As an experienced freelance journalist, I understand the difficulties of handling projects, tracking leads, and supporting customer relationships. In this short article, I will dive into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Dynamics Crm Integration With Streak for your client relations partnership interaction and a lot more so let’s enter into it first off 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 add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete novice it will help you customize a perfect process for your group and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s completely free so as soon as you get to the website you’ll get this alternative here which is contribute 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 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 certain to sign.
into the very 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 look like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and updated reply and after that we have this 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 dashboard for here I’ll have the ability to develop a brand-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 new pipeline let’s in fact do that you will click on brand-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 actually we have a lead gotten in touch with pitched demo working out close phone closed uh you know 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 concern market deal size business size close rate email thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will provide your phase a name let’s say that you actually wanted to create another um you understand phase 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 in fact select different colors for each of the stages but I believe all of these are actually already produced so this is really pretty impressive what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration here and after that we have working out 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 various fields that you desire so you will click this plus here and we have complimentary kind a date check box drop down General email email tracking task calls and conferences 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 in fact reorganize and put the notes here all right e-mail thread count close date all right business’s size offer size and Business size all right let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have developed by date created followers and more so I really want to go for the created.
by or possibly the fans since I want to track my team members that are in fact 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 choices available within streak is in fact among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t want to opt for these sales if I made with jobs then I can go with the project phases right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it different different colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others realty assistance and custom-made So within our support you can see we have actually inbound designated working on dealt with and sound this is really respectable and we likewise have customized where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can really click on this drop down and we have handle stage or rename so as I continue 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 the top here include a box so click on 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 on go into so now you can see we have actually one lead created 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 in fact open this up in a 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 2 leads then let’s state there was a called also there’s one negotiating so I’ll just merely click brand-new now once you create a lead we can actually click here and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can invite the employee we have include columns we have e-mails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re done with this you can really click enter 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 called 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 carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for alerts for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can really create a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually easy you can get going for free by just adding the combination and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it associates with. As a self-employed reporter, I have actually dealt with numerous customers, handled several projects at the same time, and maintained a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for a service, I checked out various platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who greatly depend on email communication. Here are some essential advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to handle and monitor the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from list building to task completion.
You can categorize contacts, produce customized phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share important e-mails, and team up in real-time, improving performance and ensuring everyone remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can produce templates for common e-mail responses, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and develop custom options.
This flexibility allows freelance journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to release.
You can produce custom phases for different advancement phases, assign tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly features, minimizing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. deals a intuitive and budget-friendly option that seamlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.