As a skilled freelance journalist, I understand the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this short article, I will delve into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize Mailchimp Vs Streak Crm for your consumer relations cooperation communication and far more so let’s enter into it first off you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete novice it will help you customize an ideal procedure for your group and you will be able to get your work done now let’s really enter the process now is readily available as an extension and it’s completely totally free so as soon as 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 on add to Chrome click on ADD extension and your extension will be added fine 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 merely sign in ensure to sign.
into the very 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 merely scroll down and click enable after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various options first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you actually wished to develop another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually select various colors for each of the stages but I believe all of these are actually currently produced so this is in fact pretty outstanding what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are type of like the 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 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 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 e-mail email tracking task calls and meetings 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 really missing and I’ll really reorganize and put the notes here alright e-mail thread count close date fine company’s size deal size and Company size okay let’s eliminate the business size and I’m gon na actually discover something else within the general where we have developed by date developed followers and more so I actually wish to opt for the produced.
by or maybe the fans because I want to track my employee that are in fact following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of options available within streak is actually one of the simplest and one of the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my project again if I didn’t wish to choose these sales if I did with jobs then I can opt for the job phases right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it different 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 stages job search investor fundraising others realty assistance and customized So within our support you can see we have incoming designated working on solved and sound this is really pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on 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 on develop now it will simply take a second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click on this drop down and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have one lead produced let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 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 by doing this now you can see we have two leads then let’s state there was a called too there’s one working out so I’ll just simply click new now as soon as you produce a lead we can really click on this link and it will now open the different 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 keep in mind and then we have welcome colleagues so from here I can welcome the team members we have add 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 publish files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your once you’re done 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 collected here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can select various 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 have the ability to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail very easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine email and with merge email what occurs is I can in fact develop a follow-up emails and various storage e-mails here and we have active advises so using is truly simple you can begin for free by simply including the integration and now you understand how to use as a total novice 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 relates to. As an independent reporter, I have actually dealt with various clients, handled several tasks all at once, and preserved an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my mission for a service, I checked out different platforms but discovered 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for independent journalists who heavily count on email communication. Here are some key advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to monitor the development and handle of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from list building to task conclusion.
You can classify contacts, develop customized phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential emails, and team up in real-time, boosting efficiency and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce design templates for common email responses, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and develop customized options.
This flexibility allows freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development jobs, from ideation to implementation.
You can create customized phases for different advancement stages, assign tasks to team members, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more inexpensive service, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
provides a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is vital to your success. offers a inexpensive and instinctive option that effortlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.