As a seasoned freelance reporter, I understand the challenges of handling tasks, tracking leads, and supporting client relationships. In this short article, I will delve into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to use Crm Gmail Streak for your client relations partnership communication and a lot more so let’s enter it first of all you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total newbie it will help you customize a best process for your group 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 entirely complimentary so when you get to the website you’ll get this alternative here which is add 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 ADD extension and your extension will be added okay it’s done and now it is contributing 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 just sign in make sure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen 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 combines 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 again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different options first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wanted to develop another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually pick different colors for each of the stages but I believe all of these are really already created so this is actually quite excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and after that 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 want so you will click on this plus here and we have totally free kind 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 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 really reorganize and put the notes here fine email thread count close date okay business’s size deal size and Business size alright let’s eliminate the business size and I’m gon na really find something else within the general where we have actually created by date created followers and more so I actually want to choose the produced.
by or maybe the fans due to the fact that I want to keep an eye on 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 great deal of alternatives readily available within streak is in fact one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t want to go for these sales if I finished with tasks then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it various different colors we likewise have organization Dev here you can see then we have hiring so if you do employing 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 designated working on solved and noise this is actually respectable and we also have custom where I can really start something from the scratch completely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click develop 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 be able to add my Lead Series so you can in fact click on this fall and we have handle phase or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include 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 on enter so now you can see we have one lead created 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too but 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 gotten in touch with as well there’s one negotiating so I’ll just simply click on brand-new now as soon as you produce a lead we can in fact click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and comments 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 meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re finished with this you can actually click on 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 called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can find these phases Integrations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our easy Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what occurs is I can in fact create a follow-up e-mails and different storage emails here and we have active advises so using is really easy you can begin free of charge by just adding the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As a self-employed reporter, I have actually dealt with various customers, handled multiple jobs simultaneously, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I checked out numerous platforms but discovered them to be either too intricate or too pricey 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 consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for independent journalists who heavily depend on email interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from list building to task conclusion.
You can classify contacts, produce custom-made phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial e-mails, and team up in real-time, boosting productivity and guaranteeing everyone stays on the very same page.
Personalized Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can create templates for common email actions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial developer documentation, making it simple to integrate with other tools and build custom services.
This versatility allows freelance reporters with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to deployment.
You can produce custom phases for different advancement stages, assign tasks to team members, and track development efficiently.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly functions, lessening the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
provides a more inexpensive option, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Integration:.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
Conclusion:.
As a freelance journalist, handling your hiring procedure and client relationships is vital to your success. offers a budget-friendly and instinctive service that perfectly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, content, or editor 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 effect of Streak CRM in your freelance journalism ventures.