As a skilled freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this article, I will delve into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be showing you how to utilize How To Integrate Outlook With Streak Crm for your consumer relations cooperation interaction and a lot more so let’s get into it to start with you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact 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 tailor an ideal procedure for your group and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s totally free so once you get to the website you’ll get this choice here which is add 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 on ADD extension and your extension will be added fine 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 simply sign in ensure to sign.
into the same Gmail that you have included 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 enable after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and upgraded reply and then 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 is like our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead called 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 e-mail thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will provide your stage a name let’s state that you in fact wished to develop another um you understand phase here for instance 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 pick different colors for each of the stages but I believe all of these are really already created so this is actually quite impressive what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating with negotiating I can go with 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 free type a date check box drop down General e-mail e-mail tracking job calls and conferences 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 out on and I’ll actually reorganize and put the notes here all right email thread count close date okay company’s size offer size and Company size all right let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually created by date created fans and more so I in fact want to opt for the produced.
by or possibly the followers due to the fact that I want to monitor my team members that are in fact 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 available within streak is really one of the easiest and one of the most uh you know versatile out there it’s very easy to use with design templates we have jobs too within my task again if I didn’t wish to choose these sales if I finished with tasks then I can opt for the job phases right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it various 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 job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have incoming appointed dealing with solved and sound 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 just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have manage phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add 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 just call it brand-new and click get in so now you can see we have actually one lead created 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 brand-new I’m going to include another lead let’s call it new two 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 this way now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just simply click on brand-new now as soon as you create a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the e-mails 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 meeting notes and we even have our.
attachments 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 data collected here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create 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 change to our simple Gmail extremely quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with combine email what happens is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually simple you can get going totally free by simply including the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I have actually worked with various customers, managed several jobs all at once, and maintained a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my quest for a service, I checked out various platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on email interaction. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, giving you a clear overview of your interactions with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to manage and monitor the progress of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from list building to task conclusion.
You can categorize contacts, produce customized stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
helps with partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important emails, and collaborate in real-time, enhancing efficiency and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can create templates for typical email reactions, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to integrate with other tools and construct custom-made solutions.
This flexibility permits freelance reporters with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to deployment.
You can produce custom-made phases for various advancement phases, appoint jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, reducing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more cost effective solution, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. deals a inexpensive and intuitive solution that seamlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or content 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.