As an experienced freelance journalist, I understand the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide 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 use Streak Crm Automatically Creating New Boxes From Updated Google for your consumer relations cooperation interaction and a lot more so let’s get into it to start with you require to go to streak.com and you will land on this site right here now is a type 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 really incredible and I’ll show you how to do that as a total beginner 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 offered as an extension and it’s entirely complimentary so when you get to the site 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 add to Chrome click on ADD extension and your extension will be added 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 just check in ensure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-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 combines so you can see this is like our brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size business size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will give your stage a name let’s say that you actually wanted to produce another um you understand 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 however I think all of these are actually currently developed so this is in fact quite impressive 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 demo are sort of like the exact same thing we simply 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 demo here and after that we have working out with negotiating I can go with 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 desire so you will click this plus here and we have complimentary form a date check box fall General email e-mail tracking job calls and meetings so I do not 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 out on and I’ll in fact reorganize and put the notes here okay e-mail thread count close date fine business’s size deal size and Business size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have created by date developed followers and more so I really want to opt for the developed.
by or possibly the fans due to the fact that I wish to keep an eye on my staff member that are actually following this so I will you know 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 alternatives available within streak is actually among the easiest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my job again if I didn’t wish to choose these sales if I made with jobs then I can opt for the job stages right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also give it different different colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others real estate support and customized So within our support you can see we have actually incoming designated working on fixed and sound this is actually pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I continue 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 add 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 brand-new and click go into so now you can see we have actually one lead developed let’s say that there is really 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 really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now when you create a lead we can actually click on this link and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and after that we have welcome teammates so from here I can invite the staff member we have add columns we have e-mails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re done with this you can actually click get in 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 choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these phases Integrations and automation this is one of the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail extremely quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge e-mail and with combine email what happens is I can in fact create a follow-up e-mails and various storage e-mails here and we have active advises so using is really simple you can begin totally free by simply adding the integration and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I have actually dealt with numerous clients, handled several jobs at the same time, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to simplify my operations.
In my mission for an option, I explored different platforms but found them to be either too pricey or too intricate 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 customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who heavily rely on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it easy to keep track of the progress and handle of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from lead generation to task completion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can designate jobs, share crucial e-mails, and work together in real-time, improving performance and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce templates for common email actions, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and construct custom solutions.
This flexibility enables independent reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to implementation.
You can develop customized phases for different advancement stages, designate tasks to employee, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget friendly option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
supplies a more thorough suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email communication.
As a freelance journalist, managing your hiring process and client relationships is critical to your success. deals a inexpensive and intuitive solution that effortlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.