As an experienced freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and supporting client relationships. In this short article, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to use Streak Crm Add On For Gmail что это for your consumer relations collaboration interaction and much more so let’s get into it first off you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really 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 personalize a best process for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is available as an extension and it’s totally complimentary so once you get to the website you’ll get this alternative 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 on contribute to Chrome click ADD extension and your extension will be added 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 simply check in make certain to sign.
into the very 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 enable after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this 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 brand-new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead called pitched demo working out close phone closed uh you understand 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 priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will offer your stage a name let’s state that you really wanted to produce another um you know stage here for example let’s say 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 actually already produced so this is really quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and then we have negotiating 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 want so you will click on this plus here and we have free type a date check box fall General e-mail 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 really missing and I’ll actually rearrange and put the notes here fine e-mail thread count close date okay company’s size deal size and Business size okay let’s get rid of the business size and I’m gon na actually find something else within the basic where we have created by date produced fans and more so I actually want to go for the produced.
by or maybe the fans since I wish to monitor 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 great deal of options offered within streak is actually one of the easiest 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 once again if I didn’t want to choose these sales if I made with projects then I can choose the task stages right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can also give it different different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others real estate support and custom-made So within our support you can see we have actually incoming appointed working on solved and noise this is really respectable and we also have custom where I can in fact start something from the scratch absolutely according to my service for me we simply 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 a staff member so I’m going to choose the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click on this fall and we have handle stage or relabel so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click on enter so now you can see we have actually one lead developed let’s say that there is really 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 brand-new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a called as well there’s one negotiating so I’ll just simply click brand-new now once you create a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the employee we have include columns we have e-mails 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.
accessories so this is how you create a lead within your as soon as you’re made with this you can really click on go into and it will be closed now it will show you something like this we have all of our data 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 personal choice we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail really quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine email and with merge e-mail what happens is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so using is actually easy you can get going totally free by just adding the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with many customers, managed several tasks all at once, and maintained an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my mission for a solution, I explored numerous platforms however discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who heavily rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to manage and keep track of the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to task completion.
You can classify contacts, create customized phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can develop templates for common e-mail reactions, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to integrate with other tools and develop custom-made services.
This flexibility enables independent journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to deployment.
You can develop customized phases for different development stages, appoint tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly functions, reducing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget-friendly option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring process and customer relationships is paramount to your success. offers a budget friendly and user-friendly solution that flawlessly integrates with Gmail, enabling 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 simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.