As an experienced freelance reporter, I understand the difficulties of handling projects, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to utilize Gravity Forms To Streak Crm for your consumer relations collaboration interaction and far more so let’s get into it to start with you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub 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 novice it will assist you tailor an ideal procedure for your team and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to pick 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 all right 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 just sign in make sure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-new choice 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 dashboard for here I’ll be able 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 brand-new pipeline let’s actually do that you will click new pipeline here and we have various options firstly we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size company size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will give your stage a name let’s say that you in fact wanted to develop another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact select different colors for each of the stages but I think all of these are in fact currently developed so this is really quite outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have negotiating with negotiating I can go with 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 free kind a date check box drop down General e-mail email tracking job calls and meetings 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 choose this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Business 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 in fact want to opt for the created.
by or possibly the followers because I wish to keep an eye on my team members that are in fact 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 readily available within streak is really one of the simplest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t want to go for these sales if I made with projects then I can choose the project stages right here and again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also offer it various different colors we likewise have company Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others real estate support and custom So within our assistance you can see we have actually inbound appointed dealing with solved and sound this is actually pretty good and we likewise have customized where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click on produce private 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 just take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can really click this drop down and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include 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 section here and let’s simply call it brand-new and click get in so now you can see we have actually one lead developed 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 brand-new I’m going to include another lead let’s call it brand-new two 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 2 leads then let’s state there was a called also there’s one working out so I’ll just merely click new now when you produce a lead we can actually click here and it will now open the different fields that we added so this is a new Elite that I produced 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 invite the staff member we have include columns we have emails files and comments you can change 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 meeting notes and we even have our.
attachments so this is how you develop a lead within your when you’re done with this you can in fact click enter and it will be closed now it will reveal 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 gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what takes place is I can actually create a follow-up emails and various storage emails here and we have active instructs so using is actually easy you can start free of charge by simply adding the integration and now you know how to use as a complete 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 career and how it associates with. As a freelance journalist, I have actually worked with various customers, managed multiple tasks at the same time, and preserved an extensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for an option, I checked out various platforms however found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
enables you to track and organize your emails effortlessly, offering you a clear overview of your communications with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to project conclusion.
You can classify contacts, create customized phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share important emails, and collaborate in real-time, improving performance and guaranteeing everybody stays on the very same page.
Personalized Workflows:.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and comprehensive developer documentation, making it simple to integrate with other tools and build custom-made services.
This versatility enables independent journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement tasks, from ideation to release.
You can create customized phases for various development stages, designate jobs to team members, and track progress efficiently.
Pros and Cons of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Expense:.
provides a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
Conclusion:.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. deals a economical and intuitive service that flawlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.