As a seasoned freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and supporting client relationships. In this post, I will dig into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to utilize Microsoft Dynamics Crm Vs Streak for your customer relations collaboration communication and a lot more so let’s enter into it firstly you need to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute 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 really fantastic and I’ll reveal you how to do that as a complete newbie it will assist you customize a perfect procedure for your group and you will be able to get your work done now let’s really enter into the procedure now is offered as an extension and it’s totally totally free so when you get to the site you’ll get this option here which is add 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 on contribute to Chrome click ADD extension and your extension will be included fine 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 same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click 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 recently seen all tracked e-mails and upgraded reply and after that we have this brand-new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new dashboard for here I’ll have the ability 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 new pipeline let’s really do that you will click on new pipeline here and we have various options first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead called pitched demo working out 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 e-mail from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I believe all of these are really already developed so this is in fact pretty excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the very 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 get rid of the demo here and after that we have negotiating with negotiating I can go with 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 desire so you will click on this plus here and we have free form a date check box fall 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 go with this one here this is the field that was really missing and I’ll actually reorganize and put the notes here fine email thread count close date alright company’s size offer size and Business size okay let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually developed by date created followers and more so I really wish to choose the produced.
by or possibly the followers since I want to keep an eye on my staff member that are actually 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 great deal of alternatives available within streak is really one of the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have projects too within my job again if I didn’t want to go for these sales if I made with projects then I can choose the job phases right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also provide it different different 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 stages job search financier fundraising others real estate assistance and customized So within our assistance you can see we have incoming appointed working on fixed and sound this is actually pretty good and we also have customized where I can in fact start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to opt for 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 actually looks respectable now I will be able to add my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add 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 on go into 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 add one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new two we can in fact open this up in a brand-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 2 leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just simply click on brand-new now as soon as you create a lead we can really click on this link and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can welcome the staff member we have include columns we have emails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even upload files and then we have the comments at the top here 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 made with this you can in fact click on get in and it will be closed now it will reveal 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 gotten in touch with 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 too uh one more thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with combine email what happens is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so using is really easy you can get going for free by simply including the combination and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed journalist, I’ve worked with various clients, managed several tasks simultaneously, and kept an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for a service, I explored numerous platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from list building to project conclusion.
You can categorize contacts, develop customized stages, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in partnership by enabling you to share pipelines and communicate with team members within the platform.
You can designate jobs, share important e-mails, and team up in real-time, improving productivity and ensuring everybody remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and develop custom options.
This versatility allows independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to implementation.
You can create custom-made phases for various advancement stages, assign jobs to employee, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, reducing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more economical service, particularly for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
offers a more thorough suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance reporter, managing your hiring process and client relationships is paramount to your success. deals a user-friendly and economical service that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.