As an experienced freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to use Streak Personal Crm for your customer relations partnership interaction and much more so let’s enter into it first off you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add 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 truly remarkable and I’ll reveal you how to do that as a total novice it will help you personalize an ideal procedure for your group and you will be able to get your work done now let’s really get into the procedure now is available as an extension and it’s entirely free so as soon as you get to the website you’ll get this alternative here which is add 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 on ADD extension and your extension will be added alright 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 certain to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-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 is like 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 produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various options 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 a lead contacted pitched demonstration 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 priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will give your stage a name let’s state that you really wished to produce another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really select various colors for each of the stages but I think all of these are really currently produced so this is really quite impressive what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo 2 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 complimentary kind a date check box fall General e-mail email tracking task calls and meetings 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 out on and I’ll really reorganize and put the notes here okay e-mail thread count close date all right business’s size deal size and Company size alright let’s eliminate the company size and I’m gon na actually find something else within the basic where we have developed by date produced fans and more so I in fact wish to opt for the created.
by or perhaps the followers because I wish to monitor my team members that are actually 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 alternatives offered within streak is really one of the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t want to choose these sales if I did with projects then I can opt for the project phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also give it various various colors we also have business Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others realty support and custom So within our support you can see we have actually inbound assigned working on fixed and noise this is actually respectable and we likewise have customized where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can in fact click on this drop down and we have handle phase or relabel 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 add 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 section here and let’s just call it brand-new and click on enter so now you can see we have one lead developed let’s state that there is actually 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 include another lead let’s call it new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click on brand-new now when you create a lead we can really click here and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced 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 change to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can in fact click on go into 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 gotten in touch with 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 erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can find these stages Integrations and automation this is one of the essential ones click on this link and you’ll be able to actually incorporate 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 information they really easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what occurs is I can actually develop a follow-up e-mails and different storage emails here and we have active advises so using is actually easy you can get going free of charge by just adding the combination and now you know how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I have actually dealt with many clients, managed several projects simultaneously, and preserved a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for a solution, I checked out different platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who heavily rely on email communication. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to manage and keep an eye on the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to job conclusion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
facilitates collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important emails, and work together in real-time, enhancing productivity and ensuring everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive jobs.
You can produce templates for typical e-mail responses, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software development. Here’s how:.
supplies a robust API and extensive designer paperwork, making it simple to integrate with other tools and construct customized services.
This versatility permits freelance journalists with coding skills to extend the performance of and customize it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to implementation.
You can create customized stages for various advancement phases, designate tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget friendly option, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. deals a intuitive and economical service that effortlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.