As a skilled freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to use Merge Contacts Streak Crm for your customer relations collaboration interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete newbie 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 get into the procedure now is offered as an extension and it’s entirely totally free so as soon as 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 on add to Chrome click on ADD extension and your extension will be added all right 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 ensure 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 just scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and upgraded 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 merges so you can see this resembles our new control panel 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 develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have various options firstly we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting okay 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 company size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you actually wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact pick different colors for each of the stages however I think all of these are really already produced so this is really quite excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo here and after that we have negotiating 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 free kind a date check box drop down General email e-mail tracking job calls and meetings so I don’t 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 actually rearrange and put the notes here fine e-mail thread count close date okay company’s size offer size and Company size okay let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually created by date produced fans and more so I really wish to go for the developed.
by or possibly the fans due to the fact that I wish to keep an eye on 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 lot of alternatives readily available within streak is actually among the simplest and one of the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my project again if I didn’t wish to choose these sales if I finished with jobs then I can go with the job phases right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it various various colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others real estate assistance and custom So within our assistance you can see we have incoming designated working on solved and sound this is really pretty good and we also have customized where I can really start something from the scratch totally according to my business for me we just have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have manage stage or rename so as I proceed as I add different leads here what I I will do is I’ll just simply 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 add a box in the lead section here and let’s simply call it new and click on get in so now you can see we have actually one lead produced 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 new I’m going to include another lead let’s call it new 2 we can actually 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 two leads then let’s say there was a called too there’s one negotiating so I’ll just merely click on new now once you develop a lead we can actually click on this link and it will now open the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can invite the team members we have include columns we have emails files and remarks you can switch to the emails and it will show 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 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 finished 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 called 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 also uh another 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 phases Combinations 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 information for notices for automations custom 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 easily and create 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 switch to our basic Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge email and with merge email what takes place is I can actually create a follow-up e-mails and various storage emails here and we have active advises so using is really easy you can begin totally free by just including the integration and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As a self-employed journalist, I’ve worked with various clients, handled multiple tasks at the same time, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my quest for an option, I checked out different platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, 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 independent reporters who greatly rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to manage and monitor the progress of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from list building to task completion.
You can categorize contacts, create customized phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
facilitates cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can designate tasks, share essential emails, and work together in real-time, improving efficiency and ensuring everyone remains on the same page.
Adjustable Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can develop design templates for common email actions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and comprehensive developer documents, making it easy to integrate with other tools and build customized services.
This versatility allows freelance journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to implementation.
You can develop custom-made stages for various development stages, assign jobs to team members, and track development efficiently.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use functions, reducing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Expense:.
uses a more economical solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
offers a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email interaction.
Conclusion:.
As a self-employed reporter, handling your hiring process and client relationships is paramount to your success. deals a cost effective and instinctive service that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus 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 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 effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.