As a seasoned freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to use Streak Español Crm for your consumer relations cooperation interaction and a lot more so let’s enter into it first off you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete novice it will assist you customize an ideal process for your team and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s completely complimentary so as soon as you get to the site 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 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 merely sign in ensure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and updated reply and after that we have this new option which is the pipeline so if I click on 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 dashboard for here I’ll be able to develop a 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 really do that you will click on 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 actually we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size business size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will offer your stage a name let’s state that you in fact wished to produce 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 offer it your color so we can really pick various colors for each of the stages but I think all of these are actually already created so this is actually pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that 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 different fields that you want so you will click on this plus here and we have free type a date check box drop down General e-mail email 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 in fact reorganize and put the notes here fine email thread count close date okay business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na really find something else within the basic where we have actually developed by date created followers and more so I really wish to choose the developed.
by or perhaps the fans since I wish to monitor my staff member 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 lot of options readily available within streak is really one of the easiest and among the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my job again if I didn’t wish to go for these sales if I did with projects then I can opt for the task stages right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also provide it various different colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others real estate support and custom So within our assistance you can see we have actually incoming designated working on fixed and sound this is in fact respectable and we likewise have custom where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click on 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 produce now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click this drop down and we have manage stage or rename so as I continue as I add various 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 add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have one lead developed let’s say that there is really closed one so I’m going to add 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 two we can in fact 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 2 leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click on brand-new now as soon as you produce a lead we can really click here and it will now open 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 after that we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even upload 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 develop a lead within your once you’re finished with this you can really click go into and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 as well uh one more thing with srix on top you will be able to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact create a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is really easy you can begin for free by just adding the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed journalist, I have actually worked with many clients, handled numerous jobs all at once, and preserved an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my mission for a service, I explored various platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear overview of your communications with customers, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to keep an eye on the development and manage of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from list building to task conclusion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial e-mails, and team up in real-time, enhancing productivity and making sure everybody stays on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce design templates for typical e-mail reactions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documents, making it easy to incorporate with other tools and construct customized services.
This versatility allows freelance reporters with coding skills to extend the functionality of and tailor it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to deployment.
You can create custom phases for different advancement stages, designate jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, reducing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring process and client relationships is vital to your success. deals a budget-friendly and instinctive option that seamlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.