As an experienced freelance journalist, I understand the obstacles of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dig into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be revealing you how to use Quickbooks Online To Streak Crm Zapier for your client relations cooperation interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive at 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 Hub and we can in fact turn our Gmail into a platform which is truly amazing 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 actually enter into the procedure now is offered as an extension and it’s entirely totally free so once you get to the website you’ll get this alternative 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 on contribute to Chrome click on ADD extension and your extension will be added 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 just check in ensure to sign.
into the very same Gmail that you have added 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 adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then 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 brand-new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various choices first of all we have the stages so this is where you will select these stages 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 supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will offer your stage a name let’s say that you really wished to create another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick different colors for each of the stages but I think all of these are in fact currently developed so this is really quite excellent what I will do is I will actually 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 opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and after that we have negotiating with negotiating I can choose like in progress or something and now you can see these are my phases 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 totally free kind a date check box drop down General email email tracking task calls and meetings 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 actually reorganize and put the notes here okay email thread count close date okay business’s size deal size and Business size fine let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually developed by date created followers and more so I really want to choose the produced.
by or perhaps the followers because I want to track my staff member 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 lot of choices available within streak is actually one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t want to go for these sales if I made with tasks then I can choose the project stages right here and 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 likewise give it different various colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others property support and customized So within our support you can see we have actually inbound designated dealing with resolved and noise this is really respectable and we also have custom-made where I can in fact start something from the scratch completely according to my business for me we just 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 opt for the shared one here and click on create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can actually click on this drop down and we have manage stage 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 add 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 go into so now you can see we have one lead produced let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can in fact 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 say there was a gotten in touch with too there’s one negotiating so I’ll just simply click new now as soon as you produce a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and then we have invite teammates so from here I can welcome the employee we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that 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 create a lead within your as soon as you’re finished with this you can actually click on go into 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 contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more 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 among the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what happens is I can in fact create a follow-up emails and different storage emails here and we have active instructs so utilizing is truly simple you can get started totally free by simply including the integration and now you understand how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a self-employed journalist, I’ve worked with many clients, managed numerous projects simultaneously, and preserved a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a solution, I checked out numerous platforms however discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who heavily count on email communication. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your e-mails easily, providing you a clear summary of your communications with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to manage and monitor the progress of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from list building to job completion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, boosting productivity and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can produce design templates for common email responses, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to incorporate with other tools and construct custom-made solutions.
This flexibility allows self-employed reporters with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to implementation.
You can create customized stages for different advancement phases, appoint jobs to team members, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use functions, lessening the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and customer relationships is vital to your success. deals a affordable and instinctive service that effortlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.