As a skilled freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and nurturing client relationships. In this post, 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 contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use Crm Streak Inc for your client 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 land on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total novice it will assist you customize an ideal procedure for your group and you will be able to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s totally free so as soon as you get to the site you’ll get this alternative 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 on ADD extension and your extension will be added all right 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 same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this brand-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 merges so you can see this is like our new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have different choices firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size business size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will provide your stage a name let’s say that you actually wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select various colors for each of the stages however I think all of these are actually currently developed so this is actually quite excellent what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking task 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 opt for this one here this is the field that was actually missing and I’ll actually reorganize and put the notes here alright email thread count close date okay company’s size offer size and Company size all right let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually produced by date created fans and more so I actually want to opt for the produced.
by or possibly the followers since I wish to keep an eye on my team members 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 lot of choices readily available within streak is really among the simplest and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t want to go for these sales if I made with tasks then I can go with the project stages right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also provide it different various colors we also have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming assigned dealing with resolved and sound this is actually respectable and we also have custom where I can in fact start something from the scratch totally according to my company for me we just have the sales so I’m gon na go with the sales here and click on create 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 create now it will simply take a second for a street to develop 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 in fact click this fall and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have one lead created let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just merely click brand-new now when you produce a lead we can really click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even publish files and then we have the remarks at the top here once 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 when you’re done 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 data gathered 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have private alternative we have these three dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail really easily from here and it will also show me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine email and with combine email what occurs is I can in fact create a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can get started for free by simply adding the combination and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As an independent reporter, I have actually worked with many customers, managed multiple jobs simultaneously, and preserved a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my quest for a service, I checked out various platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who heavily rely on email interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your emails easily, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to monitor the progress and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to task conclusion.
You can categorize contacts, develop customized phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates cooperation by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential emails, and team up in real-time, enhancing performance and ensuring everyone remains on the exact same page.
Personalized Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can develop templates for typical email responses, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and comprehensive developer documents, making it easy to incorporate with other tools and construct custom services.
This versatility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to deployment.
You can create custom-made phases for various advancement phases, designate 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.
Instinctive user interface and user friendly features, lessening the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Expense:.
provides a more affordable solution, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Integration:.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail communication.
Conclusion:.
As an independent reporter, handling your hiring procedure and client relationships is critical to your success. deals a instinctive and economical solution that flawlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.