As an experienced freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this article, I will dive into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to use How To Log Internal Emails In Streak Crm for your customer relations partnership interaction and a lot more so let’s enter into it first off you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete novice it will assist you tailor a perfect process for your team and you will be able to get your work done now let’s really get into the procedure now is available as an extension and it’s completely totally free so when you get to the website you’ll get this option here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be added alright 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 merely sign in make certain to sign.
into the same Gmail that you have added 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 on permit after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and then 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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various options first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry offer size company size close rate e-mail 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 offer your phase a name let’s say that you really wished to produce another um you understand phase 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 various colors for each of the stages however I believe all of these are in fact already produced so this is really quite remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo 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 actually let’s eliminate the demonstration here and after that we have working out with negotiating I can opt for 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 various fields that you desire so you will click on this plus here and we have totally free kind a date check box drop down General e-mail email 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 go with this one here this is the field that was really missing and I’ll really rearrange and put the notes here alright email thread count close date alright 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 developed by date created followers and more so I in fact want to go for the developed.
by or possibly the fans because I wish to monitor my staff member that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices available within streak is actually among the simplest and among the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my task once again if I didn’t want to choose these sales if I finished with projects then I can choose the task stages right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also give it various different colors we also have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others realty support and customized So within our support you can see we have actually incoming assigned working on resolved and sound this is actually pretty good and we also have custom-made where I can in fact start something from the scratch totally according to my business for me we merely have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click develop now it will simply take a second for a street to develop 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 in fact click this drop down and we have manage stage or relabel so as I proceed 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 new and click on enter so now you can see we have one lead developed let’s state 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 add another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted too there’s one working out so I’ll just simply click new now once 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 new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can invite the staff member we have add columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even submit 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.
accessories so this is how you create a lead within your as soon as you’re done 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 gathered 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 pick various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what occurs is I can in fact create a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually simple you can start totally free by just adding the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance journalist, I’ve dealt with various customers, managed several tasks all at once, and kept a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a centralized system to simplify my operations.
In my mission for a solution, I explored numerous platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who heavily count on email communication. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, offering you a clear summary of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to monitor the development and manage of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from list building to project conclusion.
You can categorize contacts, produce customized phases, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important emails, and team up in real-time, boosting productivity and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce templates for common email responses, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to integrate with other tools and develop customized services.
This versatility enables freelance reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software development jobs, from ideation to release.
You can create custom-made stages for different development phases, assign tasks to team members, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more economical service, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring process and client relationships is critical to your success. offers a cost effective and intuitive service that perfectly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative functions of larger 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 career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.