As an experienced freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and supporting client relationships. In this post, 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 comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Streak Free Email Marketing Templates Crm for your client relations partnership communication and a lot more so let’s enter into it firstly you require to go to streak.com and you will arrive on this website right here now is a sort 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 actually amazing and I’ll show you how to do that as a complete newbie it will assist you tailor a best process for your team and you will be able to get your work done now let’s actually enter 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 alternative 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 add to Chrome click on ADD extension and your extension will be added all right it’s done and now it is contributing 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 just check in make sure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails and updated reply and after that we have this 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 is like 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 employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you understand 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 top priority industry offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will provide your phase a name let’s state that you in fact wanted to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose different colors for each of the stages but I believe all of these are really already developed so this is actually pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the very 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 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have free kind a date check box fall General email e-mail tracking task calls and conferences so I don’t 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 really missing and I’ll really rearrange and put the notes here alright e-mail thread count close date alright business’s size deal size and Business size fine let’s get rid of the company size and I’m gon na in fact find something else within the general where we have produced by date developed fans and more so I actually wish to choose the developed.
by or maybe the followers because I wish to track my team members that are actually following this so I will you know 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 offered within streak is in fact one of the most convenient and among the most uh you know flexible out there it’s really easy to use with design templates we have jobs 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 job stages right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it various different colors we also have company Dev here you can see then we have working with so if you do working with then this is going to be your stages task search investor fundraising others property assistance and customized So within our support you can see we have incoming designated dealing with dealt with and sound this is actually pretty good and we also have custom where I can actually start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can really click this fall and we have manage stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to include 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 just call it new and click enter so now you can see we have actually one lead created let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new two we can really open this up in a 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 contacted as well there’s one negotiating so I’ll just simply click on new now once you produce a lead we can actually click on this link and it will now open the different fields that we included 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 after that we have welcome colleagues so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re done with this you can in fact click get in and it will be closed now it will show you something like this we have all of our information collected 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 select different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the combine email and with combine e-mail what occurs is I can in fact produce a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can get started totally free by just adding the integration and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I have actually dealt with various clients, managed several jobs simultaneously, and preserved a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for a service, I explored various platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed reporters who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, offering you a clear overview of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from lead generation to task conclusion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share important emails, and team up in real-time, enhancing performance and making sure everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up tips, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial developer paperwork, making it simple to integrate with other tools and construct custom-made options.
This flexibility allows self-employed journalists with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to deployment.
You can develop customized stages for different development stages, assign jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, lessening the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and customization.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more affordable solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail communication.
As an independent reporter, handling your hiring procedure and client relationships is critical to your success. deals a cost effective and user-friendly solution that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative 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 author, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.