As an experienced freelance reporter, I understand the difficulties of managing projects, tracking leads, and nurturing client relationships. In this short article, I will dive into the advantages of using 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 guys welcome back in this video I will be revealing you how to utilize Google Streak Crm for your client relations collaboration communication and a lot more so let’s enter it to start with you need to go to streak.com and you will arrive 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 in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total novice it will assist you customize a perfect process for your group and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s totally totally free so once you get to the website 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 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 just sign in make sure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and then 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 combines so you can see this resembles our brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different choices firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead contacted pitched demo negotiating 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 industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will give your phase a name let’s say that you really wanted to develop another um you know stage here for instance 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 pick different colors for each of the stages but I believe all of these are in fact currently developed so this is really pretty excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of 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 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 totally free 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 meetings 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 in fact missing out on and I’ll really rearrange and put the notes here all right e-mail thread count close date fine business’s size deal size and Company size all right let’s get rid of the business size and I’m gon na really find something else within the general where we have produced by date developed followers and more so I actually wish to opt for the developed.
by or maybe the followers since I want to track my staff member that are really following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is really among the simplest and among the most uh you understand versatile out there it’s really easy to use with design templates we have projects too within my project again if I didn’t want to go for these sales if I made with projects then I can opt for 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 likewise give it different different colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others realty assistance and customized So within our assistance you can see we have actually inbound appointed working on solved and sound this is in fact respectable and we also have custom where I can in fact start something from the scratch completely according to my company for me we merely 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 on create 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 add my Lead Series so you can really click on this drop down and we have handle phase or relabel so as I proceed as I add 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 include a box in the lead area here and let’s just call it brand-new and click go into so now you can see we have one lead developed 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 new I’m going to include another lead let’s call it brand-new two 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 in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click on new now as soon as you create 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 produced and we have all of these different columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even upload 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 produce a lead within your when you’re done with this you can really click 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 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 erasing and sharing as well uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail really easily from here and it will also show me the emails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what takes place is I can really create a follow-up e-mails and various storage e-mails here and we have active advises so using is truly easy you can start for free by just adding the combination and now you know how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a self-employed journalist, I’ve worked with various customers, managed several tasks at the same time, and preserved an extensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a solution, I explored different platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily depend on email communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, giving you a clear overview of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to monitor the progress and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to task conclusion.
You can categorize contacts, create custom phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important emails, and work together in real-time, improving performance and ensuring everyone stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and build customized services.
This flexibility allows self-employed reporters with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to deployment.
You can create custom-made stages for different development stages, designate tasks to employee, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more cost effective service, particularly for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and client relationships is critical to your success. deals a budget-friendly and user-friendly service that effortlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.