As a seasoned freelance reporter, I comprehend the challenges of managing projects, tracking leads, and nurturing client relationships. In this article, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use Who Uses Streak Crm for your customer relations partnership interaction and much more so let’s get into it to start with 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 easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total novice it will help you customize a perfect procedure for your group and you will have the ability to get your work done now let’s really get into the process now is offered as an extension and it’s totally complimentary so as soon as you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to choose 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 added okay 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 merely check in ensure to sign.
into the very 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 simply scroll down and click enable after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and upgraded reply and then we have this new choice which is the pipeline so if I click on 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 be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various choices firstly 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 demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will give your stage a name let’s state that you really wanted to develop another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually pick various colors for each of the stages however I think all of these are really currently produced so this is actually quite outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are sort 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 actually 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 this plus here and we have free form a date check box drop down General e-mail e-mail tracking task calls and meetings 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 go with this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here all right e-mail thread count close date okay business’s size deal size and Company size all right let’s eliminate the business size and I’m gon na actually find something else within the basic where we have actually developed by date created fans and more so I in fact wish to go for the produced.
by or perhaps the followers because I want to monitor my team members that are really following this so I will you know 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 lot of alternatives readily available within streak is actually among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t wish to opt for these sales if I finished with jobs then I can opt for the task stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise give it different various colors we likewise have company Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually inbound designated dealing with fixed and sound this is actually pretty good and we likewise have customized where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na go with the sales here and click develop private 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 pretty good now I will be able to add my Lead Series so you can really click this fall and we have handle phase or relabel so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here add a box so click on 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 get in so now you can see we have 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 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 by doing this 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 actually click here and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and after that we have the remarks 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 finished with this you can really click on get in 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 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 perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail very easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with combine e-mail what happens is I can really create a follow-up emails and various storage e-mails here and we have active advises so using is truly simple you can start totally free by simply adding the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance reporter, I’ve dealt with various clients, managed multiple projects concurrently, and kept a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a solution, I explored numerous platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily rely on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails easily, giving you a clear introduction of your interactions with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to manage and keep track of the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from lead generation to project conclusion.
You can classify contacts, produce customized phases, set reminders, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
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 work together in real-time, boosting productivity and making sure everybody remains on the very same page.
Customizable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop templates for typical email reactions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct customized solutions.
This flexibility enables self-employed reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to deployment.
You can produce customized stages for various advancement phases, appoint tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Cost:.
uses a more inexpensive option, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email interaction.
Conclusion:.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. deals a budget-friendly and user-friendly option that effortlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.