As an experienced freelance journalist, I understand the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this post, 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 use for newbies hey men invite back in this video I will be revealing you how to utilize Does Streak Crm Integrate With Mailchimp for your consumer relations collaboration communication and a lot more so let’s get into it first of all you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute 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 incredible and I’ll show you how to do that as a total beginner it will help you tailor 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 available as an extension and it’s totally free so when you get to the site you’ll get this option 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 on 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 sign in make sure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this brand-new alternative 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 have the ability to develop a brand-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 really do that you will click new pipeline here and we have different options first off we have the stages so this is where you will choose these phases 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 alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will offer your phase a name let’s state that you actually wanted to create another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose different colors for each of the stages but I believe all of these are actually currently developed so this is really pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are type of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of 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 stages 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 type a date check box fall General email email tracking task calls and conferences 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 choose this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date alright company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na in fact find something else within the general where we have created by date created fans and more so I in fact wish to opt for the developed.
by or perhaps the fans since I want to monitor my team members that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of alternatives readily available within streak is in fact one of the easiest and among the most uh you understand flexible out there it’s very easy to use with design templates we have jobs too within my project once again if I didn’t wish to choose these sales if I finished with tasks then I can choose the job phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also offer it various different colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others realty support and customized So within our support you can see we have actually incoming appointed dealing with solved and sound this is in fact pretty good and we also have custom 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 opt for the sales here and click produce 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 on develop now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can really click this drop down and we have handle phase 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 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 simply call it new and click get in so now you can see we have actually one lead produced let’s say 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 include another lead let’s call it new two we can in fact 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 called as well there’s one working out so I’ll just simply click on brand-new now once you produce a lead we can actually click here and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created remember and after that we have invite colleagues so from here I can invite the team members we have include columns we have emails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re done with this you can really click enter 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 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 be able to see we have private alternative we have these 3 dots where we can discover these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail extremely quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what happens is I can really create a follow-up e-mails and different storage e-mails here and we have active instructs so using is really easy you can start totally free by just including the integration and now you know how to utilize as a complete beginner 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 connects to. As an independent journalist, I have actually worked with many clients, managed several jobs concurrently, and kept an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a service, I checked out various platforms but found them to be either too complex or too expensive 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 integrates with Gmail, making it ideal for independent reporters who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it simple to manage and keep track of the progress of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important e-mails, and work together in real-time, enhancing efficiency and ensuring everyone stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create templates for common email actions, schedule follow-ups, and set up reminders, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
supplies a robust API and extensive developer documentation, making it easy to integrate with other tools and develop custom services.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application advancement projects, from ideation to release.
You can create custom stages for different advancement stages, assign jobs to staff member, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for combination and modification.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable option, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. deals a instinctive and economical service that effortlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.