As an experienced freelance journalist, I understand the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the benefits of using 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 people welcome back in this video I will be revealing you how to use Streak Is A Customer Relationship Management Crm Add-on For Gmail for your consumer relations collaboration communication and much more so let’s enter it to start with you require to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete novice it will help you personalize a best process for your group and you will be able to get your work done now let’s in fact get into the process now is offered as an extension and it’s completely totally free so once you get to the website you’ll get this option here which is contribute to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be added okay 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 included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click enable after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this new alternative 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 be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring 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 different choices firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have actually 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 e-mail last email from lead Source concern market offer size company size close rate e-mail 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 offer your phase a name let’s say that you really wanted to produce another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually pick different colors for each of the stages but I think all of these are in fact already produced so this is actually quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration here and then we have negotiating with negotiating I can choose like in progress or something and now you can see these are my phases 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 type a date check box drop down General e-mail e-mail tracking job 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 in fact missing and I’ll actually reorganize and put the notes here alright email thread count close date alright company’s size offer size and Business size fine let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually developed by date developed followers and more so I in fact wish to go for the created.
by or possibly the fans because I want to keep an eye on my team members that are really following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of options offered within streak is really among the simplest and among the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t want to choose these sales if I finished with tasks then I can choose the job phases right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also provide it various different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others realty assistance and custom So within our support you can see we have actually incoming appointed dealing with resolved and sound this is in fact respectable and we likewise have customized where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can really click this fall and we have manage stage or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click 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 on enter so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a called as well there’s one negotiating so I’ll just simply click on new now as soon as you develop a lead we can in fact click here and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even submit files and then we have the comments at the top here 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 once you’re made with this you can in fact click on go into and it will be closed now it will reveal 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 contacted 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 deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with merge email what takes place is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually simple you can start free of charge by simply adding the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a self-employed reporter, I have actually dealt with various customers, managed several jobs at the same time, and kept a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my quest for a service, I explored various platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, providing you a clear introduction of your interactions with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from list building to job completion.
You can categorize contacts, create customized stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share crucial emails, and work together in real-time, improving productivity and ensuring everybody remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can create templates for common e-mail actions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it simple to integrate with other tools and develop customized options.
This flexibility allows independent reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to implementation.
You can develop custom phases for different development stages, designate jobs to employee, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, decreasing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical solution, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is paramount to your success. deals a inexpensive and instinctive service that flawlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.