As a seasoned freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to use Using Streak Gmail Crm for your consumer relations cooperation communication and much more so let’s enter into it first of all you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete novice it will help you tailor an ideal process for your group and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s completely totally free so when you get to the site you’ll get this option 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 add 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 sign in ensure to sign.
into the exact 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 look like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and updated reply and after that 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 combines so you can see this is like our brand-new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source concern industry offer size company 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 this Plus at the top and you will offer your stage a name let’s say that you in fact wished to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose various colors for each of the stages however I believe all of these are really currently developed so this is in fact quite impressive what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo 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 this plus here and we have complimentary form a date check box fall General e-mail e-mail tracking task calls and conferences so I don’t 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 go with this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here alright email thread count close date okay company’s size deal size and Company size all right 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 produced fans and more so I actually wish to go for the created.
by or maybe the followers because I wish to monitor my staff member that are really following this so I will you understand 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 lot of choices offered within streak is actually one of the easiest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t wish to opt for these sales if I did with projects then I can go with the task stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it various different colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others real estate assistance and custom So within our assistance you can see we have actually inbound appointed dealing with fixed and sound this is actually respectable and we also have custom where I can in fact start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle phase 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 the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click go into so now you can see we have one lead produced let’s say that there is actually 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 brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply 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 also there’s one working out so I’ll just simply click brand-new now as soon as you create a lead we can really click on this link and it will now open the various 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 developed keep in mind and then we have welcome colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re finished with this you can really click on enter and it will be closed now it will reveal you something like this we have all of our data gathered 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another 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 stages Combinations 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 notices for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with merge e-mail what occurs is I can actually produce a follow-up emails and different storage emails here and we have active instructs so using is actually simple you can start for free by just including the integration and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I have actually dealt with numerous customers, handled several tasks all at once, and maintained an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my mission for a service, I checked out different platforms but discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who greatly depend on e-mail communication. Here are some key advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, giving you a clear overview of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to handle and keep track of the progress of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from list building to job completion.
You can categorize contacts, produce customized phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
facilitates cooperation by enabling you to share pipelines and interact with employee within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, enhancing efficiency and ensuring everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can produce design templates for typical email actions, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom services.
This flexibility allows self-employed reporters with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to implementation.
You can develop custom phases for various development stages, assign tasks to employee, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable option, specifically for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email interaction.
As an independent journalist, managing your hiring procedure and customer relationships is critical to your success. deals a instinctive and budget friendly solution that flawlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, material, or editor 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 impact of Streak CRM in your freelance journalism undertakings.