As an experienced freelance journalist, I understand the obstacles of handling tasks, tracking leads, and supporting client relationships. In this short article, I will dig into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be revealing you how to use Pipedrive Streak Crm Integration for your consumer relations collaboration communication and a lot more so let’s enter into it first off you require to go to streak.com and you will arrive on this website right here now is a type 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 truly fantastic and I’ll show you how to do that as a total newbie it will assist you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this alternative here which is add 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 added all right 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 just check in ensure to sign.
into the same Gmail that you have actually 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 allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and upgraded 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 combines so you can see this is like our new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you understand 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 wish to add another phase you will click on this Plus on top and you will offer your phase a name let’s state that you really wanted to produce another um you understand stage here for instance 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 pick different colors for each of the stages but I believe all of these are in fact already produced so this is actually pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and then we have working out with negotiating I can choose 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 complimentary type a date check box drop down General e-mail e-mail tracking task 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 really missing and I’ll actually reorganize and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size okay let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have developed by date developed followers and more so I actually wish to opt for the created.
by or maybe the fans because I want to track my team members 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 desired for my pipeline now you can see there are a great deal of alternatives readily available within streak is in fact among the easiest and one of the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my job again if I didn’t want to choose these sales if I finished with jobs then I can choose the job stages right here and 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 offer it various various colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others property support and custom So within our support you can see we have incoming appointed working on dealt with and sound this is in fact respectable and we also have custom where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on create private 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 develop now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can really click on this drop down and we have handle phase or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click go into 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 add another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too however 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 say there was a contacted also there’s one negotiating so I’ll just simply click brand-new now once you create a lead we can really 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 different columns we have the fields that we created remember and then we have welcome teammates so from here I can welcome the staff member we have include columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and then we have the remarks 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 develop a lead within your as soon as you’re done 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge email and with combine email what occurs is I can in fact create a follow-up emails and various storage emails here and we have active advises so using is actually simple you can get going for free by simply adding the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I’ve dealt with many customers, managed multiple jobs all at once, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a service, I checked out different platforms but discovered them to be either too pricey or too complex 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 consumer relationship management tool that perfectly integrates with Gmail, making it ideal for independent reporters who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to handle and monitor the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from lead generation to job completion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates cooperation by allowing you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial emails, and team up in real-time, enhancing performance and making sure everybody remains on the exact same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive designer paperwork, making it easy to incorporate with other tools and construct custom solutions.
This flexibility allows freelance reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to implementation.
You can create custom-made stages for different advancement stages, assign tasks to employee, and track development effectively.
Pros and Cons of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
uses a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Combination:.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email communication.
Conclusion:.
As an independent reporter, managing your hiring procedure and customer relationships is critical to your success. deals a budget friendly and user-friendly solution that effortlessly integrates with Gmail, allowing you to enhance your operations and concentrate 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 material, writer, or editor 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.