As a skilled freelance journalist, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to use Match A Contact In Streak To An Account In Crm for your client relations collaboration interaction and much more so let’s enter into it first off you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete newbie it will assist you personalize an ideal procedure for your group and you will be able to get your work done now let’s in fact get into the procedure now is available as an extension and it’s completely totally free so once you get to the site you’ll get this alternative here which is contribute 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 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 just sign in make sure to sign.
into the exact same Gmail that you have included the uh you know 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 appear like now you can see here in our simple you know folders we are getting just 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 merges 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 hiring 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 different choices first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will offer your stage a name let’s state that you really wished to produce another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose different colors for each of the stages but I think all of these are really already produced so this is in fact 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 same thing we just 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 opt for 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 want so you will click this plus here and we have complimentary form a date check box drop down General email e-mail tracking task 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 really missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date fine business’s size offer size and Company size fine let’s eliminate the business size and I’m gon na really discover something else within the general where we have actually produced by date developed fans and more so I actually wish to choose the created.
by or possibly the fans due to the fact that I want to track my employee that are really following this so I will you know 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 lot of choices readily available within streak is actually among the simplest and among the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my job once again if I didn’t want to opt for these sales if I finished with projects then I can choose the task phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also give it various different colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming assigned working on dealt with and sound this is actually respectable and we also have custom-made where I can really start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na opt for 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 create now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can in fact click this fall and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include 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 simply call it new and click on enter so now you can see we have actually one lead created let’s state that there is in fact 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 add another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click new now as soon as you produce a lead we can in fact click on this link and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments you can switch to the emails and it will show 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.
accessories so this is how you develop a lead within your when you’re done with this you can really click enter 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 contacted 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 erasing and sharing too uh one more thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can in fact create a follow-up e-mails and different storage emails here and we have active advises so utilizing is really simple you can start totally free by simply including the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I’ve worked with numerous clients, handled numerous projects all at once, and preserved an extensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my quest for a service, I checked out different platforms however found 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 flawlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from lead generation to project completion.
You can classify contacts, create customized phases, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates cooperation by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, boosting performance and making sure everyone remains on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create design templates for typical email reactions, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive designer documentation, making it easy to incorporate with other tools and develop customized services.
This flexibility enables self-employed reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to deployment.
You can produce customized stages for different advancement stages, assign tasks to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is paramount to your success. offers a affordable and intuitive solution that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated features 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, author, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.