As a seasoned freelance reporter, I understand the difficulties of managing jobs. Analytics Salesforce Crm Netsuite Erp Marketo Streak Mavenlink …tracking leads, and nurturing customer relationships. For many years, I have actually explore various tools to improve my workflow and enhance effectiveness. One tool that has actually truly changed my hiring process. In this post, I will delve into the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be revealing you how to utilize Analytics Salesforce Crm Netsuite Erp Marketo Streak Mavenlink for your customer relations collaboration interaction and much more so let’s enter it firstly you need to go to streak.com and you will land on this website right here now is a kind 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 incredible and I’ll reveal you how to do that as a complete novice it will assist you personalize an ideal procedure for your group and you will have the ability 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 option 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 contribute 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 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 merely check in make sure 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 enable after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this new option 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 again we have our Sports and employing 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 options firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you really wanted to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really pick various colors for each of the stages but I think all of these are actually currently produced so this is actually quite outstanding what I will do is I will really eliminate this one and if you seem 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 demo 2 what I’ll do is really let’s get rid of the demo here and then we have negotiating 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 on this plus here and we have complimentary form a date check box fall General email email tracking job calls and meetings 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 in fact missing out on and I’ll actually reorganize and put the notes here all right email thread count close date okay business’s size offer size and Business size alright let’s get rid of the company size and I’m gon na actually find something else within the general where we have actually created by date produced fans and more so I really want to go for the created.
by or possibly the followers since I wish to keep track of 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 desired for my pipeline now you can see there are a great deal of alternatives offered within streak is in fact one of the simplest and among the most uh you understand flexible 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 go for these sales if I did with tasks then I can opt for the job phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise give it various different colors we also have service 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 financier fundraising others property support and custom So within our support you can see we have actually incoming designated working on resolved and sound this is really pretty good and we likewise have customized where I can actually start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click develop 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 on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have manage stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click 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 enter 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 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 two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click brand-new now as soon as you develop a lead we can actually click on this link and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and then we have the comments at the top here 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 as soon as you’re finished with this you can really click on go into 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 called 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 too uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very easily from here and it will also show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what occurs is I can actually produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is really simple you can begin free of charge by simply adding the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As an independent reporter, I’ve worked with various clients, handled numerous projects simultaneously, and maintained an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms but discovered 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent journalists who heavily depend on email interaction. Here are some key benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear overview of your communications with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to keep track of the development and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from list building to job conclusion.
You can categorize contacts, develop custom-made stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial emails, and work together in real-time, enhancing performance and guaranteeing everyone stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can produce design templates for typical email reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and construct custom solutions.
This flexibility permits freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to release.
You can produce custom phases for various development stages, appoint jobs to staff member, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail communication.
As a self-employed journalist, handling your hiring process and customer relationships is vital to your success. deals a user-friendly and cost effective solution that flawlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the advanced functions 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, content, or writer developer, 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.