As an experienced freelance journalist, I understand the difficulties of managing projects, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be showing you how to utilize Streak Crm Integration Details for your customer relations collaboration interaction and much more so let’s enter it firstly you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total newbie it will help you tailor a best process for your group and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s totally free so once you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be included okay it’s done and now it is adding 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 merely check in make certain to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have different options firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demo working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus at the top and you will give your stage a name let’s state that you actually wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can really pick various colors for each of the stages however I believe all of these are in fact already produced so this is actually pretty impressive 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 type of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo here and after that we have negotiating 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 complimentary type a date check box drop down General e-mail 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 choose this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here fine e-mail thread count close date fine 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 general where we have developed by date developed fans and more so I actually want to opt for the produced.
by or maybe the fans due to the fact that I wish to track 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 desired for my pipeline now you can see there are a great deal of choices offered within streak is actually among the most convenient and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my job again if I didn’t wish to opt for these sales if I did with jobs then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also give it different different colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search financier fundraising others realty support and custom-made So within our support you can see we have incoming designated dealing with dealt with and noise this is in fact pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will simply take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click on this drop down and we have manage stage or rename 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 add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click enter so now you can see we have one lead produced let’s say that there is really closed one so I’m going to include 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 2 leads then let’s state there was a contacted also there’s one negotiating so I’ll just merely click on brand-new now as soon as you create a lead we can really click on this link and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit 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 get in and it will be closed now it will show 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 choose different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files similarly now I can switch 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 show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what happens is I can really develop a follow-up e-mails and different storage e-mails here and we have active advises so using is really simple you can get started free of charge by just including the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a freelance reporter, I have actually worked with various customers, managed numerous projects at the same time, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my mission for an option, I checked out various platforms however discovered them to be either too pricey or too complicated 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 flawlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on email communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, giving you a clear introduction of your communications with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to keep track of the development and handle of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to job conclusion.
You can categorize contacts, create customized phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential emails, and work together in real-time, boosting efficiency and ensuring everyone remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce templates for typical email responses, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to incorporate with other tools and construct custom options.
This versatility permits independent journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to release.
You can create customized phases for different development phases, designate jobs to employee, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed reporter, handling your hiring procedure and client relationships is paramount to your success. offers a economical and user-friendly service that perfectly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.