As an experienced freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to use Vidyard Streak Crm Integration for your client relations partnership communication and far more so let’s enter it first off you require 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 basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total novice it will assist you tailor a perfect procedure for your group and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this alternative here which is contribute 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 add to Chrome click ADD extension and your extension will be included okay 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 just sign in make certain to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this brand-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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives 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 gotten in touch with pitched demo working out close phone closed uh you understand 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 market deal size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will give your phase a name let’s state that you really wanted to develop another um you understand phase here for example let’s say 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 various colors for each of the stages but I believe all of these are really already developed so this is in fact quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo here and then we have working out with negotiating I can choose like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click on this plus here and we have totally free type a date check box fall General email email tracking job 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 opt for this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here all right email thread count close date okay company’s size deal size and Company size fine let’s get rid of the company size and I’m gon na really find something else within the general where we have actually developed by date developed fans and more so I actually wish to opt for the produced.
by or maybe the fans since I want to keep track of my team members that are really following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of options offered within streak is in fact among the simplest and among the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my job again if I didn’t want to choose these sales if I made with tasks then I can go with the job phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also provide it various various colors we likewise have company Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others realty support and custom So within our assistance you can see we have actually inbound designated working on dealt with and sound this is really respectable and we also have custom where I can in fact start something from the scratch completely according to my company for me we merely have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click produce now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click on this fall and we have handle stage 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 have the ability to add 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 section here and let’s simply call it new and click go into so now you can see we have one lead produced let’s say that there is really 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 new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a contacted also there’s one negotiating so I’ll just merely click new now when you develop a lead we can in fact click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created remember and then we have invite teammates so from here I can invite the team members we have add columns we have emails files and remarks you can change to the emails 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 again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re done 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 collected here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine email and with combine e-mail what takes place is I can in fact produce a follow-up e-mails and different storage emails here and we have active instructs so using is really simple you can start free of charge by simply adding the combination and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance journalist, I have actually dealt with numerous clients, handled multiple projects at the same time, and kept an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my quest for a solution, I checked out various platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who heavily depend on email communication. Here are some key advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your e-mails easily, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from list building to job conclusion.
You can classify contacts, develop custom stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by enabling you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important e-mails, and team up in real-time, enhancing productivity and ensuring everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create templates for typical email actions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive designer paperwork, making it simple to incorporate with other tools and construct custom options.
This versatility enables freelance journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to deployment.
You can produce custom-made phases for various development phases, designate jobs to employee, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use features, decreasing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of features, including innovative 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 integration with Gmail is helpful for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is critical to your success. deals a intuitive and economical service that effortlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.