As a seasoned freelance reporter, I understand the challenges of managing jobs, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be showing you how to utilize Ninja Form To Streak Crm for your client relations partnership interaction and far more so let’s get into it first off 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 Hub and we can in fact turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete beginner it will assist you tailor a perfect procedure for your team and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s completely free so when you get to the website you’ll get this alternative here which is add 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 all right 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 sign in make certain to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this 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 merges so you can see this is like our brand-new control panel for here I’ll be able to create a 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 really do that you will click brand-new pipeline here and we have various alternatives 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 market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you actually 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 provide it your color so we can actually select different colors for each of the stages but I believe all of these are really currently developed so this is actually quite outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and after that we have negotiating with negotiating I can opt for 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 desire so you will click on this plus here and we have free form a date check box drop down 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 really missing and I’ll really reorganize and put the notes here all right e-mail thread count close date all right company’s size offer size and Business size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have developed by date produced followers and more so I really wish to go for the developed.
by or perhaps the followers because I want to keep an eye on my team members that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of choices offered within streak is actually among the most convenient and among the most uh you understand versatile out there it’s very easy to use with templates we have projects too within my task again if I didn’t want to opt for these sales if I made with tasks then I can go with the job phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also offer it various different colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others real estate assistance and custom So within our assistance you can see we have incoming designated working on resolved and noise this is actually respectable and we likewise have customized where I can in fact start something from the scratch completely according to my business for me we merely have the sales so I’m gon na choose 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 on create now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click on this fall 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 be able to add it click on the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click get in so now you can see we have one lead produced let’s say that there is really closed one so I’m going to include 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 however I’m just for now I’m simply gon na work by doing this 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 simply click on new now as soon as you develop a lead we can really click here and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even upload files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can in fact click on 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 various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can discover these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what occurs is I can actually create a follow-up e-mails and different storage e-mails here and we have active advises so using is actually simple you can begin free of charge by just including the combination and now you know how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a self-employed reporter, I’ve dealt with numerous customers, managed numerous jobs all at once, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a service, I explored different platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent reporters who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, giving you a clear overview of your communications with clients, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to monitor the progress and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to task completion.
You can classify contacts, create custom-made phases, set reminders, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share important e-mails, and work together in real-time, enhancing performance and making sure everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for typical email actions, schedule follow-ups, and established tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it easy to incorporate with other tools and build custom options.
This versatility allows self-employed reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software advancement jobs, from ideation to deployment.
You can produce custom stages for various advancement stages, appoint jobs to staff member, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more affordable solution, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and client relationships is vital to your success. offers a instinctive and affordable solution 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 larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.