As a seasoned freelance journalist, I understand the obstacles of handling projects. Gravity Forms Streak Crm …tracking leads, and nurturing customer relationships. Throughout the years, I’ve experimented with different tools to streamline my workflow and enhance performance. One tool that has actually truly transformed my hiring procedure. In this short article, I will explore the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to use Gravity Forms Streak Crm for your consumer relations collaboration communication and much more so let’s get into it to start with you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete beginner it will assist you personalize a best process for your group and you will have the ability to get your work done now let’s really enter the process now is readily available as an extension and it’s completely complimentary 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 on ADD extension and your extension will be included all right 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 simply sign in make sure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then 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 combines so you can see this resembles our new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click new pipeline here and we have different choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration negotiating 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 email from lead Source top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will provide your phase a name let’s state that you really wanted to produce another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually choose different colors for each of the stages however I believe all of these are in fact already created so this is actually pretty outstanding what I will do is I will actually 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 just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration 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 stages 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 complimentary type a date check box fall General email email tracking task calls and meetings so I do not 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 in fact missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date fine business’s size deal size and Company size okay let’s get rid of the company size and I’m gon na actually discover something else within the general where we have developed by date produced followers and more so I really wish to choose the developed.
by or possibly the followers due to the fact that I want to monitor my team members that are actually 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 alternatives available within streak is actually one of the easiest 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 once again if I didn’t want to choose these sales if I finished with tasks then I can go with the job phases right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also offer it various different colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others property support and custom So within our assistance you can see we have incoming assigned working on fixed and sound this is really respectable and we also have customized where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can in fact click on this fall and we have handle stage or relabel so as I proceed as I add different 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 add a box in the lead section here and let’s just call it brand-new and click on go into 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 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 2 we can actually 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 say there was a gotten in touch with too there’s one negotiating so I’ll just simply click brand-new now when you develop a lead we can really click on this link and it will now open 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 remember and after that we have invite colleagues so from here I can invite the staff member we have include columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even upload 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 create a lead within your when you’re made with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can discover these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with combine e-mail what occurs is I can really develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really easy you can get started for free by just adding the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a self-employed reporter, I have actually worked with numerous customers, managed multiple tasks at the same time, and preserved an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my mission for an option, I checked out numerous platforms however found them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly count on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails easily, offering you a clear summary of your interactions with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to manage and monitor the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from lead generation to project conclusion.
You can classify contacts, produce custom stages, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in partnership by permitting you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important e-mails, and team up in real-time, boosting productivity and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can produce design templates for common email responses, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and substantial developer documentation, making it simple to integrate with other tools and build customized services.
This versatility enables independent journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to release.
You can develop custom stages for various development phases, designate tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly features, reducing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable option, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring process and customer relationships is vital to your success. offers a intuitive and inexpensive service that effortlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might 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 writer, editor, or content creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.