As an experienced freelance reporter, I understand the obstacles of managing projects, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be revealing you how to utilize Streak Crm Or Salesforce for your client relations collaboration communication and far more so let’s enter into it to start with you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total beginner it will assist you personalize a best process for your group and you will be able to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s entirely complimentary so once you get to the website 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 on add to Chrome click ADD extension and your extension will be added okay 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 simply check in ensure to sign.
into the exact 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 merely scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and updated reply and then 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 combines so you can see this resembles our new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will give your phase a name let’s state that you actually wished to develop another um you know stage here for example let’s say 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 however I think all of these are in fact already created so this is really quite remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demonstration here and after that 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 various fields that you want so you will click on this plus here and we have free kind a date check box fall General e-mail email tracking task calls and conferences 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 choose this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date okay company’s size deal size and Company size all right let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually produced by date developed fans and more so I actually want to choose the created.
by or possibly the followers because I wish to track my employee that are really following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of options readily available within streak is actually one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t want to go for these sales if I made with tasks then I can choose the task phases right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also offer it different various colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually inbound designated working on fixed and sound this is actually pretty good and we also have customized where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with a staff 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 create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have manage stage or rename so as I continue as I add different 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 add 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 go into so now you can see we have actually 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 brand-new two we can actually open this up in a 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 2 leads then let’s say there was a called also there’s one working out so I’ll just simply click on brand-new now when you create a lead we can actually click here and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can change 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 conference notes and we even have our.
accessories so this is how you create a lead within your once you’re made with this you can in fact 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 2 leads one contacted 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 carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail very easily from here and it will also show me the emails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active advises so using is really simple you can start totally free by simply including the integration and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As a self-employed reporter, I’ve dealt with various customers, handled several tasks all at once, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a service, I explored different platforms however found them to be either too intricate or too pricey 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 flawlessly integrates with Gmail, making it perfect for independent journalists who heavily count on email interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, providing you a clear introduction of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to monitor the progress and manage of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to task completion.
You can classify contacts, develop custom phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
helps with collaboration by allowing you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential emails, and work together in real-time, improving performance and making sure everyone stays on the same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce templates for typical email reactions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive developer paperwork, making it easy to incorporate with other tools and develop custom-made solutions.
This versatility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software advancement projects, from ideation to deployment.
You can create custom stages for different advancement stages, assign jobs to team members, and track development effectively.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
offers a more cost effective service, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Combination:.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail communication.
Conclusion:.
As a self-employed journalist, managing your hiring process and client relationships is paramount to your success. deals a affordable and user-friendly option that perfectly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.