As a skilled freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to use Crm Streak For Gmail Is It Free for your client relations partnership interaction and far more so let’s get into it first of all you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total newbie it will help you customize a best procedure for your group and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally totally free so once 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 contribute to Chrome click ADD extension and your extension will be included 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 check in make sure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just 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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size company 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 on top and you will provide your phase a name let’s say that you in fact wished to develop another um you know stage 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 in fact choose various colors for each of the stages however I think all of these are actually currently produced so this is really pretty impressive what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are sort of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo here and then we have working out 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 different fields that you desire so you will click on this plus here and we have complimentary form 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 choose this one here this is the field that was really missing and I’ll actually reorganize and put the notes here fine email thread count close date okay business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na really find something else within the general where we have produced by date created fans and more so I in fact wish to choose the created.
by or perhaps the fans due to the fact that I want to track my team members that are really following this so I will you understand 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 options available within streak is actually among the simplest and among the most uh you know versatile out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t want to go for these sales if I finished with tasks then I can go with the task phases right here and once again the fields the process 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 likewise have service Dev here you can see then we have working with so if you do working with then this is going to be your phases job search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound appointed working on dealt with and noise this is actually pretty good and we likewise have custom-made where I can really start something from the scratch totally according to my service for me we merely have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click create 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 be able to add my Lead Series so you can actually click this drop down and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click 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 get in so now you can see we have actually one lead created let’s state that there is in fact 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 include another lead let’s call it new 2 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 by doing this now you can see we have two leads then let’s say there was a called also there’s one working out so I’ll just merely click on brand-new now once you create a lead we can really click on this link and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even submit files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re finished with this you can in fact click on get in and it will be closed now it will reveal 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 contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily 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 change to our easy Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what occurs is I can really produce a follow-up e-mails and various storage emails here and we have active advises so using is really simple you can begin for free by just adding the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it connects to. As a freelance journalist, I have actually dealt with numerous customers, managed several projects concurrently, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my mission for a service, I checked out numerous platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance reporters who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to manage and monitor the progress of your projects 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, create custom phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share essential emails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the same page.
Adjustable Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can produce templates for common email actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial developer documents, making it easy to incorporate with other tools and build custom-made services.
This flexibility permits independent reporters with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software advancement projects, from ideation to implementation.
You can develop custom-made phases for different advancement phases, appoint jobs to staff member, and track progress effectively.
Pros and Cons of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly functions, minimizing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient option for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
offers a more budget friendly option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
supplies a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Integration:.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email communication.
Conclusion:.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. offers a user-friendly and budget friendly solution that flawlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.