As an experienced freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to use Streak Crm Hootsuite Integrations for your client relations partnership communication and a lot more so let’s enter it first off you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total novice it will help you tailor an ideal process for your group and you will have the ability to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s completely free so as soon as you get to the site 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 add to Chrome click on ADD extension and your extension will be added 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 just sign in make certain to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this 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 combines so you can see this resembles our brand-new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s really do that you will click new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have 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 email last e-mail from lead Source top priority industry deal size company size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will give your phase a name let’s say that you really wished to create another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose various colors for each of the stages however I think all of these are really currently developed so this is really quite remarkable what I will do is I will in fact 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 simply opt for 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 then 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 this plus here and we have free form a date check box drop down General email e-mail tracking task calls and conferences so I don’t see anything for the course and conferences 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 in fact missing out on and I’ll really rearrange and put the notes here all right email thread count close date fine business’s size deal size and Business size fine let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually developed by date created followers and more so I actually want to go for the created.
by or possibly the fans because I want to monitor my team members that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted 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 among the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my project again if I didn’t want to choose these sales if I did with jobs then I can go with the task phases right here and once 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 provide it different different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others realty support and customized So within our assistance you can see we have incoming assigned working on dealt with and sound this is actually respectable and we also have custom where I can actually start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click on this fall and we have manage phase 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 add it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have one lead produced let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can really open this up in a brand-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 gotten in touch with also there’s one negotiating so I’ll just simply click on brand-new now as soon as you create a lead we can really click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed remember 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 change to the emails and it will reveal you the e-mails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re finished with this you can really click on go into and it will be closed now it will show you something like this we have all of our information 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 pick various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can in fact create a follow-up e-mails and different storage emails here and we have active instructs so using is truly easy you can start free of charge by simply including the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As a freelance journalist, I’ve worked with numerous clients, managed multiple projects concurrently, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my mission for a service, I checked out different platforms however discovered them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily rely on e-mail interaction. Here are some key advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to handle and keep track of the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from lead generation to job completion.
You can categorize contacts, produce customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
helps with cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share crucial e-mails, and collaborate in real-time, boosting performance and guaranteeing everybody remains on the very same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can produce templates for typical e-mail actions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and substantial developer documentation, making it simple to incorporate with other tools and construct custom-made options.
This versatility enables self-employed reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement tasks, from ideation to implementation.
You can create custom-made stages for various development stages, designate tasks to team members, and track progress efficiently.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly functions, lessening the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Cost:.
uses a more affordable option, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Combination:.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail communication.
Conclusion:.
As a freelance reporter, handling your hiring process and client relationships is critical to your success. offers a user-friendly and budget-friendly solution that seamlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.