As a seasoned freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to use Streak Crm Gmail Extension for your client relations cooperation communication and far more so let’s get into it first off you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete newbie it will help you customize a best process for your group and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally totally free so once you get to the website you’ll get this choice here which is contribute 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 contribute to Chrome click ADD extension and your extension will be added fine 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 ensure to sign.
into the 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 simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and upgraded reply and then we have this new option 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 brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales 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 on new pipeline here and we have different alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demonstration negotiating 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 e-mail from lead Source top priority industry deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you in fact wished to create 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 actually pick different colors for each of the stages however I believe all of these are in fact currently created so this is actually pretty impressive what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are type of like the 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 working out with negotiating I can opt for 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 on this plus here and we have totally free kind a date check box fall General email email tracking task calls and conferences 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 opt for this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here all right e-mail thread count close date okay company’s size offer size and Company size okay let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have created by date developed fans and more so I actually want to opt for the produced.
by or perhaps the fans because I want to keep track of my team members that are really following this so I will you understand 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 great deal of alternatives available within streak is in fact among the most convenient and among the most uh you understand versatile out there it’s extremely easy to use with 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 go with the project stages right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it various different colors we likewise have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages job search financier fundraising others real estate support and customized So within our assistance you can see we have actually inbound designated dealing with resolved and noise this is really pretty good and we also have custom where I can actually start something from the scratch completely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on produce now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click this fall and we have manage phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add 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 area here and let’s simply call it new and click on go into so now you can see we have actually one lead created let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can really 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 2 leads then let’s say there was a called too there’s one negotiating so I’ll just simply click new now when you develop a lead we can actually 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 different columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome 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 emails 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 conference notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can really click go into and it will be closed now it will show you something like this we have all of our data 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 select 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 have the ability to see we have personal option we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge email and with combine email what happens is I can in fact produce a follow-up e-mails and various storage emails here and we have active instructs so utilizing is really simple you can get going totally free by simply including the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As a freelance reporter, I’ve dealt with various customers, handled numerous tasks simultaneously, and preserved a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a solution, I explored different platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for independent journalists who greatly count on email communication. Here are some essential advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your e-mails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to manage and monitor the development of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from list building to job conclusion.
You can categorize contacts, produce custom-made phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share essential emails, and collaborate in real-time, enhancing productivity and ensuring everybody stays on the very same page.
Personalized Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce templates for common e-mail reactions, schedule follow-ups, and set up tips, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and extensive designer documents, making it simple to incorporate with other tools and construct customized options.
This versatility enables self-employed journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adapted to manage software application advancement projects, from ideation to deployment.
You can produce custom-made phases for various advancement stages, assign tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Cost:.
uses a more inexpensive option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.
As an independent reporter, managing your hiring procedure and customer relationships is paramount to your success. deals a cost effective and user-friendly solution that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, editor, or material 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 effect of Streak CRM in your freelance journalism ventures.