As an experienced freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be revealing you how to utilize Streak Crm Mail Merge for your consumer relations collaboration communication and far more so let’s get into it to start with you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our easy 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 newbie it will help you customize an ideal process for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is available as an extension and it’s totally complimentary so as soon as you get to the site 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 on 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 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 sure to sign.
into the exact same Gmail that you have actually added 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 permit after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails 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 new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various options 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 actually a lead gotten in touch with pitched demonstration 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 priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will give your phase a name let’s state that you really wished 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 provide it your color so we can actually pick different colors for each of the stages however I think all of these are in fact currently produced so this is really quite excellent what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and then we have negotiating with negotiating I can choose 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 complimentary form a date check box drop down General email e-mail tracking job calls and meetings 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 out on and I’ll actually rearrange and put the notes here okay email thread count close date all right business’s size offer size and Business size fine let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually developed by date produced fans and more so I in fact wish to choose the produced.
by or possibly the fans because I wish to keep track of my staff member that are actually 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 alternatives readily available within streak is really among the simplest and one of the most uh you know flexible out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t wish to go for these sales if I finished with jobs then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise offer it various various colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others real estate assistance and customized So within our assistance you can see we have inbound appointed dealing with fixed and sound this is in fact pretty good and we also have custom where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click on this fall and we have handle phase or rename so as I proceed as I add different 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 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 get in so now you can see we have one lead produced 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 new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a contacted as well there’s one working out so I’ll just merely click brand-new now once you create a lead we can really click here and it will now open up the different 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 welcome teammates so from here I can welcome the staff member we have add columns we have emails files and comments 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 then we have the remarks 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 produce a lead within your as soon as you’re made with this you can actually click get in and it will be closed now it will show 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 gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have private option we have these three dots where we can find these stages Combinations and automation this is among the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily 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 switch to our basic Gmail really easily from here and it will likewise reveal 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 merge email and with combine e-mail what takes place is I can in fact produce a follow-up emails and various storage emails here and we have active instructs so utilizing is truly easy you can begin totally free by just including the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a self-employed reporter, I have actually dealt with various customers, handled several projects all at once, and kept an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a service, I explored different platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who greatly count on email communication. Here are some essential advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your emails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your projects and jobs.
Efficient 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, create custom-made phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important emails, and work together in real-time, improving efficiency and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop templates for typical email responses, schedule follow-ups, and established pointers, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer documents, making it easy to incorporate with other tools and construct custom-made services.
This flexibility enables freelance reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to implementation.
You can develop customized phases for various development stages, assign jobs to team members, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly functions, decreasing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly option, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email communication.
As a freelance reporter, managing your hiring process and client relationships is paramount to your success. deals a user-friendly and inexpensive option that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.