As a seasoned freelance reporter, I understand the challenges of managing jobs. Streak Email Marketing Crm …tracking leads, and supporting client relationships. Over the years, I have actually try out different tools to simplify my workflow and improve effectiveness. One tool that has truly revolutionized my hiring process. In this short article, I will explore 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 men invite back in this video I will be revealing you how to utilize Streak Email Marketing Crm for your consumer relations collaboration communication and far more so let’s get into it first off 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 contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total beginner it will help you personalize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to choose 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 on ADD extension and your extension will be added okay it’s done and now it is adding 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 simply sign in make certain to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click enable after including 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 e-mails 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 combines so you can see this resembles our new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will provide your phase a name let’s state that you really wanted to produce another um you know phase here for example let’s state 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 think all of these are really already developed so this is in fact quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate 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 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 this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking job 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 actually missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date fine business’s size offer size and Company size alright let’s eliminate the company size and I’m gon na really find something else within the general where we have developed by date created fans and more so I really wish to go for the produced.
by or maybe the fans due to the fact that I wish to track my team members that are actually following this so I will you understand 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 alternatives available within streak is really among the easiest and among the most uh you know 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 go for these sales if I did with jobs then I can go with the task phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also offer it different different colors we also have service Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search financier fundraising others realty assistance and custom So within our support you can see we have inbound designated dealing with solved and sound this is actually pretty good and we likewise have customized where I can really start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click produce private 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 simply take a 2nd for a street to develop 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 actually click this drop down and we have manage phase or relabel so as I proceed as I add different 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 include a box in the lead section here and let’s just call it brand-new and click get in so now you can see we have one lead developed let’s say 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 include another lead let’s call it new 2 we can really open this up in a brand-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 2 leads then let’s state there was a contacted too there’s one working out so I’ll just merely click on brand-new now when you develop a lead we can really click on this link and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced remember and after that we have invite teammates so from here I can invite the staff member we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even upload 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 develop a lead within your once you’re finished with this you can actually click get in and it will be closed now it will show 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 contacted 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 erasing and sharing as well uh one more thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files similarly 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 basic Gmail really quickly from here and it will also show me the emails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what takes place is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is truly easy you can get going totally free by just adding the integration and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a self-employed reporter, I have actually worked with many customers, managed numerous projects at the same time, and kept a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my mission for a service, I checked out numerous platforms however discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who greatly rely on email interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails easily, offering you a clear introduction of your interactions with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to monitor the development and manage of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from list building to task completion.
You can classify contacts, create customized stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with team members within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, improving efficiency and ensuring everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for common e-mail reactions, schedule follow-ups, and established tips, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to integrate with other tools and develop customized solutions.
This flexibility permits self-employed reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to implementation.
You can create custom-made phases for different advancement phases, assign jobs to employee, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly functions, lessening the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more economical solution, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is critical to your success. offers a budget friendly and intuitive service that effortlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.