As an experienced freelance reporter, I comprehend the difficulties of handling tasks, tracking leads, and nurturing client relationships. In this short article, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize How To Import Contacts Into Streak Crm for your client relations partnership interaction and far more so let’s enter it first of all you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute 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 actually remarkable and I’ll reveal you how to do that as a total novice it will help you tailor an ideal process for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s totally 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 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 simply sign in ensure 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 simply scroll down and click enable after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and updated reply and then we have this new choice 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 is like our brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will pick 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 nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will provide your stage a name let’s state that you in fact wanted to develop another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick different colors for each of the stages but I think all of these are actually already produced so this is in fact quite excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the very 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 eliminate the demonstration 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 different fields that you want so you will click this plus here and we have free type a date check box fall General e-mail email 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 and I’ll actually rearrange and put the notes here all right e-mail thread count close date all right company’s size offer size and Company size fine 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 followers and more so I in fact want to go for the created.
by or possibly the followers because I want to keep an eye on 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 wanted for my pipeline now you can see there are a great deal of options available within streak is in fact among the most convenient and one of the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t want to choose these sales if I finished with tasks then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also offer it different various colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others property assistance and custom-made So within our support you can see we have inbound designated dealing with dealt with and sound this is really respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click create now it will simply take a 2nd for a street to develop 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 really click on this fall and we have manage stage or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click get in 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 new I’m going to add another lead let’s call it brand-new two we can really open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a contacted also there’s one working out so I’ll just simply click 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 included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed remember and after that we have welcome teammates so from here I can invite the team members 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 publish files and after that we have the comments at the top here once 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 when you’re made with this you can in fact click on enter and it will be closed now it will reveal you something like this we have all of our information 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 select various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these phases Combinations and automation this is one of the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications 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 very quickly and develop 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 change to our simple Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge email what occurs is I can really produce a follow-up e-mails 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 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 offer some context about my career and how it associates with. As a freelance journalist, I have actually worked with numerous customers, handled numerous jobs simultaneously, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a central system to improve my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too pricey or too intricate 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 perfectly incorporates with Gmail, making it perfect for self-employed reporters who greatly count on email communication. Here are some crucial benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, providing you a clear summary of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to handle and keep track of the progress of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, produce custom phases, set tips, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
facilitates collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important e-mails, and collaborate in real-time, enhancing productivity and ensuring everyone stays on the same page.
Customizable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software development. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and develop custom-made solutions.
This flexibility allows independent journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development jobs, from ideation to implementation.
You can develop custom-made stages for various development stages, appoint jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
provides a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Combination:.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email interaction.
Conclusion:.
As a self-employed journalist, handling your hiring procedure and client relationships is critical to your success. offers a instinctive and affordable service that flawlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option 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 handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.