As a skilled freelance journalist, I understand the challenges of handling projects, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Migration Service for your client relations cooperation communication and much more so let’s enter it first off you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete beginner it will help you customize a best procedure for your team and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s completely complimentary 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 select 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 all right 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 simply sign in ensure to sign.
into the same Gmail that you have actually added 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 look like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this brand-new option 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 control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually do that you will click on new pipeline here and we have different choices first off 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 called pitched demonstration negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size business size close rate email thread count days and state and notes so if you want to include another stage 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 produce 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 pick different colors for each of the stages but I think all of these are actually already created so this is really pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of 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 on this plus here and we have complimentary form a date check box drop down General email e-mail tracking job 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 actually reorganize and put the notes here alright e-mail thread count close date alright company’s size deal size and Company size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have actually developed by date developed fans and more so I actually want to opt for the produced.
by or possibly the fans because I wish to monitor my team members that are actually following this so I will you know 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 lot of options offered within streak is in fact one of the simplest and among the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my task again if I didn’t want to go for these sales if I made with jobs then I can choose the task stages right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also give it different various colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others property support and custom So within our support you can see we have actually incoming designated dealing with dealt with and noise this is in fact respectable and we likewise have custom where I can actually start something from the scratch completely according to my company for me we just have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click create now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have handle 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 be able to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click go into so now you can see we have one lead created let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new 2 we can really open this up in a 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 gotten in touch with also there’s one working out so I’ll just simply click brand-new now when you create a lead we can actually click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks 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 create a lead within your when you’re finished with this you can in fact click get in and it will be closed now it will reveal 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 gotten in touch with 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 erasing and sharing as well uh one more thing with srix at the 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 among the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what occurs is I can in fact create a follow-up emails and various storage emails here and we have active advises so using is really easy you can start totally free by just including the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before 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’ve worked with various clients, managed numerous jobs concurrently, and maintained a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my quest for an option, I checked out numerous platforms but discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for freelance journalists who greatly depend on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to handle and keep track of the progress of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from list building to task conclusion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share important emails, and team up in real-time, boosting performance and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce design templates for typical email responses, schedule follow-ups, and set up reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial designer paperwork, making it easy to incorporate with other tools and develop custom services.
This flexibility permits freelance journalists with coding abilities to extend the performance of and customize it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software application advancement jobs, from ideation to implementation.
You can develop customized stages for various development phases, assign jobs to employee, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use functions, decreasing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly solution, especially for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
provides a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. deals a economical and user-friendly service that seamlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or material creator, 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 impact of Streak CRM in your freelance journalism ventures.