As an experienced freelance reporter, I comprehend the challenges of handling projects, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be showing you how to use Streak Crm Html Email for your customer relations partnership communication and much more so let’s enter it to start with you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete novice it will help you personalize a best process for your team and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s totally totally free so once you get to the website you’ll get this alternative 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 add to Chrome click on 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 merely sign in make certain to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and updated reply and then 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 merges so you can see this resembles our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options 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 called pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will provide your phase a name let’s say that you in fact wanted 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 really pick different colors for each of the stages but I believe all of these are in fact currently developed so this is really quite remarkable what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we simply 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 then we have negotiating with negotiating I can choose 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 different fields that you want so you will click this plus here and we have free kind a date check box drop down General email e-mail tracking task calls and conferences so I don’t see anything for the course and conferences 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 really rearrange and put the notes here okay e-mail thread count close date fine company’s size offer size and Company size okay let’s eliminate the business size and I’m gon na in fact find something else within the general where we have actually produced by date created fans and more so I in fact want to opt for the produced.
by or maybe the followers due to the fact that I want to monitor my staff member 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 wanted for my pipeline now you can see there are a great deal of choices available within streak is actually among the most convenient and among the most uh you know flexible out there it’s really easy to use with design templates we have jobs too within my job again if I didn’t want to go for these sales if I made with tasks then I can go with the task stages right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it various different colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others realty assistance and customized So within our assistance you can see we have actually incoming designated dealing with solved and sound this is actually pretty good and we likewise have customized where I can actually 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 on produce private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click produce now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle stage 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 on the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click on enter so now you can see we have one lead produced let’s state 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 simply gon na work this way now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just merely click on new now once you produce a lead we can really click on this link and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can invite the employee 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 after that 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 develop a lead within your as soon as you’re done with this you can in fact click enter and it will be closed now it will show 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 select various 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 be able to see we have personal choice we have these 3 dots where we can discover these stages Combinations and automation this is one of the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what happens is I can in fact create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually easy you can start free of charge by just including the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a freelance reporter, I have actually worked with many customers, managed multiple jobs at the same time, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my quest for an option, I checked out various platforms but found them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails easily, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to monitor the development and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from lead generation to job completion.
You can categorize contacts, develop custom stages, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
facilitates partnership by permitting you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share crucial emails, and work together in real-time, enhancing productivity and guaranteeing everyone stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can create templates for typical email reactions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive developer documents, making it simple to integrate with other tools and construct custom options.
This versatility enables freelance reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application development jobs, from ideation to deployment.
You can produce custom phases for different advancement phases, appoint tasks to employee, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more affordable option, especially for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring procedure and client relationships is vital to your success. deals a budget friendly and intuitive solution that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.