As a seasoned freelance journalist, I understand the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer 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 Streak Crm Gmail Chrome for your consumer relations partnership interaction and much more so let’s enter into it to start with you need to go to streak.com and you will land on this site right here now is a kind 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 fantastic and I’ll show you how to do that as a complete novice it will help you tailor a best process for your team and you will have the ability to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s totally complimentary so as soon as 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 on add to Chrome click ADD extension and your extension will be included all right 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 sure 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 gain access to and we’re gon na simply scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this brand-new choice 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 produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s really do that you will click brand-new pipeline here and we have various choices to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out 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 email from lead Source priority market deal size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will give your stage a name let’s state that you in fact wished to create another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really choose different colors for each of the stages however I think all of these are actually already produced so this is in fact quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have complimentary type a date check box drop down General e-mail 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 choose this one here this is the field that was actually missing and I’ll really rearrange and put the notes here okay email thread count close date okay business’s size offer size and Company size fine let’s get rid of the company size and I’m gon na actually find something else within the basic where we have actually created by date created followers and more so I in fact want to go for the produced.
by or maybe the fans since I wish to keep track of my staff member that are actually following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of choices offered within streak is actually among the simplest and among the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t wish to go for these sales if I did with tasks then I can go with the project phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also offer it various different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others property support and custom-made So within our assistance you can see we have actually inbound assigned working on solved and sound this is actually respectable and we also have customized where I can actually start something from the scratch absolutely according to my company for me we merely 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 go with the shared one here and click develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can really click this drop down and we have handle stage or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able 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 just call it new and click enter so now you can see we have actually one lead developed let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new two we can actually open this up in a 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 two leads then let’s state there was a called also there’s one negotiating so I’ll just merely click new now once you develop a lead we can in fact click here 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 various columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and comments you can change to the e-mails 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 conference notes and we even have our.
accessories so this is how you develop a lead within your once you’re finished with this you can actually click on get in and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one contacted 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 option we have these three dots where we can find these stages Integrations and automation this is among the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail extremely easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge e-mail and with combine email what takes place is I can in fact create a follow-up e-mails and different storage e-mails here and we have active advises so using is really easy you can get started for free by simply adding the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I have actually worked with numerous clients, managed several jobs simultaneously, and preserved a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who heavily depend on email interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails easily, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to handle and keep track of the development of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from lead generation to job conclusion.
You can categorize contacts, produce custom-made stages, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can designate jobs, share important e-mails, and team up in real-time, enhancing performance and making sure everybody remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can create templates for common e-mail actions, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it easy to incorporate with other tools and develop customized services.
This versatility permits independent journalists with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to deployment.
You can create custom-made stages for various development stages, designate jobs to employee, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget-friendly solution, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail interaction.
As an independent journalist, handling your hiring procedure and client relationships is vital to your success. deals a economical and user-friendly service that effortlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.