As an experienced freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and supporting client relationships. In this short 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 contrast with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to use Streak Crm для Gmail инструкция for your consumer relations partnership interaction and much more so let’s enter it firstly you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total novice it will assist you tailor a best procedure for your team and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely totally free so when you get to the website you’ll get this alternative 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 on ADD extension and your extension will be included alright it’s done and now it is adding 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 make sure to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your access 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 easy you know folders we are getting recently viewed all tracked e-mails and upgraded 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 combines so you can see this resembles our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have various choices to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will give your phase a name let’s say that you really wished to produce another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose various colors for each of the stages however I think all of these are in fact currently produced so this is actually pretty impressive what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click on this plus here and we have totally free kind a date check box fall General e-mail email tracking job calls and meetings 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 go with this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here all right email thread count close date all right company’s size offer size and Company size okay let’s eliminate the business size and I’m gon na really discover something else within the basic where we have created by date developed followers and more so I really want to go for the produced.
by or maybe the fans since I want to monitor my team members that are in fact following this so I will you know 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 options available within streak is actually among the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my project once again if I didn’t want to go for these sales if I made with jobs then I can go with the project phases right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also offer it different various colors we also have company Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others real estate assistance and custom-made So within our support you can see we have actually incoming designated working on dealt with and noise this is actually pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click on this drop down and we have handle stage 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 include a box in the lead section here and let’s just call it new and click get in so now you can see we have actually one lead developed let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two 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 say there was a called as well there’s one working out so I’ll just simply click on brand-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 created and we have all of these various columns we have the fields that we created remember and then we have invite colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as 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 information 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 select various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail very quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with merge email what happens is I can actually produce a follow-up emails and various storage emails here and we have active instructs so utilizing is really simple you can get going totally free by just adding the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a self-employed journalist, I’ve worked with numerous clients, handled numerous projects simultaneously, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a solution, I explored numerous platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance reporters who greatly depend on email communication. Here are some essential advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails easily, providing you a clear overview of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to keep track of the progress and handle of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to job completion.
You can categorize contacts, create custom phases, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important emails, and team up in real-time, boosting efficiency and guaranteeing everybody stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can create design templates for typical email reactions, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and build custom options.
This versatility allows self-employed reporters with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software development jobs, from ideation to deployment.
You can create custom-made phases for different development stages, assign jobs to staff member, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more affordable solution, specifically 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 functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email interaction.
As an independent reporter, managing your hiring procedure and client relationships is vital to your success. offers a user-friendly and affordable solution that perfectly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the innovative 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 an editor, material, or writer creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.