As an experienced freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize How To Connect Streak Crm To Gmail for your client relations partnership communication and far 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 sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete beginner it will assist you customize a best procedure for your team and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s entirely totally free so when you get to the website you’ll get this option here which is add 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 added all right 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 certain to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this brand-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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead contacted pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will provide your stage a name let’s say that you really wished to produce 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 offer it your color so we can actually pick different colors for each of the stages however I believe all of these are actually already produced so this is in fact pretty outstanding what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we simply choose 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 negotiating 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 various fields that you want so you will click on this plus here and we have free kind a date check box fall General email email tracking job 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 okay e-mail thread count close date okay company’s size offer size and Business size okay let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually created by date created followers and more so I really want to choose the developed.
by or perhaps the fans due to the fact that I wish to monitor my staff member that are really 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 in fact among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my task once again if I didn’t want to opt for these sales if I did with jobs then I can choose the job stages right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it various various colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others property support and custom-made So within our assistance you can see we have actually incoming assigned working on dealt with and noise this is in fact pretty good and we also have custom where I can really start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can really click on this fall and we have handle phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click go into so now you can see we have 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 new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just 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 also there’s one negotiating so I’ll just merely click on new now as soon as you develop a lead we can in fact click here and it will now open the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your when you’re finished with this you can in fact click get in 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 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 at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail really easily from here and it will also show me the emails that I will be receiving for my pipelines that I have created we will even have our merge 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 e-mails and different storage e-mails here and we have active advises so using is truly simple you can begin free of charge by simply adding the integration and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance journalist, I’ve worked with numerous clients, managed multiple tasks all at once, and kept an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a solution, I explored various platforms however 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 client relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed journalists who greatly count on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your emails easily, providing you a clear summary of your communications with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your assignments and tasks.
Effective 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, develop custom-made phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important emails, and team up in real-time, boosting performance and ensuring everybody stays on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to integrate with other tools and develop custom services.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement projects, from ideation to implementation.
You can create custom phases for various advancement phases, appoint jobs to team members, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, minimizing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective option, particularly for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring process and customer relationships is critical to your success. deals a economical and instinctive option that flawlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might 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 writer, editor, or material creator, 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 impact of Streak CRM in your freelance journalism ventures.