As an experienced freelance reporter, I understand the obstacles of handling projects, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to utilize Streak Crm Change Email Address for your consumer relations partnership communication and much more so let’s get into it first of all you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total beginner it will assist you customize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s completely totally free 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 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 included all right it’s done and now it is contributing 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 just check in make certain to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this new option 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 is like our new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size company size close rate email 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 offer your stage a name let’s say that you actually wanted to produce another um you understand phase here for example 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 choose various colors for each of the stages but I believe all of these are in fact already created so this is in fact pretty impressive what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are type of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo 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 various fields that you want so you will click this plus here and we have totally free kind a date check box fall General e-mail email tracking job 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 choose this one here this is the field that was actually missing and I’ll really rearrange and put the notes here all right email thread count close date alright business’s size deal size and Company size alright let’s eliminate the business size and I’m gon na really find something else within the basic where we have developed by date developed followers and more so I in fact want to opt for the produced.
by or perhaps the followers because I wish to keep an eye on my team members that are actually following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is in fact one of the simplest and one of the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my task again if I didn’t wish to go for these sales if I made with tasks then I can opt for the task stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also offer 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 phases job search investor fundraising others real estate assistance and customized So within our support you can see we have actually incoming designated working on resolved and noise this is really respectable and we also have custom where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a staff member 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 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 actually click this fall and we have manage phase or relabel so as I continue as I include 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 include 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 on enter so now you can see we have 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 brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted as well there’s one working out so I’ll just simply click on brand-new now when you create a lead we can in fact click on this link and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and remarks 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 develop a lead within your once you’re done with this you can in fact click get in and it will be closed now it will show 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 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 carry out bulk actions such as erasing and sharing too uh one more 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 among the crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what happens is I can actually develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually easy you can begin for free by just adding the integration and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I’ve dealt with many clients, managed multiple tasks at the same time, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my mission for a solution, I checked out various platforms however found them to be either too complicated 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 client relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who heavily rely on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails easily, giving you a clear summary of your interactions with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to keep track of the progress and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to job completion.
You can classify contacts, develop custom stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates cooperation by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share essential e-mails, and collaborate in real-time, improving productivity and ensuring everyone stays on the very same page.
Personalized Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and substantial developer documentation, making it simple to incorporate with other tools and develop custom-made options.
This versatility permits self-employed journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to handle software advancement jobs, from ideation to release.
You can produce custom phases for various development stages, assign jobs to team members, and track development effectively.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
provides a more budget-friendly option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
Conclusion:.
As a self-employed reporter, handling your hiring procedure and client relationships is critical to your success. deals a economical and user-friendly solution that flawlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, author, or editor creator, 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.