’m gon na really discover something else within the basic where we have developed by date developed fans and more so I in fact want to go for the created.
by or possibly the followers because I want to keep track of my employee 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 great deal of options available within streak is in fact among the simplest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my task once again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the job phases right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it different different colors we also 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 job search investor fundraising others real estate support and custom-made So within our assistance you can see we have inbound assigned dealing with resolved and noise this is in fact pretty good and we also have custom where I can really start something from the scratch completely according to my company 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 a team member so I’m going to choose the shared one here and click on produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can really click this drop down and we have handle 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 add 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 on enter so now you can see we have one lead created 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 new I’m going to include another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a contacted as well there’s one working out so I’ll just merely click new now as soon as you produce a lead we can in fact click on this link and it will now open up the various fields that we added 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 keep in mind and then we have welcome teammates so from here I can welcome the employee we have include columns we have emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even upload files and after that we have the comments 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 produce a lead within your as soon as you’re made with this you can really click on enter and it will be closed now it will show you something like this we have all of our information collected 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 various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge e-mail and with combine email what happens is I can really produce a follow-up emails and various storage emails here and we have active advises so utilizing is actually easy you can begin free of charge by simply including the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As a freelance reporter, I have actually worked with many customers, handled multiple jobs simultaneously, and preserved an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my quest for an option, I explored various platforms however discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to manage and monitor the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from list building to job conclusion.
You can categorize contacts, produce customized phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important e-mails, and work together in real-time, enhancing efficiency and guaranteeing everyone remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can create templates for typical email responses, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to incorporate with other tools and construct custom services.
This versatility enables freelance journalists with coding skills to extend the functionality of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to release.
You can produce custom stages for various advancement phases, appoint tasks to employee, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more affordable service, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance journalist, handling your hiring process and customer relationships is critical to your success. deals a intuitive and inexpensive service that seamlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.