As a seasoned freelance journalist, I understand the challenges of managing projects, tracking leads, and nurturing customer relationships. In this short article, I will dig into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be revealing you how to utilize How To Connect A Streak App To The Crm for your client relations cooperation interaction and a lot more so let’s get into it firstly you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total beginner it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s entirely free so as soon as you get to the site 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 contribute 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 merely sign 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 gain access to and we’re gon na merely scroll down and click permit after including 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 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 have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various options first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have 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 e-mail from lead Source priority industry deal size business size close rate email 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 provide your stage a name let’s say that you in fact wished to produce another um you understand phase here for example let’s say I didn’t have no strings so I can create 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 actually currently developed so this is in fact pretty remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and then 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 various fields that you want so you will click this plus here and we have free type a date check box drop down General e-mail e-mail tracking job calls and conferences 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 go with this one here this is the field that was really missing and I’ll really rearrange and put the notes here alright e-mail thread count close date alright business’s size deal size and Company size all right let’s get rid of the company size and I’m gon na really discover something else within the general where we have actually developed by date created followers and more so I in fact want to choose the produced.
by or maybe the followers since I wish to keep an eye on my team members that are in fact 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 choices readily available within streak is actually among the easiest and among the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my task once again if I didn’t wish to go for these sales if I finished with tasks then I can choose the project phases right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also give it various different colors we likewise 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 assistance and custom-made So within our support you can see we have incoming appointed working on dealt with and sound this is really pretty good and we likewise have custom where I can actually start something from the scratch totally according to my service for me we merely have the sales so I’m gon na go with the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will just 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 really click 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 merely click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click get in so now you can see we have one lead created let’s say that there is in fact 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 brand-new two we can really 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 say there was a contacted also there’s one working out so I’ll just simply click new now when you develop 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 produced and we have all of these different columns we have the fields that we developed remember and after that we have invite colleagues so from here I can invite the staff member we have add columns we have emails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments 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 develop a lead within your once you’re finished with this you can in fact click on enter and it will be closed now it will reveal you something like this we have all of our information collected 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine email and with merge email what takes place is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so utilizing is really easy you can get started free of charge by simply including the combination and now you understand how to use as a complete novice do not.
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 reporter, I’ve worked with numerous clients, managed multiple tasks simultaneously, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a central system to improve my operations.
In my mission for a service, I checked out numerous platforms but found them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who heavily rely on email interaction. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, providing you a clear introduction of your interactions with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to manage and keep track of the progress of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from lead generation to task conclusion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in partnership by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important emails, and team up in real-time, enhancing performance and guaranteeing everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce design templates for common e-mail actions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive designer documents, making it easy to integrate with other tools and build custom-made options.
This flexibility permits independent reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to deployment.
You can develop custom phases for different development stages, appoint tasks to team members, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more economical service, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a freelance reporter, handling your hiring procedure and client relationships is critical to your success. deals a instinctive and budget friendly option that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.