As a skilled freelance journalist, I understand the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be showing you how to use Crm Streak Gmail for your customer relations partnership interaction and much more so let’s get 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 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 really remarkable and I’ll show you how to do that as a complete newbie it will help 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 offered as an extension and it’s totally complimentary so as soon as you get to the site 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 on 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 just sign in make certain to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this 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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal 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 on top and you will offer your stage a name let’s state that you really wanted to produce another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually pick different colors for each of the stages however I believe all of these are in fact already created so this is in fact quite impressive 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 type of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click on this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking job calls and meetings 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 really rearrange and put the notes here all right email thread count close date fine company’s size offer size and Company size alright let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually created by date developed followers and more so I actually wish to opt for the created.
by or maybe the fans since I wish to monitor my team members that are in fact 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 alternatives readily available within streak is in fact among the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t wish to go for these sales if I finished with jobs then I can go with the task phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise give it various various colors we also have company Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others property support and custom-made So within our assistance you can see we have inbound assigned working on fixed and noise this is really respectable and we likewise have custom where I can really start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on produce now it will simply take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can really click this fall and we have manage stage 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 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 simply call it new and click on enter so now you can see we have actually one lead created 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 brand-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 by doing this now you can see we have two leads then let’s state there was a contacted as well there’s one working out so I’ll just simply click brand-new now when you create 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 developed and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails 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 develop a lead within your as soon as you’re done with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our information 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 pick different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have private choice we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail really quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge email and with combine email what takes place is I can really create a follow-up emails and different storage emails here and we have active advises so utilizing is really easy you can get going free of charge by just including the combination and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance journalist, I’ve worked with many customers, handled numerous projects at the same time, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for an option, I checked out different platforms however discovered them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, providing you a clear summary of your interactions with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to keep track of the development and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, develop customized phases, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential emails, and team up in real-time, boosting productivity and ensuring everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial designer documents, making it simple to incorporate with other tools and develop customized solutions.
This flexibility enables independent reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development projects, from ideation to implementation.
You can create customized phases for different development phases, appoint jobs to staff member, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly functions, lessening the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and customization.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more comprehensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a user-friendly and budget-friendly solution that perfectly incorporates with Gmail, allowing you to simplify your operations and concentrate 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 an ideal choice for freelance reporters.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.