As a skilled freelance reporter, I understand the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to use Integrate Streak Crm With Gmail for your client relations collaboration interaction and a lot more so let’s enter it first off 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 add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total beginner 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 the procedure now is readily available as an extension and it’s completely totally 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 on contribute to Chrome click ADD extension and your extension will be included fine 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 sign in make certain to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after including 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 e-mails and updated reply and after that we have this 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 brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually do that you will click brand-new pipeline here and we have different choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size business size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wished to create another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really select different colors for each of the stages however I think all of these are in fact already produced so this is actually quite excellent what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we just 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 working out with negotiating I can choose 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 on this plus here and we have free form a date check box fall General email email tracking job 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date alright company’s size offer size and Company size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have created by date developed fans and more so I actually want to go for the produced.
by or perhaps the followers because I wish to keep track of my staff member that are really following this so I will you understand 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 great deal of options offered within streak is really one of the easiest and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my task once again if I didn’t want to opt for these sales if I finished with tasks then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also provide it different different colors we also have organization 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 financier fundraising others property support and custom-made So within our support you can see we have actually inbound appointed dealing with dealt with and sound this is actually respectable and we also have custom-made where I can in fact start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on create now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click on this fall and we have handle phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click go into so now you can see we have actually one lead produced let’s say that there is really closed one so I’m going to include 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 just gon na work this way now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click new now as soon as you produce a lead we can in fact click on this link and it will now open up 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 created remember and after that we have invite colleagues so from here I can welcome the team members we have add columns we have emails files and remarks you can change 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.
attachments so this is how you create a lead within your when you’re made with this you can in fact click get in and it will be closed now it will reveal you something like this we have all of our information collected 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 deleting and sharing also uh one more thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what happens is I can really develop a follow-up emails and various storage emails here and we have active instructs so utilizing is really simple you can get started for free by just adding the combination and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As an independent journalist, I’ve dealt with many clients, managed multiple jobs at the same time, and maintained an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my quest for an option, I checked out numerous platforms however found them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who heavily count on e-mail communication. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails easily, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from lead generation to project conclusion.
You can classify contacts, produce custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates cooperation by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, boosting efficiency and making sure everyone remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and established pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software development. Here’s how:.
provides a robust API and substantial developer documents, making it simple to incorporate with other tools and develop customized options.
This flexibility permits freelance reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to deployment.
You can create customized phases for different development phases, designate tasks to team members, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly features, lessening the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and modification.
Affordable service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable solution, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent journalist, handling your hiring process and customer relationships is critical to your success. offers a cost effective and user-friendly service that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.