As a seasoned freelance journalist, I understand the obstacles of managing projects, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to use Ifttt Crm Streak for your consumer relations cooperation interaction and much more so let’s enter into it first off you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total newbie it will assist you tailor a best process for your group and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s entirely free so as soon as you get to the site you’ll get this option here which is contribute 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 add to Chrome click 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 simply check in make sure to sign.
into the exact same Gmail that you have actually 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 permit 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 seen all tracked emails and updated reply and after that 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 merges so you can see this is like our brand-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 employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click on new pipeline here and we have various options first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size business 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 this Plus on top and you will give your stage a name let’s say that you in fact wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select various colors for each of the stages however I believe all of these are really already produced so this is really quite outstanding what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and after that 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 different fields that you desire so you will click this plus here and we have free kind a date check box drop down General e-mail email tracking job 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 choose this one here this is the field that was in fact missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date okay business’s size deal size and Business size all right let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have produced by date produced fans and more so I in fact wish to opt for the produced.
by or possibly the followers due to the fact that I wish to keep an eye on my employee that are really 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 great deal of options available within streak is actually one of the most convenient and among the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I finished with jobs then I can choose the task stages right here and once 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 different colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others real estate assistance and custom-made So within our support you can see we have actually incoming appointed dealing with resolved and noise this is actually respectable and we also have custom-made 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 on create personal 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 create now it will just take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have handle phase or relabel so as I continue as I add 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 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 on get in so now you can see we have actually one lead created let’s state 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 include another lead let’s call it new 2 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 by doing this now you can see we have two leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click on new now once you develop a lead we can in fact click here and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can actually click on get in and it will be closed now it will show 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal 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 be able to in fact incorporate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create 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 switch to our simple Gmail very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine e-mail and with merge email what happens is I can actually produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly easy you can begin totally free by just including the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent journalist, I’ve dealt with numerous customers, managed several jobs concurrently, and preserved an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my quest for a service, I checked out numerous platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance reporters who heavily depend on email communication. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, providing you a clear introduction of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to keep track of the development and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, produce custom-made phases, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in partnership by allowing you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential e-mails, and collaborate in real-time, boosting productivity and guaranteeing everybody stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can develop design templates for typical email actions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to integrate with other tools and construct custom options.
This versatility permits freelance journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to deployment.
You can produce custom stages for different development stages, designate tasks to employee, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, reducing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget-friendly service, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email communication.
As a self-employed reporter, handling your hiring process and customer relationships is critical to your success. deals a user-friendly and budget friendly service that effortlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.