As an experienced freelance journalist, I comprehend 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 provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to utilize What Is Streak Crm For Gmail for your consumer relations collaboration communication and much more so let’s enter into it to start with you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total novice it will assist you customize a perfect procedure for your group and you will be able to get your work done now let’s really get into the process now is readily available as an extension and it’s totally complimentary so when 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 on add to Chrome click on 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 certain to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and updated reply and after that we have this brand-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 combines so you can see this resembles our new control panel for here I’ll have the ability to develop 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 produce a new pipeline let’s really do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually 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 email 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 stage you will click this Plus at the top and you will provide your stage a name let’s state that you in fact wanted to develop another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact choose various colors for each of the stages however I think all of these are really already created 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 believe pitched and demonstration are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and after that we have working out with negotiating I can go with 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 form a date check box drop down General e-mail e-mail 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 go with this one here this is the field that was really missing and I’ll actually reorganize and put the notes here alright email thread count close date fine business’s size deal size and Company size okay let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually developed by date created fans and more so I in fact want to go for the produced.
by or perhaps the fans because I wish to track my team members that are in fact 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 choices offered within streak is actually among the easiest and among the most uh you know versatile out there it’s very easy to use with design templates we have jobs too within my job once again if I didn’t wish to go for these sales if I did with projects then I can go with the task stages right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise give it various various colors we likewise have service Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others property assistance and custom-made So within our support you can see we have inbound assigned dealing with solved and sound this is really pretty good and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my business for me we just 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 a team member so I’m going to choose the shared one here and click produce now it will just take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I proceed as I include different 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 just call it brand-new and click go into so now you can see we have actually one lead produced let’s state that there is in fact closed one so I’m going to add 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 in fact 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 two leads then let’s state there was a contacted too there’s one working out so I’ll just merely click on new now when you develop a lead we can really click on this link and it will now open up 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 created 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 change to the e-mails and it will show you the e-mails that you got in files we can even submit files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re made with this you can actually click on go into and it will be closed now it will reveal 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 carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine email and with combine email what takes place is I can really produce a follow-up emails and various storage emails here and we have active instructs so using is actually simple you can get started totally free by just including the integration and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I’ve dealt with various clients, handled multiple jobs all at once, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for a solution, I explored different platforms but discovered them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, providing you a clear overview of your communications with customers, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to keep track of the progress and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from list building to project completion.
You can categorize contacts, produce custom-made phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in partnership by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share crucial e-mails, and work together in real-time, enhancing performance and ensuring everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to incorporate with other tools and build customized options.
This flexibility permits freelance reporters with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to release.
You can develop customized phases for various development stages, appoint jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more cost effective service, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is vital to your success. offers a inexpensive and instinctive solution that effortlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.