As a seasoned freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be revealing you how to use Streak Crm Email Extension Mozilla Firefox for your consumer relations partnership interaction and a lot more so let’s enter it first of all you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete novice it will assist you customize an ideal process for your group and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s entirely totally free so once you get to the website you’ll get this option 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 add to Chrome click ADD extension and your extension will be included alright 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 merely check in make sure to sign.
into the same Gmail that you have 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 enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and updated reply and then we have this new option 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 control panel for here I’ll have the ability 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 brand-new pipeline let’s really do that you will click new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will offer your stage a name let’s say that you in fact wanted to develop another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact select different colors for each of the stages however I believe all of these are in fact already developed so this is really pretty excellent what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and after that we have negotiating with negotiating I can choose 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 free type a date check box fall General email e-mail tracking task 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 opt for this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here fine email thread count close date all right business’s size offer size and Business size fine let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have produced by date developed followers and more so I actually wish to opt for the developed.
by or perhaps the followers due to the fact that I want to keep track of my team members that are in fact 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 lot of options available within streak is actually one of the most convenient and among the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my task again if I didn’t wish to go for these sales if I made with projects then I can go with the job phases right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it different various colors we likewise have company Dev here you can see then we have employing 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 working on fixed and noise this is actually pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on create now it will simply take a 2nd for a street to produce 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 in fact click on this fall and we have manage phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability 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 section here and let’s simply call it new and click on go into so now you can see we have one lead developed let’s state that there is really 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 actually open this up in a new tab from here too but 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 state there was a contacted also there’s one negotiating so I’ll just simply click on new now once you develop a lead we can really click here and it will now open the various fields that we included 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 remember and after that we have welcome colleagues so from here I can welcome the employee we have add columns we have emails files and comments you can change to the e-mails 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 once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re made with this you can really click enter 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can discover these stages Combinations and automation this is one of 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 notices for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail very quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge email and with merge e-mail what occurs is I can actually produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually easy you can start for free by simply including the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I have actually dealt with many clients, managed numerous jobs at the same time, and maintained a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I checked out various platforms however discovered them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to manage and keep track of the progress of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from list building to project completion.
You can categorize contacts, create custom-made phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, improving efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can develop templates for typical e-mail responses, schedule follow-ups, and established pointers, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to incorporate with other tools and develop custom-made solutions.
This flexibility enables freelance journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to deployment.
You can develop custom-made phases for different advancement phases, assign jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more inexpensive solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail communication.
As a freelance reporter, managing your hiring procedure and client relationships is paramount to your success. offers a inexpensive and intuitive solution that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.