As a skilled freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing client relationships. In this article, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to use Track Emails In Streak Crm for your customer relations partnership communication and far 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 sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total novice it will help you customize a best procedure for your team and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s totally complimentary so once you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to pick 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 added okay it’s done and now it is adding 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 check in make sure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this brand-new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new control panel 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 on new pipeline here and we have various options first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting alright 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 business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will give your stage a name let’s state that you really wanted to develop another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact select various colors for each of the stages but I believe all of these are actually currently created so this is in fact quite remarkable what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration here and then 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 want so you will click on this plus here and we have free form a date check box fall General e-mail e-mail tracking task calls and meetings 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 choose this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here all right e-mail thread count close date alright business’s size deal size and Company size fine let’s get rid of 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 actually want to choose the produced.
by or possibly the fans since I want to track my employee that are really following this so I will you know 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 actually among the easiest and among the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t wish to choose these sales if I finished with tasks then I can go with the project phases 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 offer it various different colors we also have organization Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others realty support and customized So within our support you can see we have inbound assigned working on dealt with and sound this is actually pretty good and we also have customized where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have 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 new I’m going to add another lead let’s call it new two we can actually 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 two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just simply click on new now when you create a lead we can actually click here 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 different columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the remarks 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 as soon as you’re finished with this you can actually click go into 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 gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications 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 very quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic 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 merge e-mails now with our so this is the combine email and with combine e-mail what takes place is I can really create a follow-up emails and different storage emails here and we have active instructs so using is really simple you can begin for free by just including the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a self-employed journalist, I’ve worked with many clients, managed several jobs simultaneously, and kept a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a solution, I explored different platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance reporters who heavily rely on email communication. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to manage and keep an eye on the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from list building to task conclusion.
You can categorize contacts, create custom-made stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important emails, and team up in real-time, improving efficiency and making sure everybody remains on the same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for common email actions, schedule follow-ups, and established reminders, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and construct custom-made services.
This versatility allows self-employed reporters with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to deployment.
You can develop custom stages for different development phases, designate tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly functions, lessening the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and customization.
Economical option for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Comparison 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 quick comparison:.
Cost:.
offers a more cost effective solution, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Integration:.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email communication.
Conclusion:.
As a freelance reporter, handling your hiring process and customer relationships is vital to your success. offers a inexpensive and user-friendly service that flawlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.