As a seasoned freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize Streak Crm Video Integration for your customer relations collaboration communication and a lot more so let’s enter it first off 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 simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete beginner it will assist you tailor a best procedure for your group and you will have the ability to get your work done now let’s in fact enter 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 select this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click 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 merely sign in make sure to sign.
into the very 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 merely scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked emails 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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different options first of all we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will provide your stage a name let’s state that you actually 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 offer it your color so we can actually pick various colors for each of the stages but I think all of these are really already produced so this is actually pretty excellent what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 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 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 different fields that you desire so you will click this plus here and we have free kind a date check box fall General email email 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 out on and I’ll in fact reorganize and put the notes here all right email thread count close date okay company’s size offer size and Company size fine let’s eliminate the company size and I’m gon na really discover something else within the basic where we have created by date created fans and more so I in fact want to go for the developed.
by or possibly the fans due to the fact that I want to keep an eye on my employee that are really following this so I will you understand 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 great deal of alternatives offered within streak is in fact among the easiest and one of the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my project again if I didn’t want to choose these sales if I made with tasks then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it various different 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 real estate support and custom So within our assistance you can see we have actually inbound designated working on solved and sound this is really respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can actually click on this fall and we have handle 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 be able to include it click the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click go into so now you can see we have actually one lead created 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 include another lead let’s call it brand-new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on brand-new now once you develop a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I developed 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 invite the team members we have include columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and then 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.
attachments so this is how you develop a lead within your once you’re made 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 data 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 choose different leads from here the stages and we can carry out 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 phases Integrations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications for automations custom builds 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 create our CSV files likewise now I can switch to my different folders that we have here and I can create a new pipeline we can change to our easy Gmail extremely easily from here and it will also show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can in fact develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly simple you can get going for free by just including the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a self-employed reporter, I’ve dealt with many clients, managed multiple tasks concurrently, and maintained a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for a service, I explored different platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who greatly depend on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from lead generation to project completion.
You can categorize contacts, produce custom-made stages, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial emails, and collaborate in real-time, boosting efficiency and guaranteeing everybody stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it easy to incorporate with other tools and build customized options.
This flexibility enables independent journalists with coding skills to extend the performance of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to deployment.
You can create custom-made phases for different development stages, appoint tasks to employee, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical option, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more extensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is paramount to your success. deals a user-friendly and budget friendly option that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.