As a seasoned freelance journalist, I understand the obstacles of managing jobs, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be showing you how to utilize How To Connect Streak Crm With Google Calendar for your customer relations partnership communication and much more so let’s get into it to start with you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete beginner it will help you tailor a perfect procedure for your team and you will be able to get your work done now let’s actually enter into the process now is readily available as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to choose 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 alright 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 merely check in make certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and updated reply and then we have this brand-new alternative 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 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 produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options firstly we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will give your stage a name let’s state that you really wanted to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can develop 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 really already produced so this is in fact pretty impressive what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can choose 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 want so you will click on this plus here and we have free form a date check box drop down General email e-mail 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 go with this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date okay business’s size deal size and Business size all right let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually produced by date developed followers and more so I in fact want to opt for the developed.
by or possibly the followers due to the fact that I wish to keep an eye on my team members that are actually 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 alternatives available within streak is actually one of the simplest and one of the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my task again if I didn’t wish to opt for these sales if I finished with jobs then I can go with the task stages right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also give it different various colors we likewise have service 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 investor fundraising others realty assistance and customized So within our support you can see we have actually incoming designated working on fixed and sound this is actually pretty good and we likewise have custom-made where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na go with the sales here and click create private 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 on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here add a box so click on 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 get in so now you can see we have actually one lead produced let’s say that there is in fact 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 add another lead let’s call it new 2 we can really open this up in a 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 two leads then let’s say there was a contacted also there’s one negotiating so I’ll just merely click on new now when you produce a lead we can really click here and it will now open up the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can invite the team members we have include columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re finished with this you can really click on 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is among the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer information for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and develop our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what happens is I can really produce a follow-up emails and various storage e-mails here and we have active advises so using is really easy you can get started for free by simply including the integration and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before 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 worked with various customers, handled multiple tasks at the same time, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a service, I explored numerous platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed journalists who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from lead generation to project completion.
You can classify contacts, produce custom-made stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
helps with cooperation by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share important emails, and collaborate in real-time, improving performance and making sure everybody stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce templates for common email reactions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software development. Here’s how:.
supplies a robust API and extensive designer paperwork, making it easy to integrate with other tools and build custom options.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adjusted to manage software application advancement tasks, from ideation to implementation.
You can create custom stages for various advancement stages, designate jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
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 adapt to private requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more cost effective solution, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. offers a intuitive and affordable option that flawlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.