As a seasoned freelance reporter, I understand the challenges of managing projects, tracking leads, and nurturing customer relationships. In this article, I will dive into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use How Good Is Streak Crm For Gmail for your customer relations cooperation interaction and a lot more so let’s get into it to start with 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 contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible 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 have the ability to get your work done now let’s actually enter the procedure now is available as an extension and it’s completely 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 choose 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 on ADD extension and your extension will be included alright it’s done and now it is contributing 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 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 permit after adding 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 updated reply and after that we have this new alternative 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 brand-new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have various options to start with 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 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 e-mail last e-mail from lead Source priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will give your stage a name let’s say that you actually wanted to create another um you know phase 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 different colors for each of the stages however I think all of these are really already created so this is actually quite outstanding what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo 2 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 phases 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 type a date check box drop down General e-mail email tracking task calls and conferences 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 go with this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here alright email thread count close date alright company’s size deal size and Business size fine let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have developed by date created followers and more so I actually want to go for the developed.
by or possibly the followers since I wish to keep an eye on my team members that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is really among the easiest 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 job once again if I didn’t wish to choose these sales if I did with projects then I can opt for the task 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 various different colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others real estate assistance and customized So within our support you can see we have actually inbound assigned dealing with resolved and noise this is in fact pretty good and we likewise have custom where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click this fall and we have handle stage or rename so as I continue as I include different 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 add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click get in so now you can see we have one lead produced 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 add another lead let’s call it brand-new 2 we can really open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a contacted also there’s one working out so I’ll just merely click brand-new now when you produce a lead we can really click here and it will now open the different fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can invite the team members we have add columns we have emails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even publish files and then 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 develop a lead within your as soon as you’re finished with this you can actually click on enter and it will be closed now it will reveal 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 called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can change to our easy Gmail extremely easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge email and with combine e-mail what occurs is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really easy you can get going for free by just adding the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As a freelance journalist, I’ve worked with various clients, handled numerous jobs all at once, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for an option, I checked out various platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on email interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to handle and keep track of the progress of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to job conclusion.
You can categorize contacts, develop customized phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can designate jobs, share important emails, and collaborate in real-time, boosting efficiency and making sure everybody remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can produce templates for typical e-mail responses, schedule follow-ups, and established pointers, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer documentation, making it easy to incorporate with other tools and construct custom-made options.
This flexibility enables independent reporters with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to implementation.
You can create custom stages for various advancement stages, designate jobs to staff member, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, reducing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Economical service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more comprehensive suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email communication.
As an independent reporter, managing your hiring procedure and customer relationships is vital to your success. offers a economical and instinctive option that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.