As a seasoned freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and supporting client relationships. In this short article, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to utilize Streak Crm Gmail for your consumer relations cooperation interaction and much more so let’s enter it firstly you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete newbie it will help you personalize a best process for your group and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s entirely free so as soon as you get to the site 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 add to Chrome click on ADD extension and your extension will be included okay 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 added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-new option 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 develop a 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 new pipeline let’s really do that you will click new pipeline here and we have various options first off we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus on top and you will give your stage a name let’s state that you in fact wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really pick various colors for each of the stages but I think all of these are in fact already created so this is actually 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 demo are kind of like the exact 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 really let’s get rid of the demonstration here and after that we have negotiating 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 different fields that you want so you will click this plus here and we have free form a date check box fall General e-mail email tracking task 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 opt for this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date all right business’s size deal size and Business size alright let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually developed by date produced fans and more so I really want to choose the produced.
by or maybe the followers due to the fact that I want to keep an eye on my employee that are in fact 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 lot of choices offered within streak is really among the easiest and among the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project again if I didn’t wish to opt for these sales if I made with jobs then I can go with the project phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also provide it various different colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others property support and custom-made So within our assistance you can see we have actually inbound assigned working on resolved and noise this is actually pretty good and we also have custom where I can in fact start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can really click on this fall and we have handle stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on go into so now you can see we have one lead developed let’s say that there is actually 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 new two we can actually 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 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now as soon as you produce a lead we can actually click on this link and it will now open 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 produced remember and after that we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even submit files and after that we have the remarks at the top here once again we have the call log we have our conference 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 actually click go into and it will be closed now it will show you something like this we have all of our information 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 one more thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these stages Combinations 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 data for notices for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files likewise now I can change 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 likewise show me the e-mails that I will be getting for my pipelines that I have actually produced 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 develop a follow-up e-mails and different storage e-mails here and we have active advises so using is really easy you can begin for free by just adding the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As an independent reporter, I’ve worked with many clients, handled multiple projects all at once, and maintained a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a service, I checked out different platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to monitor the progress and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from list building to task conclusion.
You can categorize contacts, develop custom phases, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share essential emails, and work together in real-time, improving efficiency and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can create design templates for typical email reactions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and develop custom services.
This flexibility permits independent reporters with coding skills to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development jobs, from ideation to deployment.
You can produce custom-made phases for different advancement stages, appoint tasks to employee, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email communication.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. offers a economical and instinctive option that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism profession 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.