As a skilled freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to use Streak Crm For Gmail for your client relations collaboration communication and much more so let’s enter into it firstly you need to go to streak.com and you will land on this website 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 fantastic and I’ll reveal you how to do that as a complete novice it will help you personalize a best process for your team and you will be able to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this choice 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 on add to Chrome click on ADD extension and your extension will be added fine 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 simply sign in make sure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that 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 is like our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will provide your phase a name let’s state that you actually wished to develop another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really choose different colors for each of the stages however I think all of these are actually currently produced so this is actually pretty remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating 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 various fields that you want so you will click on this plus here and we have free form a date check box drop down General e-mail e-mail tracking task calls and conferences 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here okay email thread count close date okay company’s size offer size and Business size all right let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually developed by date developed followers and more so I in fact wish to opt for the developed.
by or perhaps the fans due to the fact that I wish to keep track of my staff member 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 desired for my pipeline now you can see there are a lot of options available within streak is really one of the simplest and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to go for these sales if I made with jobs then I can go with the project phases right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it different various colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages job search investor fundraising others realty assistance and custom So within our assistance you can see we have actually inbound assigned working on resolved and noise this is actually respectable and we also have custom-made where I can really start something from the scratch totally according to my company for me we simply have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on produce now it will simply 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 add my Lead Series so you can really click 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 have the ability to add 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 on go into so now you can see we have actually one lead created let’s say 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 2 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 in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click brand-new now as soon as you develop a lead we can really click on this link and it will now open the various 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 developed remember and after that we have invite teammates so from here I can welcome the staff member we have include columns we have emails files and remarks 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 then 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 create a lead within your as soon as you’re finished with this you can really click go into and it will be closed now it will reveal 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 called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is one of the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge email and with combine email what happens is I can really develop a follow-up emails and various storage e-mails here and we have active advises so using is truly easy you can start for free by simply adding the combination and now you know how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I’ve worked with many clients, handled several projects at the same time, and preserved a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a service, I explored different platforms however found them to be either too expensive or too complex 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 effortlessly integrates with Gmail, making it perfect for freelance reporters who heavily count on email interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, offering you a clear overview of your communications with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to monitor the progress and handle of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from list building to project completion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important e-mails, and team up in real-time, improving productivity and guaranteeing everybody remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can develop design templates for typical email responses, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to integrate with other tools and develop customized options.
This versatility enables freelance journalists with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement tasks, from ideation to deployment.
You can produce customized stages for various development phases, designate tasks to employee, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more affordable option, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring procedure and client relationships is critical to your success. deals a cost effective and intuitive service that perfectly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.