As a skilled freelance journalist, I understand the difficulties of handling projects, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of using for freelance journalism, explore its functions 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 use Streak Crm Cost for your customer relations collaboration communication and far more so let’s get 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 actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total novice it will help you tailor a best procedure for your team and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s completely free so when you get to the site you’ll get this alternative 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 on contribute to Chrome click ADD extension and your extension will be added alright 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 merely check in ensure to sign.
into the very same Gmail that you have actually included 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 enable after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this 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 is like our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will give your phase a name let’s say that you in fact wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can produce 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 really currently developed so this is in fact quite impressive what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are kind of like the very same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo 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 totally free type a date check box drop down General email e-mail tracking task calls and meetings 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 go with this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date all right company’s size offer size and Business size alright let’s get rid of the company size and I’m gon na really find something else within the basic where we have actually produced by date produced fans and more so I actually want to choose the created.
by or possibly the followers due to the fact that I want to monitor my staff member that are actually 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 choices offered within streak is actually one of the easiest and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my job again if I didn’t want to choose these sales if I finished with jobs then I can opt for the job phases 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 give it various different colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others property support and custom-made So within our assistance you can see we have actually incoming designated working on resolved and sound this is really respectable and we also have custom where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click on ADD box here and I’m going to add 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 actually one lead produced 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 brand-new I’m going to add another lead let’s call it new 2 we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now once you develop a lead we can in fact 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 produced keep in mind and after that we have invite teammates so from here I can welcome the team members we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails 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.
accessories so this is how you produce a lead within your as soon as you’re made with this you can in fact click enter 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 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 as well uh one more thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can find these phases Combinations and automation this is one of 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 constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can really develop a follow-up e-mails and different storage e-mails here and we have active instructs so using is truly simple you can begin free of charge by just including the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a self-employed reporter, I’ve worked with various customers, managed several tasks at the same time, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for an option, I explored various platforms but found them to be either too complex or too costly 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 integrates with Gmail, making it ideal for independent journalists who heavily rely on email interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to handle and monitor the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to job completion.
You can categorize contacts, develop custom phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial emails, and work together in real-time, enhancing performance and guaranteeing everybody remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop templates for typical e-mail responses, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documentation, making it easy to incorporate with other tools and construct custom-made options.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to deployment.
You can produce custom-made stages for different advancement phases, designate tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, reducing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more inexpensive option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring process and customer relationships is critical to your success. deals a intuitive and affordable solution that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.