As a seasoned freelance journalist, I comprehend the challenges of managing projects, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to utilize How To Connect Optinmonster To Streak Crm for your customer relations cooperation communication and a lot more so let’s enter it firstly you need 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 easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete novice it will assist you personalize a best procedure for your team and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be included okay it’s done and now it is adding 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 just check in make sure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen 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 combines so you can see this is like our new dashboard for here I’ll be able 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 create a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different choices first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer 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 offer your phase a name let’s state that you in fact wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually choose different colors for each of the stages but I think all of these are actually already developed so this is in fact pretty outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demonstration here and after that we have working out with negotiating I can opt for 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 totally free kind a date check box drop down General email email tracking job 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 go with 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 fine business’s size offer size and Company size all right let’s eliminate the company size and I’m gon na in fact find something else within the general where we have actually produced by date developed fans and more so I actually want to opt for the created.
by or maybe the fans because I want to keep track of my staff member that are actually following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of alternatives readily available within streak is in fact one of the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t wish to go for these sales if I finished with projects then I can go with the job stages right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also provide it different various colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others realty support and custom-made So within our assistance you can see we have incoming designated working on fixed and noise this is really respectable and we also have customized where I can in fact start something from the scratch completely according to my business for me we simply have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will simply 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 add my Lead Series so you can in fact click on this drop down and we have manage stage or relabel 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 add it click the top here include a box so click on 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 really 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 brand-new two we can really open this up in a brand-new tab from here too but 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 contacted also there’s one working out so I’ll just merely click new now once you produce a lead we can actually click here and it will now open the different 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 produced 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 comments you can change to the emails and it will reveal you the e-mails that you got in files we can even publish 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 create a lead within your as soon as you’re done with this you can actually click go into and it will be closed now it will reveal you something like this we have all of our data 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 perform bulk actions such as erasing and sharing too 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 find these phases Combinations and automation this is among the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations customized builds 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 likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can in fact produce a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly simple you can begin totally free by just adding the integration and now you understand how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I have actually dealt with various customers, managed numerous tasks concurrently, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my mission for a solution, I explored different platforms however found them to be either too complex 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 customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent journalists who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear introduction of your communications with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to handle and monitor the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from list building to job conclusion.
You can categorize contacts, create custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in partnership by permitting you to share pipelines and interact with staff member within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, boosting efficiency and making sure everybody stays on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create templates for common email actions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and develop custom services.
This flexibility allows freelance journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to implementation.
You can create custom stages for various development phases, appoint jobs to team members, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, lessening the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective option, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. offers a instinctive and cost effective solution that effortlessly incorporates 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, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, writer, or editor creator, 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 endeavors.