As a skilled freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to use Zapier Streak Crm Mailchimp for your customer relations cooperation interaction and a lot more so let’s enter 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 add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete beginner it will help you tailor a best procedure for your team and you will have the ability to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this alternative 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 on add to Chrome click ADD extension and your extension will be included alright 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 simply sign in make certain to sign.
into the exact 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 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 recently viewed all tracked e-mails and updated reply and after that we have this new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will provide your stage a name let’s state that you really wanted to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really pick various colors for each of the stages but I think all of these are actually already created so this is really quite impressive what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration 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 various fields that you want so you will click on this plus here and we have free type a date check box drop down General e-mail e-mail tracking task calls and meetings so I don’t 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 in fact missing and I’ll actually reorganize and put the notes here all right e-mail thread count close date all right business’s size offer size and Company size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually created by date produced fans and more so I actually want to choose the created.
by or perhaps the followers due to the fact that I want to keep an eye on my staff member 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 great deal of choices readily available within streak is in fact among the easiest and one of the most uh you understand versatile out there it’s very 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 go with the task phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it various various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others real estate support and customized So within our assistance you can see we have incoming designated dealing with solved and noise this is really pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to opt for 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 in fact looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click enter so now you can see we have actually one lead produced 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 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 however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click on new now as soon as you create a lead we can actually click on this link 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 after that we have invite teammates so from here I can invite the employee we have include columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and then 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 create a lead within your once you’re made with this you can really 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what happens is I can really create a follow-up emails and various storage emails here and we have active advises so utilizing is really simple you can begin free of charge by just including the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a self-employed journalist, I have actually worked with numerous customers, handled several jobs all at once, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my quest for a solution, I checked out various platforms however found them to be either too complex or too costly 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 seamlessly integrates with Gmail, making it perfect for independent journalists who greatly count on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails easily, providing you a clear summary of your interactions with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to keep an eye on the development and manage of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from lead generation to task completion.
You can classify contacts, produce custom-made stages, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share essential emails, and team up in real-time, enhancing efficiency and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and established pointers, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software development. Here’s how:.
offers a robust API and extensive developer documents, making it simple to integrate with other tools and develop custom-made options.
This flexibility permits freelance reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application development tasks, from ideation to release.
You can create custom-made stages for various advancement stages, assign jobs to employee, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, minimizing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more inexpensive service, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email interaction.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. deals a intuitive and inexpensive service that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.