As a seasoned freelance journalist, I understand the challenges of managing tasks, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to utilize Streak Crm Email View Tracking for your consumer relations cooperation communication and much more so let’s enter into it to start with you require to go to streak.com and you will land 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 in fact turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete novice it will help you customize a best process for your group and you will be able to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s entirely free so once you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be added 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 check in make certain to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and then 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 combines so you can see this is like our new dashboard for here I’ll be able 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 produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click this Plus on top and you will offer your stage a name let’s say that you in fact wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact pick different colors for each of the stages but I think all of these are in fact already created so this is in fact quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we simply go with 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 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 want so you will click on this plus here and we have totally free kind a date check box drop down General e-mail 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 go with this one here this is the field that was in fact missing out on and I’ll actually reorganize and put the notes here alright email thread count close date alright company’s size deal size and Business size okay let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually created by date produced followers and more so I actually want to go for the developed.
by or possibly the fans due to the fact that I want to keep track of my employee 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 wanted for my pipeline now you can see there are a lot of alternatives offered within streak is actually among the simplest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my project again if I didn’t want to go for these sales if I made 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 select these stages from here on this plus button here and you can also offer it different various colors we likewise 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 job search financier fundraising others property assistance and customized So within our support you can see we have inbound appointed dealing with resolved and noise this is really respectable and we likewise have custom-made where I can actually start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click create now it will just take a second for a street to create a pipeline for me so you can see this really 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 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 add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on go into 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 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 brand-new two we can really 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 called too there’s one negotiating so I’ll just merely click new now once you produce a lead we can actually click here 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 created remember and after that we have invite colleagues so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your once you’re done with this you can really click on enter and it will be closed now it will show you something like this we have all of our data gathered 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and develop 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 switch to our easy Gmail extremely easily from here and it will also show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what takes place is I can in fact create a follow-up e-mails and different storage emails here and we have active advises so utilizing is truly simple you can begin free of charge by simply adding the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I have actually dealt with various customers, handled numerous jobs simultaneously, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my quest for an option, I checked out various platforms however discovered them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who greatly rely on email interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, offering you a clear summary of your interactions with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to keep track of the development and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from lead generation to project completion.
You can classify contacts, create custom phases, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important emails, and collaborate in real-time, improving productivity and making sure everyone remains on the exact same page.
Customizable Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce design templates for common e-mail actions, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and extensive developer documentation, making it easy to incorporate with other tools and construct customized solutions.
This versatility allows freelance reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software development jobs, from ideation to release.
You can create customized stages for different development stages, designate tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Cost:.
uses a more cost effective option, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Combination:.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
Conclusion:.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. offers a instinctive and affordable solution that perfectly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.