As a seasoned freelance journalist, I understand the obstacles of managing jobs, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of using 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 novices hey people welcome back in this video I will be showing you how to utilize Google Forms Integration With Streak Crm for your customer relations cooperation communication and far more so let’s enter it firstly you need 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 simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete beginner it will help you personalize a perfect procedure for your team and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely complimentary so when you get to the website you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be included okay it’s done and now it is contributing 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 just check in make sure 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 on allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this brand-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 merges so you can see this is like our new dashboard 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 employing so this is where we’ll go develop a new pipeline let’s actually do that you will click brand-new pipeline here and we have various options to start with we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will provide your phase a name let’s say that you really wished to develop another um you understand stage here for instance 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 in fact choose various colors for each of the stages however I believe all of these are actually already produced so this is really quite outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration here and then we have negotiating 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 desire so you will click this plus here and we have totally free kind a date check box fall General e-mail email tracking task 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 opt for this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here all right 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 in fact find something else within the general where we have developed by date created fans and more so I in fact want to go for the produced.
by or possibly the followers because I wish to track my team members that are in fact following this so I will you understand 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 great deal of options readily available within streak is actually among the simplest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my task again if I didn’t wish to choose these sales if I did with tasks then I can go with the task stages right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it various various colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound appointed working on dealt with and noise this is really pretty good and we likewise have custom 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 develop private or.
shared so I will be sharing this with an employee 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 create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can actually click this fall and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click go into 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 brand-new two 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 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now once you produce a lead we can really click on this link 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 produced remember and after that we have invite teammates so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the e-mails 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.
attachments so this is how you develop a lead within your once you’re finished with this you can really click enter 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 also uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can discover these stages Integrations and automation this is among the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications 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 data they extremely easily and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will likewise show me the e-mails 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 combine e-mail and with combine e-mail what takes place is I can in fact develop a follow-up emails and various storage e-mails here and we have active advises so using is really simple you can begin free of charge by simply including the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As an independent reporter, I’ve worked with many clients, managed multiple jobs concurrently, and maintained an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my mission for a solution, I explored various platforms but found 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent reporters who greatly depend on email interaction. Here are some key advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, providing you a clear summary of your interactions with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to keep an eye on the progress and handle of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from lead generation to project conclusion.
You can classify contacts, develop customized phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, improving productivity and making sure everybody stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create design templates for typical email responses, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and develop custom services.
This flexibility permits self-employed journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to implementation.
You can develop customized stages for various advancement stages, assign jobs to team members, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, reducing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Economical service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As a freelance journalist, managing your hiring process and client relationships is paramount to your success. offers a affordable and instinctive option that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.