As an experienced freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and nurturing client 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 provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to use What Can We Do With Streak Crm for your client relations cooperation communication and much more so let’s get into it first off you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete beginner it will help you personalize a perfect process for your group and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s completely free so when you get to the site you’ll get this choice here which is contribute 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 on contribute to Chrome click on ADD extension and your extension will be added okay 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 simply sign in ensure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this brand-new choice 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 brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact select various colors for each of the stages however I believe all of these are really already created so this is actually quite remarkable 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 kind of like the exact same thing we just choose 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 demo here and then we have working out with negotiating I can choose 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 want so you will click on this plus here and we have totally free form a date check box fall General e-mail email tracking job calls and conferences so I do not 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 in fact rearrange and put the notes here all right e-mail thread count close date alright business’s size deal size and Business size okay let’s eliminate the business size and I’m gon na actually find something else within the general where we have actually developed by date developed followers and more so I in fact want to choose the created.
by or maybe the fans because I wish to keep track of 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 desired for my pipeline now you can see there are a lot 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 extremely easy to use with design templates we have tasks too within my project again if I didn’t wish to choose these sales if I made with jobs then I can opt for the task phases right here and again the fields the process is going to be comparable you will choose 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 employing then this is going to be your phases job search financier fundraising others property support and custom So within our support you can see we have inbound designated dealing with resolved and sound this is in fact pretty good and we also have custom where I can actually start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will simply take a second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can really click this fall and we have manage stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have one lead created let’s state 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 add another lead let’s call it new two we can actually open this up in a brand-new tab from here too but 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 state there was a contacted as well there’s one negotiating so I’ll just merely click on new now when you develop a lead we can really click here and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have welcome colleagues so from here I can welcome the employee we have add columns we have emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the comments at the top here 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 really click on go into 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 gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can discover these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information 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 easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the combine email and with merge e-mail what takes place is I can really develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can get started totally free by simply adding the combination and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent journalist, I’ve worked with many clients, managed several tasks all at once, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too pricey 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 customer relationship management tool that effortlessly integrates with Gmail, making it ideal for independent journalists who heavily rely on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear summary of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to handle and monitor the progress of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from lead generation to project conclusion.
You can classify contacts, develop custom phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential emails, and team up in real-time, enhancing performance and guaranteeing everybody remains on the same page.
Customizable Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can develop templates for typical e-mail actions, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software application development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and substantial designer paperwork, making it easy to incorporate with other tools and construct customized options.
This versatility enables self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to deployment.
You can create custom-made stages for various advancement stages, designate jobs to team members, and track development effectively.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Cost:.
offers a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more detailed suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Combination:.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
Conclusion:.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. deals a user-friendly and economical service that flawlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced 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, author, or content developer, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.