As a skilled freelance journalist, I comprehend the challenges of managing projects, tracking leads, and nurturing client relationships. In this short 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 provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to use Why Is Streak The Best Crm for your client relations cooperation communication and a lot more so let’s get into it first off you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total novice it will assist you personalize an ideal procedure for your team and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally 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 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 just check in ensure to sign.
into the same Gmail that you have actually included 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 on permit after adding this is what your Gmail will look like now you can see here in our simple 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 on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will give your stage a name let’s say that you actually wanted to create another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can really choose various colors for each of the stages but I believe all of these are actually already developed so this is really pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration 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 desire so you will click on this plus here and we have free form a date check box fall General email e-mail tracking job calls and meetings 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 rearrange and put the notes here fine e-mail thread count close date fine business’s size deal size and Business size alright let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually produced by date created followers and more so I in fact wish to choose the created.
by or perhaps the followers since I want to monitor my staff member that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is in fact one of the simplest and among the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my task again if I didn’t want to choose these sales if I did with tasks then I can opt for the project phases 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 likewise 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 stages job search financier fundraising others property assistance and custom So within our support you can see we have inbound assigned working on fixed and noise this is really pretty good and we also have custom where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can really click this fall and we have handle stage or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on get in so now you can see we have one lead created let’s say 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 add another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a contacted too there’s one working out so I’ll just merely click new now as soon as you create a lead we can in fact click here and it will now open up 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 keep in mind and after that we have welcome teammates so from here I can invite the employee we have include columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even upload 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.
attachments so this is how you develop a lead within your once you’re done 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 collected here and at the top we’re getting our account such as 2 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 carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom 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 change to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what takes place is I can in fact produce a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually simple you can begin totally free by simply including the combination and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As an independent journalist, I’ve worked with many clients, managed numerous jobs simultaneously, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for a solution, I explored different platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who greatly rely on email communication. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, giving you a clear overview of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to keep track of the development and manage of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, create custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates cooperation by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial e-mails, and work together in real-time, boosting efficiency and making sure everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce design templates for typical email actions, schedule follow-ups, and set up reminders, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and construct custom solutions.
This flexibility enables freelance journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software advancement projects, from ideation to implementation.
You can create custom phases for various development phases, designate tasks to employee, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, lessening the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more affordable option, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more comprehensive suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and client relationships is paramount to your success. deals a instinctive and affordable service that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.