As an experienced freelance journalist, I comprehend the difficulties of handling tasks, tracking leads, and nurturing customer relationships. In this article, I will delve into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Streak Crm Market Share for your customer relations partnership interaction and a lot more so let’s enter it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total beginner it will assist you customize a perfect procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s completely free so when you get to the site you’ll get this alternative here which is contribute 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 add to Chrome click ADD extension and your extension will be included okay 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 make sure to sign.
into the very same Gmail that you have 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 appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and then we have this new option 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 is like our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices first of all we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus on top and you will give your phase a name let’s say that you really wished to create another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick different colors for each of the stages however I think all of these are in fact already 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 demonstration are type of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo 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 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 free kind a date check box fall General e-mail e-mail tracking task calls and conferences 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 really missing and I’ll really reorganize and put the notes here okay e-mail thread count close date fine business’s size offer size and Company size all right let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have produced by date created fans and more so I in fact wish to choose the produced.
by or perhaps the fans due to the fact that I wish to keep an eye on my employee that are in fact 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 really one of the most convenient and among the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t wish to go for these sales if I did with projects then I can go with the task phases right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also give it various various colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your phases job search financier fundraising others property support and custom So within our assistance you can see we have inbound appointed working on dealt with and sound this is really pretty good and we also have custom where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply 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 add a box in the lead section 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 state 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 two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a contacted also there’s one negotiating so I’ll just merely click new now as soon as you develop a lead we can really click here and it will now open the various 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 created remember and after that we have invite teammates so from here I can welcome the employee we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish 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.
attachments so this is how you create a lead within your as soon as you’re finished with this you can actually click on go into and it will be closed now it will reveal 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 contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can find these phases Combinations 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 data for alerts for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the combine email and with merge e-mail what happens is I can in fact develop a follow-up emails and various storage emails here and we have active instructs so utilizing is really easy you can get going for free by simply including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a freelance journalist, I’ve dealt with numerous customers, managed numerous jobs simultaneously, and maintained an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for a solution, I checked out numerous platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who heavily depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, giving you a clear overview of your communications with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to keep track of the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from list building to project completion.
You can classify contacts, produce custom-made phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in cooperation by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, improving performance and ensuring everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for common email responses, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application development. Here’s how:.
provides a robust API and extensive designer documentation, making it simple to integrate with other tools and construct custom options.
This versatility enables freelance journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application development jobs, from ideation to implementation.
You can develop custom-made stages for different advancement phases, assign tasks to staff member, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and customer relationships is paramount to your success. offers a budget-friendly and intuitive solution that effortlessly incorporates with Gmail, allowing you to simplify 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 an ideal choice for freelance reporters.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.