As an experienced freelance reporter, I understand the challenges of managing jobs, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits 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 welcome back in this video I will be showing you how to utilize Can I Use Google Voice With Streak Crm for your consumer relations partnership communication and far more so let’s enter into it firstly you need 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 Hub and we can actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total novice it will help you customize a best procedure for your team and you will have the ability to get your work done now let’s really enter into the process now is readily available as an extension and it’s totally complimentary so when you get to the site you’ll get this option here which is add 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 add to Chrome click ADD extension and your extension will be included 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 merely check in make certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this new choice which is the pipeline so if I click on 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 once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have different choices to start with 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 called pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will provide your stage a name let’s state that you in fact wanted to produce another um you know phase here for example 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 pick various colors for each of the stages however I think all of these are really currently developed so this is in fact pretty remarkable what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and then we have working out with negotiating I can choose 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 desire so you will click this plus here and we have complimentary type a date check box fall General email email tracking job 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 go with this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date alright business’s size deal size and Company size all right let’s get rid of the company size and I’m gon na really discover something else within the basic where we have created by date created fans and more so I actually want to opt for the produced.
by or possibly the fans since I want to keep an eye on my staff member that are really following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of choices available within streak is really among the easiest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my job again if I didn’t wish to opt for these sales if I finished with tasks then I can choose the job stages right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also give it different various colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search financier fundraising others property assistance and customized So within our assistance you can see we have incoming appointed dealing with dealt with and noise this is in fact pretty good and we also have custom where I can in fact start something from the scratch completely according to my company for me we merely have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on develop now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click this drop down and we have handle stage or rename so as I proceed as I include various 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 include a box in the lead area here and let’s just call it new and click on go into so now you can see we have one lead produced 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 add another lead let’s call it brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a contacted as well there’s one working out so I’ll just simply click brand-new now when you produce 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 produced and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can invite the employee we have add columns we have emails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even submit files and after that 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 made with this you can in fact click on enter 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 two leads one called 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 carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what occurs is I can in fact produce a follow-up e-mails and different storage emails here and we have active instructs so using is truly simple you can start free of charge by simply including the combination and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent journalist, I have actually dealt with various customers, handled multiple projects simultaneously, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for an option, I checked out numerous platforms but found them to be either too complex or too costly 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 flawlessly integrates with Gmail, making it perfect for self-employed reporters who greatly rely on e-mail communication. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails easily, providing you a clear overview of your communications with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to manage and monitor the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from lead generation to task completion.
You can classify contacts, develop custom-made stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share crucial e-mails, and team up in real-time, improving productivity and making sure everyone remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can create design templates for common e-mail reactions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer paperwork, making it easy to integrate with other tools and build customized services.
This flexibility enables independent journalists with coding skills to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application advancement projects, from ideation to release.
You can create custom-made stages for various advancement stages, assign jobs to team members, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly features, lessening the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Comparison 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:.
uses a more affordable service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
As a self-employed reporter, handling your hiring process and customer relationships is critical to your success. deals a instinctive and inexpensive service that perfectly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.