As an experienced freelance journalist, I understand the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this short article, I will dig into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be revealing you how to utilize Streak Crm Mailchimp for your customer relations collaboration communication and a lot more so let’s enter 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 Hub and we can in fact 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 help you customize an ideal procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s totally free so when 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 add to Chrome click ADD extension and your extension will be included okay 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 merely sign in make sure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click 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 seen all tracked emails and upgraded reply and after that 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 is like our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different options first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size company size close rate e-mail 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 phase a name let’s say that you in fact wished to create another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I think all of these are in fact currently developed so this is really quite outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration here and then we have working out with negotiating I can choose 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 totally free kind a date check box drop down General email e-mail tracking task calls and meetings so I do not 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 go with this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here all right email thread count close date fine business’s size offer size and Company size okay let’s eliminate the business size and I’m gon na actually discover something else within the general where we have actually developed by date developed fans and more so I in fact want to opt for the produced.
by or perhaps the fans since I wish to keep track of my employee that are really 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 lot of options readily available within streak is in fact among the most convenient and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my task once again if I didn’t wish to choose these sales if I did with jobs then I can choose the task stages right here and 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 different various colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others realty support and custom So within our assistance you can see we have inbound assigned dealing with resolved and noise this is actually pretty good and we likewise have custom-made where I can in fact start something from the scratch completely according to my company for me we just have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here add 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 on go into so now you can see we have actually one lead produced let’s say 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 include another lead let’s call it brand-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 called as well there’s one working out so I’ll just simply click brand-new now when you produce a lead we can really click on this link and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the staff member we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and then 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 create a lead within your once you’re finished with this you can in fact click go into 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 two leads one called 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 too uh one more thing with srix at the top you will have the ability to see we have private choice we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine e-mail and with combine email what occurs is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so using is actually easy you can start totally free by simply adding the combination and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I’ve dealt with various clients, managed several projects concurrently, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a service, I checked out various platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent reporters who heavily rely on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails easily, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to keep an eye on the development and manage of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales process from list building to job completion.
You can categorize contacts, develop customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
assists in collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, boosting efficiency and ensuring everyone stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce templates for common email responses, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to incorporate with other tools and develop customized solutions.
This versatility permits freelance journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to deployment.
You can develop customized phases for various development stages, appoint tasks to staff member, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget friendly service, especially for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. deals a cost effective and instinctive option that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.