As a skilled freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to use Streak Crm Integration Guide for your customer relations cooperation interaction and far more so let’s enter into it to start with you need to go to streak.com and you will arrive on 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 really amazing and I’ll reveal you how to do that as a total novice it will assist you tailor an ideal process for your team and you will be able to get your work done now let’s actually 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 option 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 add to Chrome click on ADD extension and your extension will be added fine it’s done and now it is adding 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 check in ensure to sign.
into the same Gmail that you have included 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 permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this new option 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 create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually 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 phases for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will give your phase a name let’s say that you really wanted to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really select various colors for each of the stages however I think all of these are really currently developed so this is really pretty remarkable 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 demo are type of like the exact 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 choose 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 kind a date check box drop down General e-mail e-mail tracking task calls and conferences so I don’t 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 opt for this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here fine email thread count close date all right company’s size deal size and Company size okay let’s eliminate the company size and I’m gon na really discover something else within the basic where we have developed by date created fans and more so I actually want to opt for the developed.
by or maybe the followers since I wish to track 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 desired for my pipeline now you can see there are a lot of alternatives available within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my task once again if I didn’t want to choose these sales if I finished with tasks then I can go with the task stages right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise give it various different colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others property support and customized So within our assistance you can see we have incoming appointed working on resolved and noise this is really pretty good and we also have custom where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na go with the sales here and click on 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 create now it will simply take a second 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 add my Lead Series so you can in fact click this drop down and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click get in so now you can see we have 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 brand-new I’m going to add another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too however 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 say there was a called as well there’s one negotiating so I’ll just merely click brand-new now once you produce a lead we can in fact click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can invite the staff member we have add columns we have emails files and remarks you can change to the e-mails and it will show 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.
accessories so this is how you develop a lead within your when you’re made with this you can in fact click on enter 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 2 leads one called 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 deleting and sharing also uh one more thing with srix on 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 have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail very easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what occurs is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so using is actually easy you can start totally free by simply adding the combination and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I’ve worked with many clients, handled several projects concurrently, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for a solution, I checked out numerous platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed journalists who greatly count on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails easily, providing you a clear overview 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 tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from list building to task completion.
You can categorize contacts, develop customized phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, enhancing efficiency and making sure everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can create templates for common email actions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software development. Here’s how:.
provides a robust API and extensive developer documentation, making it easy to integrate with other tools and develop custom options.
This flexibility enables freelance reporters with coding skills to extend the functionality of and tailor it to their particular needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to release.
You can develop customized phases for different development phases, appoint tasks to team members, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more inexpensive solution, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email interaction.
As an independent journalist, managing your hiring process and client relationships is critical to your success. deals a budget friendly and intuitive service that seamlessly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, writer, or editor creator, 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 undertakings.