As a skilled freelance journalist, I understand the obstacles of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will dig 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 guys welcome back in this video I will be showing you how to use Streak And Motion Ai Chatbot-enabled Crm Jill Avery Thomas Steenburgh for your client relations partnership interaction and much more so let’s enter it first off you require to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute to our basic 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 total beginner it will assist you tailor an ideal process for your team and you will be able to get your work done now let’s actually enter the process now is readily available as an extension and it’s entirely complimentary so once you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to select 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 all right it’s done and now it is adding 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 make certain to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this 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 new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various options to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead called pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wished to develop another um you understand 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 really select different colors for each of the stages however I believe all of these are in fact already developed so this is in fact quite remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and then we have working out with negotiating I can go with 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 type a date check box drop down General email 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 choose this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here fine e-mail thread count close date fine company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually produced by date produced followers and more so I actually want to choose the developed.
by or possibly the fans because I want to track my staff member that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options available within streak is actually among the easiest and among the most uh you understand versatile out there it’s very easy to use with templates we have tasks too within my project once again if I didn’t want to go for these sales if I made with jobs then I can choose the project stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various different 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 stages task search investor fundraising others property support and custom So within our assistance you can see we have actually incoming designated working on resolved and sound this is actually respectable and we also have custom where I can actually start something from the scratch totally according to my organization for me we just have the sales so I’m gon na go with the sales here and click on produce 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 create now it will just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle phase or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click on enter so now you can see we have actually one lead produced 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 brand-new I’m going to add another lead let’s call it new 2 we can in fact 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 state there was a contacted as well there’s one negotiating so I’ll just merely click on new now as soon as you produce a lead we can really click here and it will now open up the different 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 developed keep in mind and after that we have welcome teammates so from here I can invite the employee we have add columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re made with this you can actually click on go into and it will be closed now it will show you something like this we have all of our data gathered 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 perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for alerts for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what occurs is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually simple you can start free of charge by just including the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a self-employed journalist, I’ve worked with many clients, managed several jobs at the same time, and kept an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my mission for an option, I explored 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 self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on email interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, providing you a clear summary of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to monitor the progress and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from lead generation to task conclusion.
You can classify contacts, produce custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share important emails, and collaborate in real-time, enhancing productivity and ensuring everyone stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it simple to incorporate with other tools and build custom-made services.
This versatility permits self-employed journalists with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement projects, from ideation to release.
You can create custom stages for various development stages, designate jobs to employee, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, lessening the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical option, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is critical to your success. offers a intuitive and cost effective service that flawlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, writer, or content creator, 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 effect of Streak CRM in your freelance journalism endeavors.