As a seasoned freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will delve into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be revealing you how to utilize Streak Crm Email Templates for your consumer relations cooperation interaction and much more so let’s enter into it firstly you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete beginner it will help you customize a perfect process for your team and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s entirely free so once you get to the site you’ll get this choice here which is add 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 on add to Chrome click on 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 directly 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 sign in make sure 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 gain access to and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this 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 new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually 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 select these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will provide your phase a name let’s say that you really wanted to develop another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually choose various colors for each of the stages however I believe all of these are really currently developed so this is really pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo here and then we have negotiating with negotiating I can choose 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 different fields that you desire so you will click on this plus here and we have totally free form a date check box fall General e-mail 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 in fact reorganize and put the notes here all right email thread count close date all right company’s size deal size and Company size all right let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually developed by date developed fans and more so I in fact wish to opt for the produced.
by or possibly the followers because I wish to keep track of my employee that are in fact following this so I will you know 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 among the simplest and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my job again if I didn’t want to opt for these sales if I did with tasks then I can opt for the job stages right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise provide it various different colors we likewise have business Dev here you can see then we have working with so if you do working with then this is going to be your stages task search financier fundraising others real estate support and custom So within our support you can see we have actually inbound assigned dealing with fixed and sound this is actually respectable and we also have custom where I can actually start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose the sales here and click produce personal 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 produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click this fall and we have manage phase or relabel so as I proceed 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 include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on get in so now you can see we have actually one lead produced 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 add another lead let’s call it brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a called too there’s one working out so I’ll just merely click on new now once you develop a lead we can actually click here 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 remember and then we have invite colleagues so from here I can invite the staff member we have include columns we have emails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish 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.
accessories so this is how you create a lead within your when you’re done with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two 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 carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with combine e-mail what takes place is I can really create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually easy you can begin for free by just adding the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I have actually worked with numerous customers, handled numerous tasks simultaneously, and maintained a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a service, I explored different platforms but discovered them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance reporters who heavily depend on email communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails easily, providing you a clear summary of your communications with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to manage and keep an eye on the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to task completion.
You can classify contacts, develop customized stages, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with team members within the platform.
You can assign tasks, share essential e-mails, and team up in real-time, boosting productivity and ensuring everyone stays on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop templates for common email reactions, schedule follow-ups, and established pointers, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive developer documents, making it easy to incorporate with other tools and build customized services.
This versatility permits independent reporters with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to release.
You can develop custom-made stages for various development stages, designate tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use functions, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective service, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and customer relationships is critical to your success. deals a cost effective 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 innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, writer, or editor creator, 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 impact of Streak CRM in your freelance journalism ventures.