As a skilled freelance journalist, I understand the difficulties of managing jobs, tracking leads, and supporting client relationships. In this short article, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to use Having Multiple Companies Under One Crm On Streak for your consumer relations partnership communication and far more so let’s enter it firstly you require to go to streak.com and you will arrive 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 Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total beginner it will help you personalize 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 offered as an extension and it’s entirely free so as soon as you get to the website 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 contribute to Chrome click ADD extension and your extension will be included okay 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 merely 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 gain access to and we’re gon na simply scroll down and click allow after including 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 emails and updated reply and after that we have this brand-new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wished to produce another um you understand phase here for instance 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 select various colors for each of the stages however I believe all of these are really currently developed so this is really pretty excellent what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and then we have working out 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 on this plus here and we have totally free type a date check box fall General e-mail 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 go with this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here all right e-mail thread count close date okay company’s size offer size and Company size fine let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually produced by date produced followers and more so I really want to choose the developed.
by or possibly the followers since 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 a few of the fields that I wanted for my pipeline now you can see there are a lot of options readily available within streak is actually one of the easiest and among the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to choose these sales if I finished with projects then I can go with the project stages right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it different different colors we likewise have business Dev here you can see then we have hiring so if you do employing 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 designated dealing with fixed and sound this is actually pretty good and we also have custom-made where I can in fact start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on produce now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I continue as I include various leads here what I I will do is I’ll just simply 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 simply call it new and click on enter so now you can see we have actually one lead created let’s say that there is in fact closed one so I’m going to include 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 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just simply click on brand-new now as soon as you produce a lead we can really click on this link and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed remember and then we have invite teammates 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 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 create a lead within your as soon as you’re done with this you can in fact click enter and it will be closed now it will show 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 select different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the e-mails that I will be receiving 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 occurs is I can in fact develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly simple you can begin totally free by just adding the combination and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a freelance journalist, I’ve dealt with various customers, handled multiple projects all at once, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a service, I checked out numerous platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who greatly depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, giving you a clear introduction of your communications with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it easy to monitor the progress and manage of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from list building to job completion.
You can classify contacts, produce custom stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share crucial e-mails, and team up in real-time, boosting performance and guaranteeing everyone remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial developer documents, making it simple to incorporate with other tools and develop custom options.
This flexibility permits independent reporters with coding skills to extend the performance of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software application advancement tasks, from ideation to implementation.
You can create custom phases for various advancement stages, appoint tasks to team members, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, reducing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget-friendly solution, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring process and customer relationships is critical to your success. deals a budget friendly and instinctive option that flawlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, writer, or editor creator, 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 impact of Streak CRM in your freelance journalism ventures.