As a seasoned freelance journalist, I understand the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive 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 use for newbies hey men invite back in this video I will be revealing you how to use Is Streak Crm Available In India for your customer relations partnership communication and much more so let’s enter into it first of all you require to go to streak.com and you will arrive on this website right here now is a kind 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 actually remarkable and I’ll show you how to do that as a total beginner it will help you personalize a best process for your group and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this option 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 on ADD extension and your extension will be added 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 just check in make sure to sign.
into the same Gmail that you have actually included 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 enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this brand-new choice which is the pipeline so if I click on 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 control panel for here I’ll be able to develop a 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 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 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 e-mail last e-mail from lead Source concern market deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wished to produce another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick different colors for each of the stages however I believe all of these are actually currently produced so this is in fact pretty remarkable what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and then we have negotiating 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 different fields that you desire so you will click this plus here and we have free kind a date check box drop down General email 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 choose this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here fine email thread count close date all right business’s size deal size and Company size all right let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually developed by date created followers and more so I actually want to go for the created.
by or maybe the fans since I wish to keep track of my staff member that are really following this so I will you understand 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 lot of choices available within streak is in fact among the most convenient 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 again if I didn’t want to choose these sales if I did with projects then I can go with the task phases right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also offer it various different colors we also have service 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 investor fundraising others real estate support and customized So within our assistance you can see we have incoming assigned dealing with solved and noise this is actually respectable and we likewise have custom-made where I can really start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on develop private 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 create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click this drop down and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply 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 add a box in the lead area here and let’s just call it brand-new and click on get in 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 include another lead let’s call it new 2 we can in fact open this up in a 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 state there was a contacted as well there’s one negotiating so I’ll just merely click on brand-new now when you produce a lead we can really click here 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 remember and then we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails 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 submit files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re made with this you can in fact click go into and it will be closed now it will show you something like this we have all of our data collected 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 perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is among the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom constructs and more we can likewise incorporate 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 very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge email and with combine email what occurs is I can in fact produce a follow-up emails and various storage e-mails here and we have active instructs so using is truly simple you can start for free by just including the integration and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed reporter, I have actually dealt with numerous customers, handled several jobs simultaneously, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my mission for an option, I checked out numerous platforms but discovered them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who heavily rely on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to job conclusion.
You can categorize contacts, develop 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 communicate with staff member within the platform.
You can designate jobs, share essential emails, and work together in real-time, improving productivity and making sure everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce design templates for typical email responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive developer paperwork, making it simple to incorporate with other tools and develop custom options.
This flexibility permits self-employed journalists with coding skills to extend the performance of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to release.
You can develop custom stages for various development stages, assign tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, lessening the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget-friendly service, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
As an independent journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a user-friendly and inexpensive service that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.