As a seasoned freelance journalist, I understand the difficulties of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be showing you how to use Streak Crm Add-on For Gmail for your consumer relations partnership communication and far more so let’s enter into it first of all you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total novice it will assist you personalize a perfect procedure for your team and you will be able to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s completely totally free so once you get to the site 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 on ADD extension and your extension will be added 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 merely check in make sure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this new alternative 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 resembles our brand-new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will give your stage a name let’s state that you actually wanted to develop 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 offer it your color so we can really choose various colors for each of the stages but I think all of these are really already developed so this is in fact pretty outstanding what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are kind of like the same thing we simply opt for 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 various fields that you desire so you will click this plus here and we have totally free kind 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 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 choose this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here alright e-mail thread count close date okay company’s size offer size and Business size alright let’s get rid of the business size and I’m gon na actually discover something else within the general where we have actually produced by date created followers and more so I in fact want to choose the produced.
by or maybe the fans due to the fact that I want to keep track of my team members that are actually following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices readily available within streak is in fact among the easiest and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my job once again if I didn’t wish to go for these sales if I made with projects then I can opt for the task stages right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise provide it different various colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others real estate assistance and custom So within our support you can see we have inbound appointed working on solved and noise this is in fact respectable and we likewise have customized where I can actually start something from the scratch totally according to my company for me we merely 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 choose the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can really click on this fall and we have manage phase or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on 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 simply call it new and click get in so now you can see we have actually one lead developed let’s say that there is in fact 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 new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just 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 as well there’s one working out so I’ll just merely click brand-new now when you develop a lead we can really click on this link and it will now open the different fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish 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.
attachments so this is how you develop 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 information collected here and at the top we’re getting our account such as 2 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 too uh one more thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop 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 easy Gmail really quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge email and with combine 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 really easy you can get going for free by simply adding the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance reporter, I’ve dealt with numerous clients, managed multiple jobs simultaneously, and preserved an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a service, I explored numerous platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on email interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails easily, offering you a clear introduction of your communications with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to monitor the development and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from list building to task completion.
You can classify contacts, produce custom stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share essential emails, and work together in real-time, boosting efficiency and guaranteeing everybody remains on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce templates for common email responses, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software development. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to integrate with other tools and construct customized services.
This versatility allows self-employed journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application advancement jobs, from ideation to deployment.
You can create custom-made stages for different development stages, appoint jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget-friendly option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a economical and instinctive solution that seamlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.