As a seasoned freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to use Streak Crm Free Logo for your customer relations partnership communication and a lot more so let’s enter into it first of all you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete novice it will assist you customize a perfect process for your team and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to select 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 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 just sign in ensure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen 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 is like our brand-new dashboard for here I’ll be able 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 produce a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various options first off we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size company size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will give your stage a name let’s state that you in fact wanted to produce another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually pick various colors for each of the stages however I believe all of these are in fact already developed so this is really pretty impressive what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the exact 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 get rid of the demo here and then 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 different fields that you desire so you will click on this plus here and we have totally free kind a date check box drop down General email email tracking job 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 opt for this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here fine email thread count close date okay business’s size deal size and Company size okay let’s get rid of the company size and I’m gon na actually find something else within the basic where we have produced by date created followers and more so I in fact want to opt for the developed.
by or perhaps the followers because 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 desired for my pipeline now you can see there are a great deal of options offered within streak is really one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my job again if I didn’t wish to choose these sales if I did with tasks then I can choose the job stages right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also offer it different various colors we also have company 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 realty support and custom So within our assistance you can see we have actually incoming assigned working on dealt with and noise this is really pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my business for me we simply have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can really click on this drop down and we have manage stage or relabel 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 on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click get in so now you can see we have actually one lead created let’s state that there is actually 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 two 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 as well there’s one working out so I’ll just merely click on new now once you produce a lead we can actually click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the comments 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 develop a lead within your when you’re made with this you can really click go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing 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 discover these stages Combinations and automation this is one of the important ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine email and with combine e-mail what occurs is I can actually produce a follow-up emails and various storage emails here and we have active instructs so utilizing is truly simple you can begin totally free by simply adding the integration and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I have actually worked with numerous customers, handled numerous jobs all at once, and maintained an extensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a solution, I explored various platforms however found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to handle and monitor the progress of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from lead generation to project conclusion.
You can classify contacts, produce customized phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates partnership by enabling you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important e-mails, and work together in real-time, improving efficiency and ensuring everyone remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can develop design templates for typical email actions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and extensive designer paperwork, making it simple to incorporate with other tools and build custom services.
This flexibility enables independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to deployment.
You can create custom-made phases for various development stages, appoint jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable service, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. deals a intuitive and budget friendly solution that effortlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.