As an experienced freelance journalist, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to utilize Streak Crm Export All Email Addresses for your customer relations cooperation communication and far more so let’s get into it first of all you need 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 simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total newbie it will assist you customize a perfect process for your group and you will have the ability to get your work done now let’s really enter the procedure now is offered 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 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 alright 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 merely sign in make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable 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 seen all tracked e-mails 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 is like our brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out 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 email from lead Source top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will give your stage a name let’s state that you in fact wanted to produce another um you understand stage 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 in fact pick different colors for each of the stages but I believe all of these are really already created so this is really quite excellent what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and after that we have working out with negotiating I can opt for 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 various fields that you want so you will click on this plus here and we have totally free type a date check box fall General email email 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 opt for this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date okay company’s size deal size and Business size fine let’s eliminate the company size and I’m gon na really discover something else within the general where we have actually developed by date developed followers and more so I in fact wish to opt for the created.
by or perhaps the followers due to the fact that I wish to keep an eye on my employee that are actually following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of choices offered within streak is really among the simplest and among the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my job once again if I didn’t want to choose these sales if I finished with projects then I can go with the project phases right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise give it different different colors we likewise have service Dev here you can see then we have working with so if you do working with then this is going to be your stages task search financier fundraising others realty support and custom So within our assistance you can see we have actually inbound assigned dealing with fixed and sound this is actually respectable and we likewise have custom where I can actually start something from the scratch absolutely according to my business for me we merely 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 a team member so I’m going to go with the shared one here and click create now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click on this drop down and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just merely 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 include a box in the lead area here and let’s simply call it new and click get in so now you can see we have actually one lead created let’s say that there is really closed one so I’m going to add 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 in fact open this up in a 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 new now when you create a lead we can actually click here and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced remember and then we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish 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.
attachments so this is how you produce a lead within your when you’re finished with this you can really click on enter and it will be closed now it will reveal you something like this we have all of our information gathered 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 various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom develops 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 develop a new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the merge e-mail and with merge email what happens is I can in fact create a follow-up emails and different storage emails here and we have active advises so utilizing is actually easy you can get started free of charge by just adding the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As a self-employed reporter, I have actually worked with many clients, handled numerous projects simultaneously, and kept a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for an option, I explored numerous platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance journalists who greatly depend on email communication. Here are some key advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, providing you a clear summary of your communications with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from lead generation to job completion.
You can classify contacts, produce custom stages, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial emails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce design templates for common e-mail reactions, schedule follow-ups, and established pointers, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it easy to integrate with other tools and construct customized services.
This versatility permits freelance journalists with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software development jobs, from ideation to implementation.
You can develop custom stages for different development phases, assign tasks to employee, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, reducing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring process and client relationships is vital to your success. offers a user-friendly and budget-friendly solution that perfectly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.