As an experienced freelance journalist, I comprehend the challenges of managing projects, 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 provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to use Google Calendar Streak Crm Integrations for your client relations cooperation interaction and a lot more so let’s enter into it to start with you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total newbie it will help you customize an ideal process for your team and you will be able to get your work done now let’s in fact get into the procedure 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 contribute to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 ensure to sign.
into the very same Gmail that you have actually included 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 basic you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-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 resembles our new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size company size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will offer your stage a name let’s state that you in fact wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick different colors for each of the stages however I think all of these are in fact currently produced so this is really quite outstanding 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 very same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demo here and then we have working out with negotiating I can choose 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 different fields that you want so you will click this plus here and we have totally free form a date check box fall General email e-mail tracking job 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 in fact missing out on and I’ll in fact reorganize and put the notes here fine email thread count close date fine business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na really find something else within the basic where we have actually developed by date developed followers and more so I actually wish to choose the produced.
by or perhaps the followers because I wish 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 desired for my pipeline now you can see there are a great deal of options available within streak is really one of the easiest and one of the most uh you understand versatile out there it’s very easy to use with templates we have tasks too within my project again if I didn’t want to choose these sales if I finished with projects then I can choose the job 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 offer it various various colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others realty assistance and customized So within our assistance you can see we have inbound assigned dealing with resolved and sound this is really pretty good and we likewise have custom-made where I can really start something from the scratch completely according to my service for me we merely have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click on this drop down and we have handle phase or relabel so as I proceed as I add 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 include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click go into 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 include another lead let’s call it brand-new two we can really open this up in a brand-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 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can actually click here and it will now open the various 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 team members we have add columns we have emails files and comments you can switch to the e-mails and it will reveal 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 conference notes and we even have our.
accessories so this is how you create a lead within your once you’re done with this you can in fact click on get in 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 2 leads one contacted 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 carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail very easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine email and with merge email what takes place is I can in fact create a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually easy you can start for free by simply adding the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As a self-employed reporter, I have actually dealt with many customers, managed multiple tasks simultaneously, and maintained a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a central system to enhance my operations.
In my quest for an option, I checked out various platforms but found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed journalists who greatly count on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, providing you a clear summary of your communications with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it easy to handle and monitor the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from list building to project conclusion.
You can classify contacts, produce custom stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
assists in collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can designate jobs, share crucial emails, and work together in real-time, boosting efficiency and making sure everybody stays on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create templates for common e-mail actions, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer documents, making it easy to integrate with other tools and build custom-made services.
This flexibility enables freelance journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to deployment.
You can produce custom stages for different development stages, designate jobs to staff member, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, minimizing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. deals a intuitive and cost effective service that flawlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.