As a seasoned freelance journalist, I understand the difficulties of managing projects, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to utilize Streak Crm Vs Insightly Crm for your consumer relations cooperation interaction and far more so let’s get into it firstly you require to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute 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 incredible and I’ll show you how to do that as a complete beginner it will help you personalize a perfect process for your team and you will be able to get your work done now let’s actually enter into the process now is available as an extension and it’s entirely totally free so when you get to the website you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be included 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 make sure to sign.
into the very 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 just scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed 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 combines so you can see this is like our brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead contacted pitched demo working out 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 e-mail from lead Source priority industry offer size business size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will provide your stage a name let’s state that you really wanted to develop another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact select different colors for each of the stages but I think all of these are in fact currently created so this is actually quite excellent what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo here and after that we have negotiating with negotiating I can opt for 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 want so you will click on this plus here and we have totally free kind a date check box drop down General e-mail email tracking job 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 go with this one here this is the field that was actually missing and I’ll actually reorganize and put the notes here alright e-mail thread count close date alright business’s size offer size and Company size fine let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have developed by date developed fans and more so I in fact want to choose the produced.
by or possibly the followers due to the fact that I want to keep an eye on my team members that are actually following this so I will you understand 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 available within streak is in fact among the simplest and among the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my project again if I didn’t wish to go for these sales if I made with jobs then I can choose the task stages right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise 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 phases task search financier fundraising others real estate support and custom So within our assistance you can see we have actually inbound assigned working on solved and noise this is actually pretty good and we likewise have custom-made where I can in fact start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce now it will simply take a 2nd for a street to produce 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 really click on this fall and we have manage phase or relabel 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 include it click 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 simply call it new and click enter so now you can see we have one lead produced let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just simply click on new now when you create a lead we can in fact click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced remember and then we have invite teammates so from here I can invite the staff member 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 publish files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re done with this you can really click enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one called 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 deleting and sharing too 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 discover these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create 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 switch to our basic Gmail really quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what occurs is I can actually create a follow-up emails and various storage emails here and we have active instructs so utilizing is actually simple you can start free of charge by just 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 provide some context about my profession and how it connects to. As a freelance journalist, I have actually worked with many customers, managed multiple tasks all at once, and kept an extensive network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my quest for an option, I explored various platforms but discovered them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, giving you a clear overview of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to manage and monitor the development of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from list building to task conclusion.
You can categorize contacts, create customized phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can assign jobs, share crucial e-mails, and collaborate in real-time, enhancing efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop templates for typical e-mail actions, schedule follow-ups, and established pointers, conserving you valuable time and effort.
in Regards to 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 extensive designer documentation, making it simple to incorporate with other tools and develop custom solutions.
This versatility enables freelance journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software application advancement projects, from ideation to deployment.
You can create custom-made phases for different development stages, assign jobs to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use functions, lessening the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more cost effective service, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and customer relationships is vital to your success. deals a instinctive and affordable solution that effortlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, editor, or content developer, 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 effect of Streak CRM in your freelance journalism endeavors.