As a seasoned freelance reporter, I understand the challenges of handling tasks, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of using 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 beginners hey people invite back in this video I will be showing you how to use Sync Streak Crm And Google Contacts for your customer relations cooperation interaction and much more so let’s get into it first of all you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center 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 total novice it will assist you customize a perfect procedure for your team and you will be able to get your work done now let’s in fact enter into the process now is available as an extension and it’s completely free so when you get to the website you’ll get this option here which is add 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 alright 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 ensure 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 gain access to and we’re gon na merely scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and upgraded reply and then 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 resembles our brand-new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s in fact do that you will click new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source priority industry offer size business 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 at the top and you will give your phase a name let’s say that you actually wanted to develop another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I think all of these are really already produced so this is really quite outstanding 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 type of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo here and after that we have negotiating with negotiating I can go with 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 want so you will click this plus here and we have totally free form a date check box drop down General email email 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 go with this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here alright e-mail thread count close date alright business’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 general where we have produced by date produced fans and more so I really want to choose the created.
by or possibly the followers due to the fact that I want to keep track of my employee 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 choices offered within streak is really among the most convenient and one of the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my task once again if I didn’t wish to go for these sales if I finished with jobs then I can choose the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also give it different different colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others property assistance and custom So within our support you can see we have inbound designated dealing with dealt with and sound this is actually respectable and we likewise have custom where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na choose the sales here and click on develop personal 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 create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click this fall and we have handle phase 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 add it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have actually one lead developed let’s state that there is actually 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 include another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too however 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 contacted too there’s one working out so I’ll just merely click brand-new now when you produce a lead we can actually click here and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments 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 then we have the remarks 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 develop a lead within your once you’re finished with this you can actually click enter and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one contacted 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 carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have private option we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic 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 developed we will even have our merge emails now with our so this is the combine e-mail and with combine email what occurs is I can really create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really easy you can get going for free by simply adding the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As a self-employed journalist, I have actually worked with numerous customers, handled multiple jobs simultaneously, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a solution, I explored various platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear introduction of your interactions with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to monitor the progress and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to task completion.
You can categorize contacts, produce custom-made phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial emails, and work together in real-time, improving efficiency and ensuring everyone remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can produce design templates for typical email responses, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and develop customized solutions.
This versatility enables freelance reporters with coding abilities to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application development jobs, from ideation to implementation.
You can produce custom-made phases for different advancement phases, designate tasks to team members, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, reducing the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more cost effective option, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail communication.
As a freelance reporter, managing your hiring process and client relationships is paramount to your success. deals a affordable and instinctive solution that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.