As an experienced freelance journalist, I comprehend the challenges of managing jobs, tracking leads, and supporting customer relationships. In this post, I will dive 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 utilize for newbies hey guys welcome back in this video I will be showing you how to utilize Streak Crm Email Integration for your customer relations partnership communication and far more so let’s enter it first of all you require to go to streak.com and you will arrive on this website 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 really turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete novice it will help you personalize a perfect process for your group and you will have the ability to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s completely totally free so once you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to pick 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 added okay it’s done and now it is contributing to Gmail and it will take me straight 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 sign in make certain to sign.
into the 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 just scroll down and click permit after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked emails and updated reply and then we have this brand-new alternative 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 resembles our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click on new pipeline here and we have different choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo 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 e-mail last email from lead Source concern industry offer size company 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 on top and you will provide your stage a name let’s state that you actually wished to develop another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really select various colors for each of the stages but I believe all of these are actually currently produced so this is really pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have complimentary form a date check box drop down General e-mail email tracking task calls and meetings so I don’t 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 really missing and I’ll really reorganize and put the notes here alright e-mail thread count close date okay business’s size offer size and Business size alright let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually produced by date produced fans and more so I really want to opt for the developed.
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 a few of the fields that I desired for my pipeline now you can see there are a great deal of alternatives offered within streak is actually one of the most convenient and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my project once again if I didn’t want to opt for these sales if I finished with projects then I can choose the job stages right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also provide it different various colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your phases job search financier fundraising others real estate support and customized So within our support you can see we have actually incoming appointed working on fixed and noise this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch completely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click produce 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 be able to add my Lead Series so you can in fact click on this fall and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click on 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 get in so now you can see we have actually one lead produced let’s say 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 two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can really click on this link and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re done 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 collected here and at the top we’re getting our account such as two leads one gotten in touch with 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 on top you will have the ability to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail very quickly from here and it will likewise reveal me the e-mails 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 combine email what occurs is I can really produce a follow-up e-mails and different storage emails here and we have active advises so using is truly simple you can get started totally free by simply including the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I’ve worked with many customers, handled numerous projects at the same time, and preserved an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for an option, I checked out various platforms however found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed reporters who heavily count on email communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, providing you a clear summary of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to manage and keep track of the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from lead generation to job conclusion.
You can classify contacts, create customized stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
assists in partnership by allowing you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important emails, and work together in real-time, boosting performance and making sure everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce design templates for typical email actions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
provides a robust API and extensive developer paperwork, making it simple to incorporate with other tools and build custom-made options.
This flexibility permits independent journalists with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software development tasks, from ideation to release.
You can develop custom stages for different development phases, appoint tasks to employee, 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 features, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email communication.
As an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a budget friendly and intuitive solution that effortlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or material developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.