As a seasoned freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to utilize Extension Streak Crm For Gmail Enable Cookies for your customer relations partnership interaction and a lot more so let’s enter it first off you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute 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 fantastic and I’ll reveal you how to do that as a total beginner it will assist you tailor a perfect process for your group and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this alternative 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 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 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 merely sign in make certain to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and upgraded 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 resembles our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have various choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demonstration 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 include another stage you will click on this Plus on top and you will offer your stage a name let’s state that you really wished to create 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 provide it your color so we can in fact select various colors for each of the stages however I believe all of these are actually already developed so this is actually pretty remarkable 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 demonstration are type of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually 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 this plus here and we have totally free form a date check box drop down General email 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 opt for 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 all right company’s size offer size and Business size fine let’s get rid of the business size and I’m gon na really discover something else within the general where we have actually developed by date produced followers and more so I actually wish to choose the developed.
by or possibly the followers since I want to keep track of my team members that are in fact following this so I will you know 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 alternatives offered within streak is really one of the simplest 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 task again if I didn’t wish to opt for these sales if I did with jobs then I can choose the task phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise provide it various various colors we likewise have business Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others real estate support and custom So within our support you can see we have actually inbound designated dealing with resolved and sound this is actually pretty good and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we simply have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on develop now it will just take a 2nd 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 drop down and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on get in so now you can see we have one lead developed let’s say that there is in fact 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 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click new now once you develop a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and after that 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 once you’re finished with this you can actually click enter and it will be closed now it will show 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 gotten in touch with 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 carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail really easily from here and it will likewise reveal me the e-mails 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 merge e-mail and with merge e-mail what happens is I can in fact produce a follow-up emails and various storage emails here and we have active instructs so using is truly easy you can get started free of charge by just adding the combination and now you understand how to utilize as a complete beginner don’t.
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 an independent journalist, I have actually dealt with many clients, managed numerous projects concurrently, and maintained a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on email interaction. Here are some essential benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails easily, offering you a clear overview of your communications with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from list building to job conclusion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with employee within the platform.
You can assign jobs, share important emails, and team up in real-time, boosting productivity and ensuring everyone stays on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for typical email reactions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive developer documentation, making it simple to integrate with other tools and develop customized options.
This versatility allows self-employed journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to deployment.
You can create custom-made phases for various advancement phases, appoint tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable option, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and client relationships is vital to your success. deals a intuitive and affordable service that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.