As a seasoned freelance reporter, I understand the challenges of handling projects, tracking leads, and supporting client relationships. In this post, I will delve 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 beginners hey men welcome back in this video I will be showing you how to utilize Streak Gmail Integration For Crm for your customer relations partnership interaction and much more so let’s enter into it first off you need to go to streak.com and you will land on this website 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 in fact 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 personalize an ideal process for your team and you will have the ability to get your work done now let’s actually get into the process now is available as an extension and it’s totally totally free so once 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 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 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 included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after adding 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 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 control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click brand-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 in fact we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size business size close rate email thread count days and state and notes so if you want to include another stage you will click on this Plus on top and you will provide your stage a name let’s state that you really wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really pick different colors for each of the stages however I believe all of these are actually already developed so this is in fact pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo here and after that we have negotiating 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 different fields that you desire so you will click on this plus here and we have free kind a date check box drop down General email email tracking task calls and meetings 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 choose this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here all right email thread count close date okay business’s size deal 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 general where we have developed by date developed fans and more so I in fact wish to choose the produced.
by or perhaps the fans due to the fact that I want 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 wanted for my pipeline now you can see there are a lot of options available within streak is really one of the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t want to opt for these sales if I finished with projects 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 stages from here on this plus button here and you can also provide it various various colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others realty support and custom So within our assistance you can see we have actually incoming appointed working on fixed and noise this is really respectable and we likewise have customized where I can really start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have manage phase or rename so as I continue 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 the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click go into so now you can see we have actually one lead developed let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just simply click on new now once you create a lead we can really click on this link and it will now open up the various 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 invite the team members we have add columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then 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 develop a lead within your when you’re done with this you can in fact click get in 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 called 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 deleting and sharing too uh one more thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notices for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail very quickly from here and it will also show me the emails 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 combine e-mail what happens is I can in fact create a follow-up e-mails and various storage e-mails here and we have active advises so using is actually simple you can get going totally free by simply adding the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it associates with. As an independent reporter, I’ve dealt with many customers, handled multiple tasks simultaneously, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my mission for a service, I explored different platforms however discovered them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who heavily depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, offering you a clear introduction of your interactions with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from lead generation to project completion.
You can categorize contacts, develop custom stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share important emails, and team up in real-time, enhancing efficiency and making sure everybody remains on the very same page.
Customizable Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can develop design templates for common e-mail responses, schedule follow-ups, and set up pointers, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and build custom-made solutions.
This versatility enables independent reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to release.
You can create customized stages for different development phases, assign tasks to team members, and track progress efficiently.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
provides a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Combination:.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail communication.
Conclusion:.
As a freelance reporter, managing your hiring procedure and customer relationships is paramount to your success. deals a budget-friendly and user-friendly solution that perfectly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.