As a seasoned freelance reporter, I understand the difficulties of managing projects, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be revealing you how to use Gmail And Streak Crm Zap for your consumer relations collaboration communication and far more so let’s enter into it firstly you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete beginner it will help you tailor an ideal process for your group and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s totally free so as soon as you get to the website you’ll get this option 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 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 merely check in make sure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after including this is what your Gmail will look like now you can see here in our easy you understand 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 on 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 once again we have our Sports and working with 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 choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will give your stage a name let’s state that you really wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact pick different colors for each of the stages however I believe all of these are really currently produced so this is actually quite excellent what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are type of like the same thing we just 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 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 different fields that you desire so you will click this plus here and we have complimentary kind a date check box drop down General e-mail e-mail tracking job calls and conferences 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 choose this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na really find something else within the general where we have actually created by date created fans and more so I really wish to go for the produced.
by or maybe the fans because I wish to keep track of my employee that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of alternatives available within streak is in fact one of the simplest and among the most uh you understand versatile out there it’s very 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 did with tasks then I can choose the task stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it different various colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others property support and custom-made So within our support you can see we have incoming appointed working on dealt with and sound this is in fact respectable and we also have custom where I can in fact start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on develop 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 develop now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click on this fall and we have handle stage or relabel so as I continue as I add 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 include a box in the lead area here and let’s just call it brand-new and click get in so now you can see we have one lead created 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 but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just simply click on new now once you create a lead we can actually click here and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and after that we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even upload 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.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can in fact click on get in 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 two 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 also 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 Combinations and automation this is one of the important ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will likewise show me the e-mails 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 merge e-mail and with merge email what happens is I can really produce a follow-up emails and various storage e-mails here and we have active instructs so using is truly simple you can begin for free by simply adding the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I have actually worked with many customers, managed multiple tasks all at once, and maintained a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to simplify my operations.
In my mission for a service, I explored numerous platforms but found them to be either too intricate or too pricey 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 consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who greatly count on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, offering you a clear summary of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to keep track of the development and manage of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to task conclusion.
You can categorize contacts, produce customized stages, set reminders, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can assign jobs, share important emails, and team up in real-time, boosting productivity and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce design templates for common email actions, 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 benefits in terms of coding and software application development. Here’s how:.
provides a robust API and substantial designer documents, making it easy to integrate with other tools and build custom-made solutions.
This versatility enables independent journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to deployment.
You can produce custom-made stages for various development stages, appoint jobs to team members, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, minimizing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more economical option, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. deals a inexpensive and user-friendly service that perfectly incorporates with Gmail, allowing you to enhance your operations and concentrate 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 an ideal option for freelance reporters.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.