As a seasoned freelance journalist, I understand the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be revealing you how to use How To Connect Gmail To To Streak Crm for your consumer relations cooperation interaction and much more so let’s get into it firstly you need 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 simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total beginner it will help you personalize a perfect process for your team and you will have the ability to get your work done now let’s really enter into the process now is available as an extension and it’s completely totally 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 pick 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 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 merely sign in ensure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on 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 e-mails and upgraded reply and then 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 resembles our brand-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 employing so this is where we’ll go produce a new pipeline let’s really 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 pick these phases for your pipeline and you can actually we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright 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 company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will provide your phase a name let’s say that you actually wished to produce another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I think all of these are actually already created so this is actually quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that we have working out 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 this plus here and we have complimentary form a date check box fall General email e-mail tracking job calls and meetings so I don’t 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 out on and I’ll in fact rearrange and put the notes here okay email thread count close date okay business’s size deal size and Business size alright let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually created by date produced followers and more so I actually wish to go for the developed.
by or perhaps the followers since I wish to keep an eye on my employee that are really following this so I will you know 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 lot of options readily available within streak is actually one of the easiest and one of the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my task 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 once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also provide it various various colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others realty assistance and custom So within our assistance you can see we have inbound appointed working on solved and noise this is in fact respectable and we also have customized where I can in fact start something from the scratch completely according to my company for me we simply 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 choose the shared one here and click on create now it will simply take a 2nd for a street to produce 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 in fact click on this fall and we have manage stage or relabel so as I continue as I include different 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 include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have one lead produced 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 new I’m going to add another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a called as well there’s one working out so I’ll just simply click brand-new now once you develop a lead we can actually click on this link and it will now open up the various fields that we added so this is a brand-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 invite the staff member we have add columns we have emails files and comments you can change to the emails and it will show you the emails that you got in files we can even publish files and then 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 create a lead within your when you’re made with this you can in fact click get in 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 2 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 carry out bulk actions such as erasing and sharing too uh one more 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 discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail extremely quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the combine email and with combine e-mail what takes place is I can in fact develop a follow-up emails and various storage e-mails here and we have active advises so using is actually easy you can get started for free by just adding the combination and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I’ve worked with numerous customers, handled multiple jobs concurrently, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a solution, I explored numerous platforms however discovered 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent reporters who heavily count on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear summary of your interactions with clients, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to monitor the progress and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to job conclusion.
You can categorize contacts, produce custom-made stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share important emails, and work together in real-time, boosting performance and ensuring everybody remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can produce templates for common email reactions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and substantial designer documentation, making it simple to integrate with other tools and construct custom-made solutions.
This flexibility permits self-employed journalists with coding skills to extend the functionality of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline function can be adapted to manage software development tasks, from ideation to implementation.
You can produce customized stages for different advancement stages, designate tasks to team members, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to more 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 deals substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more extensive suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email communication.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. deals a affordable and instinctive option that perfectly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.