As an experienced freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this post, I will dig into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be showing you how to utilize Add Contact To Streak Crm for your consumer relations collaboration communication and far more so let’s get into it first of all you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total beginner it will assist you customize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s entirely complimentary so once you get to the site you’ll get this alternative here which is add 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 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 just 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 merely scroll down and click allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails 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 is like our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size company size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will offer your phase a name let’s say that you in fact wanted to develop another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose different colors for each of the stages however I think all of these are really currently created so this is in fact pretty impressive what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are type of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact 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 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 complimentary type a date check box drop down General email email tracking task calls and conferences so I don’t 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 go with this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here all right email thread count close date alright company’s size offer size and Business size fine let’s eliminate the business size and I’m gon na really find something else within the general where we have actually developed by date created fans and more so I actually wish to opt for the produced.
by or maybe the followers because I want to keep an eye on my staff member that are in fact following this so I will you understand 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 great deal of options offered within streak is really one of the easiest and one of the most uh you know versatile out there it’s very easy to use with templates we have jobs too within my project once again if I didn’t want to opt for these sales if I finished with projects then I can opt for the job phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also offer it various different colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have inbound assigned dealing with resolved and noise this is really pretty good and we also have custom-made where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click on 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 develop now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can really click on this drop down and we have manage phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here include a box so click on 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 state that there is really 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 brand-new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and then we have invite teammates so from here I can welcome the team members we have add columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even upload files and then 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 produce a lead within your when you’re finished with this you can actually click on enter 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 called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll be able 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 change to our easy Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with combine email what takes place is I can in fact develop a follow-up emails and various storage e-mails here and we have active advises so using is actually easy you can get going for free by just including the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed journalist, I’ve worked with numerous customers, handled several tasks concurrently, and kept an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my mission for an option, I checked out numerous platforms however found them to be either too intricate 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 integrates with Gmail, making it perfect for freelance journalists who heavily depend on email communication. Here are some key advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and monitor the development of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to job completion.
You can categorize contacts, produce custom stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates collaboration by permitting you to share pipelines and interact with team members within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, enhancing performance and ensuring everyone remains on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce design templates for typical e-mail responses, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial developer documents, making it easy to integrate with other tools and build custom-made solutions.
This flexibility allows independent journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application development jobs, from ideation to implementation.
You can create customized phases for various advancement stages, designate tasks to team members, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Affordable service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical service, specifically for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a self-employed journalist, handling your hiring process and client relationships is critical to your success. offers a intuitive and inexpensive option that seamlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.