As an experienced freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of utilizing 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 beginners hey guys invite back in this video I will be revealing you how to use How To Send Mass Emails Thru Streak Crm for your client relations collaboration interaction and much more so let’s enter it firstly you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total newbie it will assist you personalize a best procedure for your group and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s completely complimentary so when 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 contribute to Chrome click ADD extension and your extension will be included fine 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 added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-new choice which is the pipeline so if I click 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 dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration 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 top priority industry deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will give your stage a name let’s say that you actually wished to develop another um you know stage 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 in fact pick various colors for each of the stages but I think all of these are in fact currently developed so this is really quite impressive 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 sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating with negotiating I can go with 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 desire so you will click this plus here and we have complimentary kind a date check box drop down General email e-mail tracking task 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 opt for this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here alright email thread count close date fine business’s size offer size and Company size all right let’s get rid of the company size and I’m gon na really discover something else within the basic where we have produced by date created followers and more so I in fact wish to choose the produced.
by or perhaps the followers due to the fact that I wish to keep track of my staff member that are really 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 options readily available within streak is actually among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t wish to choose these sales if I made with projects then I can opt for the task stages right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it various different colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others property assistance and custom So within our assistance you can see we have incoming assigned working on solved and noise this is in fact pretty good and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click on this fall and we have handle stage 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 the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click 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 new I’m going to include another lead let’s call it new 2 we can really open this up in a 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 gotten in touch with as well there’s one negotiating so I’ll just merely click new now when you produce a lead we can in fact click here 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 developed keep in mind and then we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the comments at the top here once 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 really 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 gotten in touch with 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 carry out bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these phases Combinations and automation this is one of the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our easy Gmail really easily from here and it will likewise reveal 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 combine e-mail and with merge e-mail what occurs is I can in fact create a follow-up e-mails and different storage emails here and we have active advises so using is actually easy you can get going for free by just adding the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a freelance journalist, I’ve dealt with numerous customers, managed several projects all at once, and maintained an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for an option, I checked out various platforms but discovered them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed journalists who greatly count on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to monitor the progress and manage of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to project conclusion.
You can classify contacts, produce custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in partnership by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share important e-mails, and team up in real-time, improving performance and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create templates for common email actions, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
offers a robust API and extensive developer paperwork, making it simple to incorporate with other tools and develop custom-made options.
This flexibility enables independent reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement tasks, from ideation to implementation.
You can create customized phases for different development stages, assign tasks to employee, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly features, lessening the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable service, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring process and customer relationships is critical to your success. offers a economical and user-friendly service that seamlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.