As a seasoned freelance reporter, I understand the challenges of managing jobs, tracking leads, and supporting client relationships. In this short article, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be revealing you how to utilize Contact Form Linked With Streak Crm for your consumer relations cooperation interaction and much more so let’s get into it firstly you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total newbie it will assist you personalize 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 available as an extension and it’s entirely free so when you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be added okay 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 simply sign in make sure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this new alternative 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 resembles our brand-new control panel for here I’ll be able to produce a brand-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 options first off we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration 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 concern industry 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 on this Plus at the top and you will give your stage a name let’s say that you really wanted to produce another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick different colors for each of the stages but I think all of these are actually already created so this is actually quite excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration 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 in fact let’s eliminate the demonstration here and then we have negotiating 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 kind a date check box drop down General email e-mail tracking job calls and meetings so I do not 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 choose this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date okay company’s size offer size and Company size all right let’s get rid of the business size and I’m gon na actually discover something else within the general where we have produced by date created fans and more so I actually want to go for the created.
by or perhaps the fans because I wish to monitor my employee that are actually following this so I will you know 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 alternatives available within streak is in fact one of the simplest and among the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my task again if I didn’t wish to go for these sales if I did with jobs then I can choose the project stages right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also give it different different colors we also have organization Dev here you can see then we have employing 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 assistance you can see we have actually inbound appointed working on resolved and sound this is really pretty good and we also have customized where I can actually start something from the scratch completely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click on this drop down and we have manage stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include 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 just call it brand-new and click on enter so now you can see we have one lead created let’s say that there is actually closed one so I’m going to include 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 new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can really click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I developed and we have all of these various 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 include columns we have e-mails files and remarks you can switch to the e-mails 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 again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re made with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our data gathered 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 choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our basic Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with combine email what happens is I can actually produce a follow-up emails and different storage emails here and we have active advises so using is truly simple you can begin for free by simply including the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it associates with. As a freelance journalist, I’ve dealt with many clients, managed multiple jobs simultaneously, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for an option, I checked out different platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent reporters who greatly rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails easily, offering you a clear summary of your communications with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it simple to manage and keep track of the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from list building to task completion.
You can categorize contacts, create customized phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share crucial e-mails, and team up in real-time, boosting productivity and ensuring everybody stays on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can develop design templates for common e-mail responses, schedule follow-ups, and set up suggestions, 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 application development. Here’s how:.
provides a robust API and extensive designer documentation, making it simple to incorporate with other tools and build customized services.
This flexibility allows independent reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to deployment.
You can create custom phases for different advancement phases, designate tasks to employee, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail communication.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. offers a cost effective and intuitive service that effortlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.