As an experienced freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to use How To Copy Google Contacts Into Streak Crm for your consumer relations cooperation communication and far more so let’s enter into it firstly you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually 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 in fact enter the process now is readily available as an extension and it’s totally free so when you get to the website you’ll get this option here which is contribute 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 on 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 just sign in make certain to sign.
into the exact 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 just scroll down and click on permit after including this is what your Gmail will look 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 then we have this brand-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 merges so you can see this is like our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various options to start with we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click on this Plus on top and you will give your phase a name let’s say that you really wished to produce another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick various colors for each of the stages however I believe all of these are really currently produced so this is in fact quite excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate 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 on this plus here and we have complimentary form a date check box drop down 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 out on and I’ll in fact reorganize and put the notes here okay email thread count close date okay business’s size offer size and Business size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have developed by date developed followers and more so I really want to opt for the produced.
by or possibly the followers because I wish to track my staff member that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of options readily available within streak is really among the simplest and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my job again if I didn’t want to opt for these sales if I did with jobs then I can go with the project stages right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it various different colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages task search investor fundraising others real estate assistance and customized So within our assistance you can see we have actually incoming designated dealing with solved and noise this is actually respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can in fact click this fall 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 simply click and I’ll be able to include it click the top here add a box so click ADD box here and I’m going to add 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 state 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 brand-new 2 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 2 leads then let’s state there was a contacted also there’s one negotiating so I’ll just merely click on brand-new now when you produce a lead we can actually click on this link and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed remember and then we have welcome teammates so from here I can welcome the staff member we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails 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.
attachments so this is how you create a lead within your when you’re made with this you can really click enter 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly 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 easy Gmail really easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with merge email what happens is I can actually create a follow-up emails and various storage emails here and we have active advises so using is really simple you can get started for free by just including the combination and now you know how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I’ve worked with various clients, handled several tasks at the same time, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my mission for a service, I checked out different platforms but discovered them to be either too costly or too intricate 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 perfectly incorporates with Gmail, making it ideal for independent reporters who heavily count on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from lead generation to job completion.
You can categorize contacts, develop customized stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can assign jobs, share important emails, and work together in real-time, boosting productivity and ensuring everybody stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can create templates for typical email actions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive developer documents, making it easy to integrate with other tools and build customized solutions.
This flexibility enables self-employed reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to implementation.
You can produce custom-made phases for various development phases, appoint jobs to staff member, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use functions, lessening the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective service, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail interaction.
As an independent reporter, handling your hiring process and customer relationships is critical to your success. offers a budget friendly and intuitive service that effortlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated 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 author, material, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.