As a skilled freelance reporter, I comprehend the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to use Mautic Streak Crm for your client relations cooperation interaction and a lot more so let’s enter into it firstly you require to go to streak.com and you will arrive at 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 actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete beginner it will help you tailor an ideal process for your group and you will be able to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s totally totally free so as soon as you get to the site you’ll get this option here which is contribute 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 add to Chrome click ADD extension and your extension will be added 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 sign in make sure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this brand-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 merges so you can see this resembles our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email 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 stage you will click on this Plus on top and you will give your phase a name let’s state that you actually wished to create another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually select various colors for each of the stages but I think all of these are really currently created so this is really quite outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have working out with negotiating I can go with 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 this plus here and we have totally free form a date check box fall General e-mail e-mail tracking task 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 choose this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here all right email thread count close date fine business’s size deal size and Company size all right let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have developed by date created fans and more so I actually wish to opt for the produced.
by or maybe the followers because I wish to monitor my employee 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 desired for my pipeline now you can see there are a lot of choices offered within streak is really among the most convenient and one of the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my task once again if I didn’t want to opt for these sales if I finished with jobs then I can choose the project phases 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 also offer it different different colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others realty support and custom So within our assistance you can see we have actually incoming assigned dealing with resolved and sound this is in fact pretty good and we also have custom where I can in fact start something from the scratch totally according to my business for me we simply have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click enter so now you can see we have actually one lead created 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 brand-new I’m going to add another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too but 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 called too there’s one negotiating so I’ll just simply click brand-new now when you create 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 produced and we have all of these different columns we have the fields that we developed remember and then we have invite teammates so from here I can invite the staff member we have add columns we have e-mails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even upload files and then we have the comments 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 as soon as you’re done with this you can actually click on 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 2 leads one called and something like this and this is where you will be getting your list we can pick different 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 discover these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices 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 data they extremely quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can really create a follow-up emails and different storage emails here and we have active advises so utilizing is actually simple you can start free of charge by just adding the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a freelance journalist, I have actually worked with numerous clients, managed multiple jobs simultaneously, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for an option, I checked out numerous platforms however found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for independent journalists who heavily rely on email communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, offering you a clear overview of your communications with customers, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from lead generation to project completion.
You can categorize contacts, create custom-made stages, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important e-mails, and team up in real-time, enhancing efficiency and guaranteeing everybody stays on the same page.
Customizable Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce templates for common e-mail reactions, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and develop custom-made options.
This flexibility enables self-employed journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to deployment.
You can develop custom phases for various development phases, assign jobs to employee, and track progress effectively.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use functions, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
provides a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
supplies a more comprehensive suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Integration:.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email communication.
Conclusion:.
As a freelance reporter, handling your hiring process and client relationships is critical to your success. offers a instinctive and inexpensive solution that perfectly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.