As a seasoned freelance journalist, I understand the challenges of handling projects. Streak Crm Mixpanel Integrations …tracking leads, and supporting customer relationships. Throughout the years, I’ve explore various tools to simplify my workflow and enhance effectiveness. One tool that has really transformed my hiring procedure. In this post, I will look into the benefits of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Mixpanel Integrations for your client relations partnership communication and far more so let’s enter into it first off you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete beginner it will assist you customize a perfect process for your group and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s totally free so once you get to the website you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be included okay 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 ensure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just 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 merges so you can see this is like our new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click on new pipeline here and we have various options to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead contacted 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 email from lead Source top priority industry offer size business size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will give your phase a name let’s say that you actually wanted to create another um you understand stage here for instance let’s state 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 but I believe all of these are actually currently created so this is in fact pretty outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really 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 want so you will click on this plus here and we have totally free form 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 actually missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date okay business’s size offer size and Company size alright let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually produced by date developed fans and more so I in fact wish to opt for the created.
by or perhaps the fans because I wish to monitor my staff member that are really following this so I will you know 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 great deal of options offered within streak is in fact one of the simplest and among the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my task again if I didn’t want to choose these sales if I finished with projects then I can opt for the task phases right here and once again the fields the procedure 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 business Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others realty assistance and custom-made So within our support you can see we have actually incoming appointed working on solved and noise this is actually pretty good and we likewise have custom where I can really start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on develop now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks respectable 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 include it click on the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click enter so now you can see we have actually one lead developed let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can really 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 contacted too there’s one negotiating so I’ll just simply click on brand-new now when you create a lead we can actually click here and it will now open up 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 developed remember and after that we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and remarks 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 once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop 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 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 as well uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these phases Combinations and automation this is one of the crucial ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-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 developed we will even have our combine e-mails now with our so this is the merge email and with merge email what happens is I can actually create a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually simple you can get going for free by simply adding the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with various clients, handled numerous tasks at the same time, and maintained a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my mission for a service, I checked out various platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail communication. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to monitor the progress and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from list building to job completion.
You can classify contacts, create customized stages, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share important emails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create design templates for typical email reactions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documents, making it simple to incorporate with other tools and develop customized services.
This versatility allows self-employed journalists with coding skills to extend the performance of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to release.
You can produce customized stages for different advancement phases, designate tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, decreasing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more affordable solution, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is critical to your success. deals a affordable and intuitive service that flawlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.