As a seasoned freelance journalist, I understand the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will delve into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to utilize Manager Crm Hector And Streak for your client relations collaboration interaction and far more so let’s enter into it first off you require to go to streak.com and you will land on this site right here now is a kind 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 really amazing and I’ll show you how to do that as a complete beginner it will assist you personalize a best procedure for your team and you will have the ability to get your work done now let’s in fact enter the process now is readily available as an extension and it’s totally complimentary 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 choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on add to Chrome click on ADD extension and your extension will be included okay it’s done and now it is adding 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 check in make certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this new alternative 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 brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know 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 top priority industry offer size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will provide your stage a name let’s state that you in fact wanted to produce another um you understand 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 in fact choose different colors for each of the stages however I believe all of these are really currently developed so this is actually quite outstanding 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 sort of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration here and after that 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 various fields that you want so you will click this plus here and we have free kind a date check box fall General email email tracking task calls and conferences so I don’t 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 really missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date alright business’s size deal size and Business size fine let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have created by date developed fans and more so I actually wish to go for the created.
by or maybe the fans because I wish to monitor my staff member 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 lot of options available within streak is in fact one of the most convenient and one of the most uh you know flexible out there it’s really easy to use with templates we have projects too within my task once again if I didn’t want to go for these sales if I did with tasks then I can choose the job stages right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also offer it various various colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others realty support and custom So within our support you can see we have actually inbound designated working on resolved and sound this is actually pretty good and we also have customized where I can actually start something from the scratch completely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click produce 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 create now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click on this drop down and we have handle phase or rename so as I proceed as I add 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 include a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have one lead produced let’s state 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 add another lead let’s call it brand-new 2 we can actually 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 two leads then let’s state there was a contacted too there’s one working out so I’ll just merely click new now when you develop a lead we can actually click on this link and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and after that we have the comments 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 once you’re made with this you can in fact click on go into and it will be closed now it will reveal 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 contacted 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 erasing and sharing too uh another thing with srix on top you will be able to see we have private option we have these three dots where we can discover these stages Combinations and automation this is one of the important ones click here and you’ll have the ability to in fact integrate 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 be able to Import and Export information they extremely quickly and create our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine email and with combine email what takes place is I can actually produce a follow-up e-mails and different storage e-mails here and we have active advises so using is really simple you can start free of charge by simply adding the combination and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a freelance reporter, I have actually worked with many clients, handled several tasks at the same time, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my mission for an option, I checked out various platforms however found them to be either too intricate or too costly 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 flawlessly incorporates with Gmail, making it perfect for freelance reporters who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, providing you a clear summary of your interactions with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from list building to job completion.
You can classify contacts, produce custom-made stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important e-mails, and collaborate in real-time, improving performance and making sure everybody stays on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can create design templates for typical e-mail reactions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application development. Here’s how:.
provides a robust API and substantial developer documents, making it simple to integrate with other tools and develop custom options.
This versatility allows freelance journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to release.
You can develop custom stages for different development phases, designate jobs to staff member, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, reducing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget-friendly solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
provides a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and client relationships is vital to your success. offers a instinctive and budget-friendly option that flawlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.