As a seasoned freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this article, I will dive into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to use Streak Crm Install for your client relations cooperation interaction and far more so let’s get into it to start with you need to go to streak.com and you will arrive at this website right here now is a sort 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 really incredible and I’ll show you how to do that as a total novice it will help you customize a best process for your team and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s completely free so when you get to the website you’ll get this choice here which is add 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 add to Chrome click ADD extension and your extension will be included okay it’s done and now it is contributing to Gmail and it will take me directly 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 ensure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this brand-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 is like our brand-new dashboard for here I’ll have the ability to develop 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 produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration 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 priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will give your stage a name let’s state that you in fact wanted to develop another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really choose different colors for each of the stages but I think all of these are really currently developed so this is in fact quite impressive what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and then we have working out with negotiating I can choose 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 different fields that you desire so you will click on this plus here and we have free kind a date check box fall General email email 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 choose this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here all right email thread count close date alright company’s size offer size and Business size fine let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have created by date produced fans and more so I actually wish to choose the created.
by or perhaps the fans due to the fact that I wish to keep track of my staff member that are actually following this so I will you understand 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 choices readily available within streak is actually one of the easiest and one of the most uh you know flexible out there it’s very easy to use with templates we have projects too within my task once again if I didn’t want to opt for these sales if I did with jobs then I can choose the job phases right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise give it various different colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others property assistance and customized So within our support you can see we have actually incoming designated working on fixed and noise this is really respectable and we also have custom-made 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 opt for the sales here and click on 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 produce now it will just take a second for a street to develop 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 actually click on this drop down and we have manage phase 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 have the ability to add it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have one lead produced let’s say that there is actually 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 new tab from here too but 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 state there was a called also there’s one negotiating so I’ll just simply click new now when you develop a lead we can in fact click on this link and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed remember and then we have invite teammates so from here I can invite the team members we have add columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks at the top here once 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 when you’re done with this you can actually click on get in and it will be closed now it will reveal 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 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 erasing and sharing also uh another thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our basic Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what happens is I can really produce a follow-up emails and various storage emails here and we have active advises so using is truly easy you can begin 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:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a self-employed reporter, I have actually worked with various clients, managed numerous jobs all at once, and maintained a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my quest for an option, I checked out various platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who heavily count on email interaction. Here are some key advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, offering you a clear summary of your communications with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it easy to handle and monitor the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from list building to task conclusion.
You can classify contacts, develop custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with employee within the platform.
You can assign jobs, share crucial e-mails, and collaborate in real-time, enhancing efficiency and making sure everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and develop customized solutions.
This versatility allows freelance journalists with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement tasks, from ideation to implementation.
You can create custom-made phases for different advancement stages, assign tasks to team members, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more economical option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
provides a more detailed suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email communication.
As a freelance journalist, managing your hiring process and customer relationships is vital to your success. deals a user-friendly and budget-friendly service that perfectly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.