As a skilled freelance reporter, I understand the obstacles of managing jobs, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply 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 Streak Crm Slows Down My Gmail for your customer relations cooperation communication and far more so let’s get into it firstly you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete novice it will assist you personalize a best procedure for your team and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s totally free so once you get to the site 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 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 check in ensure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this brand-new option 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 have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives first of all we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern 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 stage you will click on this Plus at the top and you will provide your phase a name let’s state that you in fact wanted to produce another um you understand phase here for example 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 choose various colors for each of the stages but I think all of these are actually already developed so this is actually pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and then we have negotiating with negotiating I can opt for 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 desire so you will click on this plus here and we have totally free form a date check box drop down General email email tracking task 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 and I’ll actually reorganize and put the notes here fine e-mail thread count close date alright company’s size offer size and Business size alright let’s get rid of the company size and I’m gon na really discover something else within the general where we have developed by date developed fans and more so I in fact want to go for the created.
by or maybe the followers since I wish to keep track of 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 choices offered within streak is in fact one of the simplest and among the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my job once again if I didn’t wish to opt for these sales if I did with projects then I can opt for the task phases right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise provide it various 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 financier fundraising others realty support and customized So within our assistance you can see we have incoming designated working on solved and noise this is actually respectable and we likewise have custom where I can in fact start something from the scratch totally according to my business 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 a team member so I’m going to opt for the shared one here and click develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can actually click this drop down 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 simply click and I’ll have the ability to add it click on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click on enter so now you can see we have one lead developed 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 brand-new I’m going to add another lead let’s call it brand-new two we can in fact 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 two leads then let’s state there was a called also there’s one working out so I’ll just simply click on new now when you create a lead we can in fact click on this link and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails 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 meeting notes and we even have our.
accessories so this is how you produce a lead within your once you’re finished with this you can really click go into and it will be closed now it will show you something like this we have all of our data gathered 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 different 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 have the ability to see we have private option we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very easily from here and it will also show me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge e-mail and with merge email what occurs is I can actually create a follow-up e-mails and different storage emails here and we have active advises so using is really easy you can get started free of charge by just including the combination and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a freelance journalist, I have actually dealt with numerous clients, managed numerous jobs concurrently, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my quest for an option, I explored various platforms however discovered them to be either too expensive 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 client relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who greatly depend on email interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from lead generation to project completion.
You can classify contacts, develop custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, enhancing performance and ensuring everybody stays on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can produce templates for typical e-mail responses, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and construct customized services.
This flexibility allows self-employed journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application advancement jobs, from ideation to implementation.
You can produce customized phases for various advancement phases, assign jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly features, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget-friendly service, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail communication.
As a self-employed reporter, handling your hiring process and customer relationships is paramount to your success. offers a intuitive and economical solution that flawlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.