As a seasoned freelance reporter, I comprehend the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be revealing you how to utilize How To Upload Contacts Into Streak Crm for your consumer relations collaboration communication and far more so let’s enter into it first of all you need to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total newbie 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 enter the procedure now is offered as an extension and it’s completely free so once you get to the site you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be added okay 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 make sure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access 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 simple you know folders we are getting recently seen all tracked emails and updated reply and then we have this brand-new choice 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 is like our 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 actually do that you will click on new pipeline here and we have various alternatives firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead contacted pitched demo 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 e-mail from lead Source top priority industry offer size company size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus on top and you will give your phase a name let’s state that you actually wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact pick different colors for each of the stages however I think all of these are actually currently created so this is in fact pretty excellent 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 demonstration are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo 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 desire so you will click on this plus here and we have free type a date check box fall 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 opt for this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here alright e-mail thread count close date okay business’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 actually created by date developed followers and more so I really want to choose the developed.
by or possibly the fans due to the fact that I wish to keep an eye on my employee that are really following this so I will you know 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 choices available within streak is actually among the simplest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t wish to go for these sales if I made with tasks then I can go with the project phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also provide it different 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 phases task search investor fundraising others property assistance and custom-made So within our support you can see we have actually inbound appointed dealing with fixed and noise this is actually respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na opt for 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 go with the shared one here and click create now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this fall and we have handle stage or relabel so as I proceed 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 include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click enter so now you can see we have actually one lead developed let’s state 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 really open this up in a new tab from here too however I’m just for now I’m just gon na work this way 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 here and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails 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 conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re done with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have private option we have these three dots where we can find these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine email and with combine email what occurs is I can actually develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is truly simple you can get going free of charge by just adding the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As a self-employed journalist, I’ve dealt with numerous clients, managed numerous projects all at once, and preserved a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for an option, I checked out different platforms however discovered them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails easily, providing you a clear introduction of your communications with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to manage and keep an eye on the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to task conclusion.
You can classify contacts, develop custom-made stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important e-mails, and team up in real-time, enhancing efficiency and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can produce templates for typical email reactions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and build custom solutions.
This versatility enables self-employed reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software advancement projects, from ideation to implementation.
You can create custom-made phases for different advancement phases, appoint jobs to staff member, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more economical solution, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a intuitive and economical solution that seamlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced 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 an editor, content, or writer developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.