As a seasoned freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this short article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be revealing you how to use Adding Contacts To Gmail Through Streak Crm for your consumer relations cooperation interaction and far more so let’s get into it first of all you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete novice it will assist you personalize a perfect process for your group and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s entirely totally free so once you get to the website you’ll get this alternative here which is add 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 add to Chrome click on 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 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 very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this brand-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 merges so you can see this resembles our new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will provide your stage a name let’s state that you really wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose various colors for each of the stages but I think all of these are in fact already created so this is actually quite impressive what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and then we have working out with negotiating I can opt for 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 want so you will click this plus here and we have totally free type a date check box drop down General email email 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 opt for this one here this is the field that was actually missing and I’ll really reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Business size fine let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually produced by date developed fans and more so I actually want to choose the produced.
by or maybe the fans 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 some of the fields that I wanted for my pipeline now you can see there are a lot of alternatives offered within streak is in fact among the simplest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my task again if I didn’t wish to choose these sales if I did with tasks then I can opt for the task phases right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also offer it various various colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others realty support and custom-made So within our assistance you can see we have actually inbound appointed dealing with resolved and noise this is in fact pretty good and we also have custom-made where I can really start something from the scratch completely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click 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 create now it will just take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can actually click on this fall and we have handle phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply 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 get in so now you can see we have one lead developed let’s say that there is actually 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 add another lead let’s call it new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a contacted too there’s one working out so I’ll just simply click on new now as soon as you produce a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed remember and after that we have invite colleagues so from here I can invite the team members we have add columns we have e-mails files and comments 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 remarks 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 when you’re done with this you can really click on enter and it will be closed now it will reveal you something like this we have all of our data collected 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 pick different leads from here the stages and we can perform bulk actions such as deleting and sharing too 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 Integrations and automation this is one of the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with combine email what takes place is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so using is actually simple you can begin free of charge by simply adding the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to 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 have actually worked with numerous clients, handled multiple jobs concurrently, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too complicated or too expensive 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 client relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who greatly depend on e-mail communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, giving you a clear summary of your communications with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to monitor the progress and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to project conclusion.
You can categorize contacts, create custom phases, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
assists in collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can assign tasks, share essential e-mails, and team up in real-time, improving productivity and making sure everybody stays on the exact same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can create design templates for common email responses, schedule follow-ups, and set up tips, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial designer paperwork, making it simple to incorporate with other tools and construct custom-made services.
This flexibility enables freelance reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to deployment.
You can create custom-made stages for various development stages, designate tasks to employee, and track progress effectively.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
Expense:.
provides a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Integration:.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email interaction.
Conclusion:.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. offers a user-friendly and economical solution that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.