As an experienced freelance reporter, I understand the obstacles of handling jobs. Jotform With Streak Crm …tracking leads, and supporting customer relationships. Over the years, I’ve explore various tools to simplify my workflow and improve performance. One tool that has actually truly revolutionized my hiring procedure. In this post, I will look into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use Jotform With Streak Crm for your customer relations cooperation interaction and much more so let’s enter into it to start with you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute 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 remarkable and I’ll reveal you how to do that as a total novice it will assist you customize an ideal process for your group and you will be able to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s completely 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 okay 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 merely check in make certain to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after adding 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 brand-new choice 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 produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have various options firstly we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will offer your phase a name let’s say that you in fact 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 really pick various colors for each of the stages but I believe all of these are really currently developed so this is actually pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo here and after that 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 different fields that you desire so you will click this plus here and we have complimentary form a date check box drop down General e-mail e-mail tracking task calls and conferences so I do not 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 choose this one here this is the field that was really missing and I’ll really reorganize and put the notes here all right e-mail thread count close date alright company’s size deal size and Company size fine let’s get rid of the company size and I’m gon na really find something else within the general where we have actually developed by date produced followers and more so I really wish to choose the produced.
by or possibly the fans since I want to track my staff member that are actually 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 alternatives available within streak is in fact among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my task again if I didn’t want to opt for these sales if I finished with jobs then I can go with the task stages right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it various various colors we likewise have company Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others property support and customized So within our assistance you can see we have incoming assigned dealing with solved and noise this is really pretty good and we also have customized where I can in fact start something from the scratch totally according to my business for me we simply have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a team member 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 really looks pretty good 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 add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have actually one lead produced 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 brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just simply click on new now when you create a lead we can in fact click on this link and it will now open the various fields that we included 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 invite the team members we have add columns we have emails 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 after that 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 create 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 information gathered here and at the top we’re getting our account such as 2 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 erasing and sharing too uh another thing with srix on top you will be able to see we have private choice we have these three dots where we can find these stages Combinations and automation this is among the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what occurs is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually easy you can get started free of charge by just including the combination and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I’ve dealt with many customers, handled numerous projects at the same time, and maintained a comprehensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for an option, I checked out various platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear introduction of your communications with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to monitor the development and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from list building to project conclusion.
You can categorize contacts, produce custom phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial emails, and work together in real-time, boosting productivity and guaranteeing everyone stays on the very same page.
Customizable Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can create templates for common email responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct custom-made services.
This versatility enables self-employed reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to implementation.
You can produce custom-made stages for different development stages, designate jobs to team members, and track development effectively.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Economical option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
provides a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Integration:.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
Conclusion:.
As an independent journalist, managing your hiring process and customer relationships is vital to your success. deals a cost effective and intuitive option that seamlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.