As an experienced freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and supporting client relationships. In this article, I will dig into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be revealing you how to utilize Streak Crm For Gmail Chrome Extension for your consumer relations cooperation communication and far more so let’s enter into 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 contribute to our basic Gmail to turn our Gmail into our working Hub 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 total beginner it will assist you customize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s completely totally free so when you get to the site you’ll get this choice 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 on contribute to Chrome click ADD extension and your extension will be included all right 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 simply sign in ensure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and updated reply and after that we have this new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like 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 employing so this is where we’ll go develop a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different choices to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wanted to develop another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually select various colors for each of the stages but I think all of these are actually currently produced so this is really pretty remarkable what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating with negotiating I can choose 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 desire so you will click this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking task calls and conferences 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 actually missing and I’ll in fact reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Business size okay let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have developed by date produced followers and more so I in fact want to go for the developed.
by or perhaps the followers due to the fact that 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 options offered within streak is in fact among the most convenient and among the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my project again if I didn’t wish to choose these sales if I did with jobs then I can opt for the project phases right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also offer it different various colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search financier fundraising others real estate assistance and customized So within our support you can see we have actually inbound designated dealing with solved and noise this is really respectable and we also have customized where I can really start something from the scratch completely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce 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 have the ability to include my Lead Series so you can actually click this drop down and we have handle stage or rename so as I proceed as I add various leads here what I I will do is I’ll just merely 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 simply call it new and click go into so now you can see we have one lead developed let’s state that there is in fact 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 in fact 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 contacted as well there’s one negotiating so I’ll just merely click on new now when you create a lead we can actually click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even upload files and then we have the remarks 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 done with this you can actually click on get in 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various 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 be able to see we have private alternative we have these three dots where we can find these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce 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 simple Gmail extremely quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the combine e-mail and with merge email what occurs is I can really develop a follow-up e-mails and various storage e-mails here and we have active instructs so using is really simple you can start free of charge by just including the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed journalist, I’ve worked with numerous clients, handled multiple tasks simultaneously, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I checked out different platforms however found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on email communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear overview of your communications with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from list building to task completion.
You can classify contacts, produce custom-made stages, set reminders, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial emails, and team up in real-time, enhancing efficiency and making sure everybody remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can create templates for common email reactions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and build custom services.
This flexibility allows independent journalists with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to deployment.
You can produce custom-made stages for various development stages, appoint tasks to staff member, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, decreasing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget friendly option, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed journalist, handling your hiring process and client relationships is vital to your success. offers a user-friendly and budget-friendly service that effortlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, writer, or editor creator, 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.