As an experienced freelance reporter, I understand the challenges of handling projects, tracking leads, and supporting customer relationships. In this article, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to utilize Streak Crm Act-on for your client relations collaboration communication and far more so let’s enter it first off you need 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 easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total newbie it will help you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s completely totally free so once you get to the website you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be added alright 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 very 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 allow after including 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 updated reply and then we have this new choice 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 brand-new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various choices firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will offer your stage a name let’s state that you in fact wanted to produce another um you understand stage 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 really select different colors for each of the stages but I believe all of these are in fact currently created so this is actually quite outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have working out with negotiating I can go with 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 various fields that you want so you will click on this plus here and we have free form a date check box fall General email email tracking job calls and meetings 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 opt for 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 okay company’s size deal size and Business size okay let’s get rid of the business size and I’m gon na really discover something else within the general where we have actually created by date created followers and more so I really wish to choose the produced.
by or possibly the fans since I want to keep track of my team members that are in fact 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 lot of choices available within streak is actually among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my task again if I didn’t wish to go for these sales if I made with tasks then I can choose the task stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search financier fundraising others property assistance and customized So within our assistance you can see we have inbound appointed working on solved and noise this is in fact pretty good and we also have custom-made where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click create 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 on this fall and we have handle stage or rename so as I proceed as I include different 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 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 get in so now you can see we have actually one lead developed let’s say that there is really closed one so I’m going to add 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 actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted too there’s one working out so I’ll just simply click brand-new now when you create a lead we can in fact click on this link and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome the team members we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit 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 create a lead within your when you’re done with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our information 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is one of the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations custom constructs and more we can likewise integrate 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 switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what occurs is I can really create a follow-up emails and different storage emails here and we have active advises so using is truly easy you can begin free of charge by simply adding the integration and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it associates with. As a self-employed journalist, I have actually dealt with numerous customers, handled numerous tasks at the same time, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for an option, I explored numerous platforms however 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily count on email communication. Here are some essential benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to manage and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from list building to project completion.
You can categorize contacts, develop custom phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important emails, and work together in real-time, boosting productivity and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can create design templates for common email responses, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and build customized services.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to deployment.
You can develop custom stages for various advancement stages, appoint jobs to employee, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more affordable option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email communication.
As an independent journalist, handling your hiring procedure and client relationships is vital to your success. deals a intuitive and economical option that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, editor, or content creator, 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 endeavors.