As an experienced freelance journalist, I understand the difficulties of handling tasks, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages 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 beginners hey guys welcome back in this video I will be revealing you how to utilize Why Is A Url Required For Streak Crm for your customer relations partnership interaction and far more so let’s enter into it first off 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 easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete novice it will assist you tailor an ideal process for your team and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s totally totally free so once you get to the website you’ll get this option here which is add 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 on contribute to Chrome click ADD extension and your extension will be added 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 simply sign in make certain to sign.
into the very 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 just scroll down and click enable after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this brand-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 resembles our brand-new control panel for here I’ll have the ability 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 new pipeline let’s really do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing okay 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 company 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 this Plus on top and you will give your phase a name let’s say that you in fact wished to create another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually select different colors for each of the stages however I think all of these are in fact currently created so this is actually quite impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo here and then we have working out with negotiating I can opt for 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 different fields that you want so you will click on this plus here and we have totally free form a date check box drop down General e-mail email tracking task calls and conferences so I don’t see anything for the course and meetings 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 out on and I’ll actually rearrange and put the notes here fine email thread count close date alright company’s size offer size and Company size all right let’s get rid of the company size and I’m gon na actually find something else within the basic where we have actually produced by date produced fans and more so I actually want to choose the created.
by or possibly the followers because I want to keep an eye on my team members that are really 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 choices available within streak is actually one of the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my task once again if I didn’t want to go for these sales if I finished with projects then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various various colors we likewise have service Dev here you can see then we have working with so if you do employing then this is going to be your stages task search financier fundraising others realty support and custom-made So within our support you can see we have actually incoming designated dealing with dealt with and sound this is actually respectable and we also 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 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 on create now it will just take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage stage or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click 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 brand-new and click on go into so now you can see we have actually one lead created let’s state that there is actually 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 in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this 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 when you create a lead we can in fact click on this link and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and after that we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re done with this you can really click enter and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one contacted 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 also uh one more thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations custom-made 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 easily and create 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 very easily from here and it will also show me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with merge e-mail what takes place is I can in fact create a follow-up emails and different storage e-mails here and we have active advises so using is really easy you can get going totally free by just including the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As a self-employed reporter, I have actually dealt with various customers, managed numerous projects at the same time, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for an option, I explored various platforms but discovered them to be either too complicated or too costly 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 integrates with Gmail, making it ideal for freelance journalists who heavily depend on email interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to handle and monitor the progress of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to job completion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can designate jobs, share important e-mails, and work together in real-time, improving performance and making sure everybody remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can develop design templates for common e-mail responses, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial developer documents, making it easy to incorporate with other tools and develop custom-made services.
This flexibility enables freelance reporters with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software advancement tasks, from ideation to release.
You can produce custom-made phases for various development phases, assign tasks to staff member, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, lessening the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable option, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a budget friendly and instinctive solution that flawlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, 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 effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.