As a skilled freelance reporter, I comprehend the obstacles of handling jobs. Print Contact Card Streak Crm …tracking leads, and nurturing customer relationships. Over the years, I have actually explore different tools to enhance my workflow and enhance efficiency. One tool that has actually really transformed my hiring process. In this post, I will explore the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to use Print Contact Card Streak Crm for your customer relations partnership interaction and far more so let’s get into it firstly 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 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 reveal you how to do that as a complete beginner it will help you personalize a perfect process for your team and you will be able to get your work done now let’s actually 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 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 contribute to Chrome click ADD extension and your extension will be included alright it’s done and now it is contributing 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 merely sign in make sure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on 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 seen all tracked e-mails and updated reply and then 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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern 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 at the top and you will offer your phase a name let’s say that you in fact wished to create another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually choose various colors for each of the stages but I believe all of these are actually already created so this is really quite outstanding what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are type of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo 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 various fields that you desire so you will click on this plus here and we have totally free kind a date check box fall General e-mail e-mail tracking job calls and meetings 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 go with this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here fine e-mail thread count close date all right business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na really discover something else within the general where we have actually created by date developed followers and more so I in fact wish to opt for the developed.
by or possibly the followers since I want to keep track of 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 options offered within streak is in fact one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t wish to choose these sales if I made with jobs then I can go with the job phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it different various colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages task search investor fundraising others property support and custom So within our support you can see we have actually inbound assigned dealing with dealt with and sound this is actually pretty good and we likewise have customized where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na choose the sales here and click produce 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 develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click this drop down and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able 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 get in so now you can see we have one lead developed let’s state that there is actually 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 two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just merely click on new now when you create a lead we can actually click on this link and it will now open the various fields that we included so this is a brand-new Elite that I developed 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 comments 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 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 produce a lead within your when you’re made with this you can actually 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 contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal choice we have these three dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our easy Gmail very easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with combine e-mail what takes place is I can in fact develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is really easy you can get started for free by just including the integration and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a self-employed journalist, I have actually dealt with many clients, handled several jobs all at once, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for an option, I explored numerous platforms but found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who greatly count on email communication. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails easily, offering you a clear summary of your communications with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to keep an eye on the development and manage of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, improving performance and ensuring everybody remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can create templates for typical email actions, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits 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 enables independent reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application development jobs, from ideation to implementation.
You can create customized stages for different development stages, designate jobs to employee, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, lessening the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective service, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. offers a cost effective and instinctive solution that effortlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.