As an experienced freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to utilize Connect Streak Crm To Clickfunnels Order Form for your consumer relations cooperation communication and far more so let’s enter into it first of all you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete novice it will help you tailor a best procedure for your team and you will have the ability to get your work done now let’s really enter into the process now is available as an extension and it’s completely 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 select 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 fine it’s done and now it is adding to Gmail and it will take me directly 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 actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on 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 viewed all tracked emails and upgraded 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 combines so you can see this resembles our brand-new control panel 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 working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating 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 e-mail from lead Source concern market offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will provide your stage a name let’s state that you in fact wished to produce another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually select different colors for each of the stages but I believe all of these are really already produced so this is really pretty outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating 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 on this plus here and we have free type a date check box fall General e-mail e-mail tracking task calls and meetings 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 choose this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here all right e-mail thread count close date fine business’s size offer size and Business size fine let’s eliminate the business size and I’m gon na really discover something else within the basic where we have actually created by date created fans and more so I in fact wish to go for the developed.
by or maybe the followers since I wish to keep track of my employee that are actually 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 lot of alternatives offered within streak is actually one of the simplest and among the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my job again if I didn’t wish to choose these sales if I finished with projects then I can choose the project stages 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 also give it different different colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others real estate assistance and custom So within our support you can see we have actually incoming assigned dealing with dealt with and sound this is actually pretty good and we likewise have customized where I can really start something from the scratch totally according to my business for me we just have the sales so I’m gon na choose the sales here and click on produce 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 develop now it will simply 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 be able to include my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I continue as I add 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 include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a contacted also there’s one working out so I’ll just merely click on brand-new now as soon as you create a lead we can really click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and after that we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can actually click on enter and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 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 also uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail very quickly from here and it will likewise 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 merge e-mail and with merge e-mail what occurs is I can in fact produce a follow-up emails 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 integration and now you understand how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a freelance reporter, I have actually dealt with many clients, handled several projects concurrently, and preserved a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my quest for a solution, I checked out different platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who heavily rely on e-mail communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to manage and keep track of the development of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from list building to job completion.
You can categorize contacts, produce custom-made phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, improving efficiency and making sure everyone remains on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce templates for common email responses, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
provides a robust API and substantial developer paperwork, making it simple to incorporate with other tools and develop custom solutions.
This flexibility allows freelance reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application advancement tasks, from ideation to implementation.
You can produce customized stages for different development stages, appoint tasks to team members, and track development effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, reducing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more cost effective service, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a self-employed journalist, handling your hiring procedure and customer relationships is critical to your success. offers a budget friendly and user-friendly solution that flawlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.