As a seasoned freelance journalist, I understand the obstacles of handling projects, tracking leads, and supporting client relationships. In this article, I will delve into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be revealing you how to use Streak Crm For Gmail Addon Firefox for your consumer relations partnership communication and much more so let’s get into it firstly 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 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 complete novice it will help you personalize a best process for your group and you will have the ability to get your work done now let’s in fact enter the process now is readily available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this option 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 included fine 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 same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this brand-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 combines so you can see this resembles our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually 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 concern market offer size company size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wanted to create another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose various colors for each of the stages but I think all of these are actually already produced so this is in fact quite remarkable 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 demonstration are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and then we have working out with negotiating I can opt for 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 various fields that you desire so you will click on this plus here and we have complimentary type a date check box drop down General e-mail e-mail tracking job 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 opt for this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here okay email thread count close date alright business’s size deal size and Company size alright let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually developed by date developed fans and more so I in fact wish to go for the created.
by or perhaps the followers because I wish to keep an eye on my team members that are actually 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 options available within streak is in fact one of the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to go for these sales if I did with tasks then I can choose the project phases right here and once 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 likewise give it different various colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others realty assistance and customized So within our assistance you can see we have inbound assigned working on resolved and noise this is in fact respectable and we likewise have custom where I can in fact start something from the scratch absolutely according to my organization 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 staff member so I’m going to choose the shared one here and click develop now it will just take a second for a street to create 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 actually click on 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 include it click 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 just call it brand-new and click on get in so now you can see we have one lead created let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just simply click on new now as soon as you produce a lead we can actually click on this link and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can invite the employee we have include 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 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.
accessories so this is how you create a lead within your once you’re made with this you can really click on enter 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 2 leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as deleting and sharing as well 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 one of the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also 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 switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail very easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail 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 using is actually simple you can get started for free by simply including the integration and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a self-employed journalist, I have actually worked with various clients, managed several projects concurrently, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my mission for an option, I checked out different platforms but found them to be either too intricate 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 customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails easily, offering you a clear introduction of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from lead generation to job completion.
You can categorize contacts, create custom-made phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important e-mails, and work together in real-time, boosting productivity and guaranteeing everybody stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop design templates for common e-mail actions, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and develop custom-made options.
This flexibility enables freelance journalists with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to release.
You can develop custom stages for various advancement stages, designate jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use features, lessening the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring process and customer relationships is paramount to your success. deals a user-friendly and cost effective service that flawlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.