As an experienced freelance reporter, I understand the challenges of managing projects, tracking leads, and supporting client 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 supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to utilize Streak Crm Into Erp for your consumer relations cooperation interaction and far more so let’s enter into it to start with you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete novice it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this choice 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 on ADD extension and your extension will be included fine it’s done and now it is contributing to Gmail and it will take me directly 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 make certain 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 simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-new choice 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 new dashboard 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 hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices 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 supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry offer size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will offer your phase a name let’s say that you really wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact pick various colors for each of the stages but I think all of these are really currently developed so this is in fact pretty impressive what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are sort 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 in fact let’s eliminate the demonstration here and then we have working out with negotiating I can choose 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 desire so you will click this plus here and we have totally free type a date check box fall General e-mail e-mail tracking task calls and meetings so I don’t 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 in fact missing out on and I’ll in fact reorganize and put the notes here fine email thread count close date all right company’s size deal size and Company size alright let’s get rid of the business size and I’m gon na really find something else within the basic where we have actually produced by date developed followers and more so I really wish to opt for the developed.
by or possibly the fans because I wish to keep an eye on my employee that are actually following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of options offered within streak is actually one of the easiest and one of the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my task again if I didn’t wish to choose these sales if I finished with jobs then I can choose the task phases right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also offer it different different colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others real estate support and custom-made So within our support you can see we have actually inbound assigned working on solved and sound this is actually respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na choose the sales here and click on create 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 on develop now it will just 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 add my Lead Series so you can in fact click this fall and we have manage stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include 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 brand-new and click on get in so now you can see we have actually one lead produced let’s say that there is in fact 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 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating so I’ll just merely click brand-new now as soon as you create a lead we can actually click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can change to the emails 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 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 really click on get in and it will be closed now it will show you something like this we have all of our data gathered 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations custom-made 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 different folders that we have here and I can produce a new pipeline we can change to our basic Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what takes place is I can really create a follow-up emails and different storage emails here and we have active advises so utilizing is truly simple you can begin for free by simply adding the integration and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I’ve dealt with many clients, handled multiple tasks at the same time, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my quest for an option, I checked out various platforms however found them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who heavily rely on e-mail interaction. Here are some key advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to keep track of the progress and manage of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from lead generation to project completion.
You can classify contacts, produce custom stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can assign jobs, share important emails, and collaborate in real-time, enhancing performance and guaranteeing everyone stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can develop templates for typical e-mail reactions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application development. Here’s how:.
provides a robust API and substantial developer documents, making it simple to incorporate with other tools and build custom-made options.
This versatility enables independent journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to release.
You can develop custom-made phases for various development stages, appoint jobs to team members, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, lessening the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email interaction.
As an independent reporter, handling your hiring procedure and client relationships is paramount to your success. deals a cost effective and instinctive service that perfectly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.