As a skilled freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and nurturing client relationships. In this post, 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 contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be revealing you how to use Can I Use Streak Crm With Central Directory G Suite for your client relations collaboration communication and much more so let’s get into it to start with you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total newbie it will assist you personalize a best procedure for your group and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s completely free so when you get to the website you’ll get this choice 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 on ADD extension and your extension will be added okay it’s done and now it is adding 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 check in ensure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated 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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a brand-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 in fact do that you will click on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration 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 email from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will offer your stage a name let’s say that you really wanted to create another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact pick various colors for each of the stages but I think all of these are really already created so this is in fact quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are sort 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 actually let’s eliminate the demonstration here and then 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 desire so you will click on this plus here and we have totally free kind a date check box drop down General e-mail e-mail 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 choose this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here all right email thread count close date alright business’s size deal size and Business size fine let’s get rid of the business size and I’m gon na really discover something else within the general where we have actually developed by date created fans and more so I actually want to choose the created.
by or possibly the fans since I wish to keep track of my employee 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 wanted for my pipeline now you can see there are a lot of options available within streak is actually one of the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my task again if I didn’t wish to opt for these sales if I finished with projects then I can choose the project phases right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also give it different various colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search investor fundraising others property assistance and custom-made So within our support you can see we have actually incoming designated dealing with fixed and sound this is in fact respectable and we likewise have custom-made where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na choose the sales here and click produce personal 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 create now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click this fall and we have manage phase or relabel so as I continue as I include different 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 brand-new and click enter so now you can see we have actually 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 brand-new I’m going to add another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click brand-new now as soon as you produce a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re made 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 2 leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine email and with combine e-mail what occurs is I can in fact create a follow-up emails and various storage e-mails here and we have active advises so using is really simple you can get started for free by just adding the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a self-employed reporter, I have actually dealt with various clients, handled numerous tasks at the same time, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my mission for a service, I checked out different platforms but found them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to monitor the development and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to project conclusion.
You can categorize contacts, develop customized phases, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important emails, and team up in real-time, enhancing efficiency and ensuring everyone remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can produce design templates for common e-mail responses, schedule follow-ups, and established tips, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to incorporate with other tools and construct custom-made options.
This flexibility allows freelance journalists with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to implementation.
You can produce custom-made stages for different advancement phases, appoint tasks to employee, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, minimizing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. offers a instinctive and economical service that flawlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material 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 impact of Streak CRM in your freelance journalism ventures.