As a seasoned freelance reporter, I comprehend the challenges of handling projects, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Mailchimp And Streak Crm for your consumer relations collaboration communication and far 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 kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total novice it will help you tailor an ideal procedure for your team and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s entirely free so once you get to the website you’ll get this option 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 add to Chrome click on ADD extension and your extension will be included all right 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 merely sign in make sure to sign.
into the same Gmail that you have 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 enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and updated reply and after that 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 merges so you can see this resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will provide your phase a name let’s say that you really wished to produce 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 offer it your color so we can actually pick different colors for each of the stages however I think all of these are in fact already created so this is actually quite remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we simply go with 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 demo here and after that we have working out with negotiating I can go with 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 desire so you will click on this plus here and we have complimentary type a date check box fall General email email tracking task calls and conferences 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 choose this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here all right email thread count close date okay business’s size deal size and Business size fine let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have produced by date produced fans and more so I really wish to choose the produced.
by or perhaps the fans because I wish to monitor 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 wanted for my pipeline now you can see there are a great deal of options available within streak is really among the easiest and one of the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t wish to choose these sales if I made with projects then I can opt for the project phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also offer it various various colors we likewise have company Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others real estate support and custom So within our support you can see we have actually incoming assigned dealing with solved and noise this is in fact pretty good and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na go with the sales here and click develop 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 produce now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click on this drop down 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 be able to add it click the top here add a box so click on 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 enter so now you can see we have actually one lead developed let’s say that there is really closed one so I’m going to add 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 in fact open this up in a brand-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 say there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now as soon as you produce a lead we can really click here and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce 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 2 leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have personal option we have these three dots where we can discover these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can create a new pipeline we can change to our simple Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what happens is I can actually develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is truly easy you can get going totally free by just adding the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As a self-employed journalist, I’ve worked with numerous customers, managed several tasks at the same time, and preserved an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my quest for a service, I explored various platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails easily, providing you a clear summary of your interactions with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to manage and keep track of the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from list building to job conclusion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates cooperation by permitting you to share pipelines and interact with team members within the platform.
You can appoint tasks, share crucial e-mails, and collaborate in real-time, improving productivity and making sure everybody stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can create design templates for typical email responses, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial designer documents, making it simple to integrate with other tools and build custom-made options.
This flexibility permits freelance reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to deployment.
You can produce custom-made stages for different advancement phases, appoint jobs to employee, 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 features, reducing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive service, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As a self-employed reporter, managing your hiring procedure and customer relationships is critical to your success. deals a instinctive and budget-friendly solution that perfectly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the innovative features 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 material, editor, or author developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.