As an experienced freelance journalist, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this article, I will delve into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to use Streak And Motion Ai Chatbot-enabled Crm Case Study Analysis for your customer relations cooperation interaction and much more so let’s enter it first off you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub 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 total novice it will assist you personalize an ideal procedure for your team and you will be able to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s totally free so when you get to the site you’ll get this choice 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 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 check in make sure to sign.
into the very same Gmail that you have included 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 recently viewed all tracked emails and updated reply and then 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 merges so you can see this is like our brand-new control panel for here I’ll have the ability to create 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 brand-new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives to start with 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 demo working out 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 email from lead Source top priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus on top and you will give your phase a name let’s say that you in fact wished to produce another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really choose different colors for each of the stages however I think all of these are actually currently developed so this is actually quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe 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 really let’s get rid of the demo here and after that we have working out with negotiating I can choose 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 want so you will click this plus here and we have free form a date check box drop down 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 go with this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here fine e-mail thread count close date okay business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have produced by date produced followers and more so I actually want to choose the produced.
by or possibly the followers since I wish to keep an eye on my employee that are actually following this so I will you know 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 great deal of choices available within streak is actually one of the easiest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my project again if I didn’t want to choose these sales if I did with tasks then I can opt for the job phases right here and once again the fields the process is going to be comparable you will choose these stages 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 hiring so if you do hiring then this is going to be your stages job search financier fundraising others property assistance and custom So within our assistance you can see we have actually incoming designated dealing with fixed and noise this is in fact pretty good and we likewise have customized where I can really start something from the scratch totally according to my service for me we simply have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click produce now it will simply take a 2nd for a street to create 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 in fact click on this drop down and we have manage phase or rename 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 add it click 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 get in so now you can see we have actually one lead developed let’s say 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 new 2 we can actually open this up in a 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 say there was a called also there’s one working out so I’ll just merely click brand-new now when you create a lead we can in fact click here and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks 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 on go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what happens is I can in fact develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is truly easy you can start for free by just adding the integration and now you know how to use as a total novice don’t.
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 journalist, I’ve dealt with numerous clients, managed multiple jobs concurrently, and kept a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a service, I explored various platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who heavily depend on e-mail interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails easily, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to manage and monitor the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from list building to project conclusion.
You can categorize contacts, develop customized phases, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important emails, and work together in real-time, enhancing performance and making sure everybody remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and construct custom-made options.
This versatility permits freelance reporters with coding abilities 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 handle software application advancement jobs, from ideation to implementation.
You can develop custom stages for various advancement phases, designate tasks to team members, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more cost effective option, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a freelance reporter, handling your hiring process and customer relationships is critical to your success. deals a budget-friendly and user-friendly solution that perfectly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.