As a seasoned freelance journalist, I comprehend the difficulties of handling projects, tracking leads, and supporting client relationships. In this article, I will delve into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be showing you how to utilize Streak Crm Lesson for your consumer relations cooperation interaction and much more so let’s enter into it to start with you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete beginner it will assist you tailor a perfect 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 completely complimentary so as soon as you get to the website you’ll get this option here which is contribute 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 ADD extension and your extension will be added fine 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 merely sign in ensure to sign.
into the very 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 on permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this new alternative 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 produce a brand-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 first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail 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 phase you will click on this Plus on top and you will provide your phase a name let’s state that you really wanted to create another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really choose different colors for each of the stages but I believe all of these are actually currently created so this is actually quite outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the 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 get rid of the demonstration here and then we have working out 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 various fields that you desire so you will click this plus here and we have free kind a date check box drop down General e-mail e-mail tracking job calls and conferences 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 opt for this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date fine business’s size deal size and Company size okay let’s get rid of the company size and I’m gon na actually find something else within the general where we have produced by date created followers and more so I actually wish to go for the produced.
by or perhaps the fans because I wish to keep track of my employee that are actually 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 in fact among the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my job once again if I didn’t want to choose these sales if I did with tasks then I can go with the project phases right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also provide it different various colors we likewise have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others real estate assistance and custom So within our support you can see we have inbound appointed dealing with resolved and sound this is really pretty good and we also have custom 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 on create personal 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 produce now it will just take a 2nd for a street to develop 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 stage or relabel so as I proceed 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 the top here include a box so click on 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 enter so now you can see we have actually one lead created let’s state 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 add another lead let’s call it brand-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 in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on brand-new now as soon as you produce a lead we can really click here 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 various columns we have the fields that we created remember and then we have welcome teammates so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even submit files and after that we have the comments 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 once you’re finished with this you can actually click 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 2 leads one called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find 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 data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the merge email and with merge email what takes place is I can actually produce 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 simply including the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I have actually dealt with numerous clients, handled numerous jobs simultaneously, and maintained a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a service, I explored various platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for freelance journalists who heavily rely on e-mail communication. Here are some key benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to handle and monitor the development of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to project completion.
You can classify contacts, create customized phases, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial e-mails, and work together in real-time, improving efficiency and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can create design templates for common e-mail actions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer documentation, making it simple to integrate with other tools and develop custom-made solutions.
This versatility enables self-employed reporters with coding skills to extend the functionality of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development tasks, from ideation to implementation.
You can develop custom-made stages for different advancement stages, assign tasks to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly features, minimizing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more economical option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring process and customer relationships is paramount to your success. deals a intuitive and affordable option that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.