As an experienced freelance reporter, I understand the challenges of handling projects. Pipedrive Streak Crm …tracking leads, and supporting customer relationships. For many years, I have actually experimented with different tools to enhance my workflow and enhance efficiency. One tool that has genuinely transformed my hiring procedure. In this post, I will delve into the advantages of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Pipedrive Streak Crm for your client relations partnership communication and far more so let’s enter it firstly you require 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 basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete newbie it will assist you tailor an ideal process for your team and you will have the ability to get your work done now let’s actually get into the process now is readily available as an extension and it’s totally 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 choose 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 added okay it’s done and now it is contributing to Gmail and it will take me directly 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 added 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 including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails and updated reply and then we have this new choice 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 be able to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have various alternatives to start with 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 contacted pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will offer your phase a name let’s say that you actually wanted to produce another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick different colors for each of the stages but I think all of these are actually currently produced so this is actually quite remarkable what I will do is I will really get rid of 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 actually demo two what I’ll do is actually let’s eliminate the demo here and then 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 various fields that you desire so you will click this plus here and we have complimentary type 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 actually reorganize and put the notes here okay e-mail thread count close date all right business’s size deal size and Company size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have produced by date developed fans and more so I in fact want to choose the created.
by or possibly the fans due to the fact that I want to keep track of my team members that are actually following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of choices available within streak is actually one of the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I made with jobs then I can choose the job stages right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise offer it various various colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others property assistance and customized So within our support you can see we have actually incoming assigned working on solved and sound this is actually pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my service for me we merely 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 an employee so I’m going to go with the shared one here and click create now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this fall and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on 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 new and click on go into so now you can see we have actually one lead produced 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 brand-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 2 leads then let’s state there was a called also there’s one working out so I’ll just merely click on brand-new now as soon as you produce a lead we can really click on this link 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 created keep in mind and then we have welcome colleagues so from here I can welcome the team members we have include columns we have emails files and comments you can change to the emails and it will reveal you the e-mails 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 conference notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can really click on go into and it will be closed now it will show 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 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 deleting and sharing also uh another thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail extremely quickly 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 combine e-mail what occurs is I can really develop a follow-up emails and different storage e-mails here and we have active advises so using is truly simple you can get started free of charge by simply adding the integration and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it associates with. As a freelance journalist, I have actually dealt with many customers, handled numerous tasks at the same time, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my quest for a solution, I explored numerous platforms but discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who greatly count on email interaction. Here are some key advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to keep track of the development and handle of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from lead generation to task completion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share crucial e-mails, and collaborate in real-time, improving efficiency and making sure everybody remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software development. Here’s how:.
provides a robust API and substantial designer documentation, making it easy to integrate with other tools and construct custom-made services.
This flexibility enables self-employed reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to deployment.
You can create custom phases for different advancement stages, assign tasks to employee, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly functions, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is vital to your success. deals a user-friendly and economical solution that perfectly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.