As a seasoned freelance reporter, I comprehend the obstacles of handling projects, tracking leads, and supporting client relationships. In this article, I will dive into the advantages 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 utilize for beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Tunisie for your client relations partnership communication and a lot more so let’s enter into 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 add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total newbie it will assist you personalize an ideal process for your team and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s entirely free so as soon as you get to the site you’ll get this alternative here which is contribute 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 add to Chrome click ADD extension and your extension will be included okay 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 make sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and upgraded 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 merges so you can see this resembles our brand-new control panel for here I’ll have the ability to produce 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 new pipeline let’s really do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead contacted pitched demo working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you actually wished to develop 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 provide it your color so we can really select various colors for each of the stages however I think all of these are in fact currently produced so this is actually quite outstanding what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demo here and then we have negotiating with negotiating I can choose like in progress or something and now you can see these are my phases 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 form a date check box drop down General email email tracking task calls and meetings 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 actually missing out on and I’ll really rearrange and put the notes here all right email thread count close date fine company’s size offer size and Company size fine let’s get rid of the company size and I’m gon na really discover something else within the basic where we have developed by date developed fans and more so I actually want to choose the developed.
by or possibly the fans since I want to monitor 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 offered within streak is actually one of the simplest and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t wish to go for these sales if I made with jobs then I can go with the task stages right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer 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 stages job search investor fundraising others realty assistance and custom-made So within our support you can see we have actually inbound appointed working on resolved and sound this is in fact pretty good and we also have customized where I can in fact start something from the scratch completely according to my company for me we merely have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on develop now it will simply 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 this fall and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click go into so now you can see we have one lead developed let’s say that there is in fact 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 brand-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 by doing this now you can see we have two leads then let’s state there was a called also there’s one working out so I’ll just merely click on brand-new now when you produce a lead we can really 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 produced and we have all of these various columns we have the fields that we created remember and then we have invite teammates so from here I can welcome the employee we have include columns we have e-mails 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 upload files and then 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 produce a lead within your as soon as you’re made with this you can actually click on 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 2 leads one contacted and something like this and this is where you will be getting your list we can pick 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 on top you will have the ability to see we have personal alternative we have these three dots where we can discover these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our easy Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what takes place is I can in fact produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually simple you can begin free of charge by simply adding the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I’ve dealt with numerous clients, managed numerous jobs simultaneously, and maintained a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a service, I checked out various platforms but discovered them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to manage and monitor the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from lead generation to job conclusion.
You can classify contacts, develop custom-made phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share essential e-mails, and collaborate in real-time, boosting performance and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for common email actions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software development. Here’s how:.
provides a robust API and substantial developer documentation, making it easy to incorporate with other tools and develop custom services.
This flexibility permits freelance journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to release.
You can create custom phases for various advancement phases, appoint tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email communication.
As a freelance journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a intuitive and budget-friendly solution that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.