As a seasoned freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to use Streak Demo Crm for your client relations cooperation interaction and a lot more so let’s enter it first off you need to go to streak.com and you will arrive at this website right here now is a sort 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 remarkable and I’ll show you how to do that as a complete newbie it will help you tailor a best process for your team and you will be able to get your work done now let’s in fact enter the procedure now is available as an extension and it’s completely totally free so when you get to the site you’ll get this alternative here which is add 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 add to Chrome click ADD extension and your extension will be added fine it’s done and now it is adding 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 check in make certain to sign.
into the very 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 merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-new alternative 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 resembles our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will offer your stage a name let’s state that you really wished to produce another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose different colors for each of the stages however I think all of these are in fact currently developed so this is in fact quite excellent what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and then we have working out 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 various fields that you desire so you will click this plus here and we have free kind a date check box fall General e-mail email tracking job calls and conferences so I don’t 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 choose 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 alright company’s size deal size and Company size all right let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have created by date produced followers and more so I actually want to choose the produced.
by or perhaps the fans since I want to track my employee that are in fact following this so I will you know 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 great deal of options readily available within streak is in fact among the easiest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my job again if I didn’t want to choose these sales if I finished with tasks then I can opt for the task phases right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it different different colors we also have organization Dev here you can see then we have working with 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 support you can see we have incoming designated working on solved and sound this is really respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on create private 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 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click this drop down and we have manage stage or relabel so as I continue 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 add 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 go into so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new two we can really open this up in a 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 2 leads then let’s say there was a called as well there’s one working out so I’ll just merely click on new now when you produce a lead we can actually click on this link and it will now open the various 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 created keep in mind and then we have welcome teammates so from here I can invite the staff member we have include columns we have emails files and comments you can switch to the emails and it will show 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 create a lead within your once you’re made with this you can in fact click get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these phases Combinations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail really easily from here and it will likewise show me the emails 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 merge e-mail and with merge email what occurs is I can in fact create a follow-up emails and different storage emails here and we have active instructs so using is truly easy you can begin free of charge by just adding the integration and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As an independent reporter, I’ve worked with numerous customers, managed numerous tasks at the same time, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for a service, I checked out different platforms however found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance reporters who heavily count on e-mail communication. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, providing you a clear overview of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to keep track of the progress and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce customized stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, enhancing performance and guaranteeing everyone remains on the same page.
Customizable Workflows:.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can create templates for common email reactions, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and build custom-made options.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software development projects, from ideation to release.
You can produce custom stages for various advancement stages, designate tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, reducing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
offers a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid subscription.
Functions and Complexity:.
offers a more comprehensive suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. deals a affordable and instinctive service that flawlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice 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 managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.