As an experienced freelance journalist, I understand the obstacles of handling tasks, tracking leads, and supporting client relationships. In this short article, I will dig into the advantages of utilizing for freelance 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 men welcome back in this video I will be showing you how to use Import Contacts In Streak Crm for your consumer relations collaboration interaction and far more so let’s get into it to start with you require to go to streak.com and you will arrive on this website 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 actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total novice it will assist you personalize a perfect 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 offered as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this option 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 contribute to Chrome click 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 just check in make sure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-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 brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different options first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead contacted pitched demo 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 e-mail last email from lead Source concern industry deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will give your stage a name let’s state that you actually wished to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select various colors for each of the stages however I believe all of these are in fact currently developed so this is actually pretty outstanding what I will do is I will actually 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 just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have totally free form a date check box drop down General email e-mail tracking job 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 go with this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here fine e-mail thread count close date alright company’s size deal size and Business size fine let’s eliminate the company size and I’m gon na really find something else within the basic where we have produced by date developed followers and more so I actually want to go for the created.
by or maybe the followers due to the fact that I wish to track my employee that are actually following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of alternatives 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 templates we have tasks too within my project once again if I didn’t wish to choose these sales if I did with jobs then I can opt for the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise give it various various colors we likewise have business 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 support and custom So within our assistance you can see we have inbound designated working on fixed and sound this is in fact pretty good and we also have custom where I can really start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will just take a second for a street to create 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 in fact click on this fall and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include 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 brand-new and click on go into so now you can see we have actually one lead produced let’s state that there is actually 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 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 in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click brand-new now as soon as you create a lead we can in fact click on this link and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues 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 e-mails and it will reveal you the e-mails that you got in files we can even submit files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your once you’re done with this you can in fact click on 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 contacted 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 deleting and sharing too uh another thing with srix on top you will have the ability to see we have personal choice we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts 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 data 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 really quickly from here and it will also reveal me the emails that I will be getting 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 merge email what takes place is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can begin totally free by just adding the combination and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As an independent journalist, I’ve worked with many clients, handled multiple jobs at the same time, and preserved an extensive network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for an option, I explored various platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who heavily rely on email interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear introduction of your communications with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to handle and monitor the progress of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to job completion.
You can classify contacts, create custom-made phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with partnership by allowing you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, enhancing efficiency and making sure everybody remains on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop templates for typical email actions, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive designer documents, making it simple to integrate with other tools and construct custom-made options.
This versatility permits freelance reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to implementation.
You can develop custom stages for different development phases, assign jobs to employee, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, minimizing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical service, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various 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 intuitive and budget friendly solution that seamlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.