As an experienced freelance journalist, I understand the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be revealing you how to use Streak Crm For Gmail Extension for your consumer relations collaboration communication and far more so let’s get into it first off you require to go to streak.com and you will arrive on this site right here now is a sort 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 remarkable and I’ll reveal you how to do that as a complete newbie it will help you tailor a best procedure for your team and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s totally complimentary so once you get to the website you’ll get this option 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 add to Chrome click ADD extension and your extension will be added fine 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 know streak to now it will ask you for your access and we’re gon na merely scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails and updated reply and then we have this brand-new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different choices first off we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead contacted pitched demo negotiating close phone closed uh you know 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 company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will provide your phase a name let’s state that you really wished to create another um you know phase 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 choose different colors for each of the stages however I believe all of these are actually currently produced so this is really pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really 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 different fields that you desire so you will click this plus here and we have complimentary kind a date check box fall General email e-mail tracking job calls and conferences so I do not 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 out on and I’ll actually rearrange and put the notes here all right e-mail thread count close date all right company’s size deal size and Business size fine let’s eliminate the company size and I’m gon na really discover something else within the basic where we have created by date created followers and more so I actually wish to opt for the produced.
by or perhaps the fans because I want to keep an eye on my staff member that are really following this so I will you understand 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 readily available within streak is really among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t want to opt for these sales if I finished with tasks then I can opt for the job stages right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also provide it different various colors we also have company 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 assistance and custom So within our support you can see we have actually incoming assigned dealing with solved and noise this is actually respectable and we likewise have custom where I can actually start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can really click this drop down and we have handle stage or relabel so as I continue as I include various 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 include 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 new and click on go into so now you can see we have one lead developed 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 include another lead let’s call it brand-new two we can in fact open this up in a brand-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 2 leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click brand-new now as soon as you develop a lead we can really click here and it will now open the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can welcome the team members we have add columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even submit files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re made with this you can actually click enter 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 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 carry out 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 3 dots where we can discover these phases Integrations and automation this is one of the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what happens is I can actually develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is actually simple you can get started totally free by simply adding the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent journalist, I have actually dealt with numerous clients, handled several projects simultaneously, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a solution, I checked out various 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 self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who heavily count on e-mail communication. Here are some key advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, offering you a clear summary of your communications with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from lead generation to project completion.
You can categorize contacts, produce customized phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial emails, and team up in real-time, boosting productivity and making sure everybody stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop templates for typical e-mail responses, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and construct customized services.
This versatility allows independent journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software development tasks, from ideation to implementation.
You can create custom phases for various development phases, appoint tasks to team members, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly functions, lessening the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a free variation, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email interaction.
As a self-employed reporter, managing your hiring process and customer relationships is critical to your success. offers a inexpensive and instinctive option that seamlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, 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 jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.