As a skilled freelance reporter, I comprehend the difficulties of managing jobs, tracking leads, and supporting client relationships. In this article, I will dig into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be revealing you how to utilize Streak Crm Suite Enterprise for your client relations partnership communication and much more so let’s get into it first off you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add 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 actually incredible and I’ll reveal you how to do that as a total newbie it will assist you personalize a perfect process for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s totally complimentary so once you get to the site you’ll get this choice here which is add to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click on 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 make sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and updated reply and then 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 merges so you can see this resembles our new dashboard for here I’ll be able 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 new pipeline let’s actually do that you will click brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand 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 deal size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will offer your stage a name let’s state that you really wished to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose various colors for each of the stages however I believe all of these are in fact currently developed so this is actually quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration here and after that we have negotiating 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 totally free type a date check box drop down General email email tracking job calls and conferences so I do not 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 opt for this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here all right e-mail thread count close date alright business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na really find something else within the general where we have developed by date created fans and more so I really wish to choose the produced.
by or perhaps the fans since I wish to keep track of my team members that are really following this so I will you know 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 options readily available within streak is really among the easiest and among the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t want to go for these sales if I finished with jobs then I can go with the task phases right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it various different colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others property assistance and custom-made So within our assistance you can see we have actually inbound appointed working on solved and noise this is really respectable and we also have custom-made where I can really start something from the scratch totally according to my company for me we merely have the sales so I’m gon na opt for 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 on develop now it will simply take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have handle phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have one lead created let’s state that there is actually 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 in fact open this up in a brand-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 two leads then let’s state there was a called also there’s one working out so I’ll just simply click on new now once you create a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created remember and after that we have invite colleagues so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even publish 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.
accessories so this is how you develop a lead within your when you’re made with this you can in fact click on go into 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 contacted 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 perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and produce our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail very quickly from here and it will also show me the e-mails 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 combine e-mail and with combine e-mail what happens is I can really create a follow-up emails and various storage emails here and we have active instructs so using is truly simple you can start totally free by simply adding the combination 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 provide some context about my career and how it connects to. As a self-employed reporter, I’ve dealt with numerous clients, managed several projects all at once, and maintained a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for an option, I checked out different platforms but discovered them to be either too complicated or too pricey 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 effortlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly count on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, providing you a clear introduction of your communications with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to monitor the progress and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from list building to task conclusion.
You can categorize contacts, develop customized phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can assign tasks, share crucial emails, and collaborate in real-time, boosting efficiency and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and extensive developer documentation, making it easy to incorporate with other tools and construct custom solutions.
This versatility allows independent journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software development tasks, from ideation to deployment.
You can create custom phases for different advancement phases, appoint jobs to team members, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more cost effective service, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. deals a instinctive and budget-friendly service that flawlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, editor, or content developer, 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.