As a seasoned freelance journalist, I understand the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of using for independent 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 men welcome back in this video I will be showing you how to use Does Streak Crm Integrate With Outlook for your customer relations collaboration interaction and much more so let’s enter it to start with 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 contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete novice it will help you customize an ideal process for your team and you will be able to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s totally free so as soon as you get to the site 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 on ADD extension and your extension will be added okay 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 just check in make sure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just 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 resembles 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 working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various options firstly we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing 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 business size close rate email thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will give your stage a name let’s state that you really wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually select different colors for each of the stages but I think all of these are really currently developed so this is really quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo 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 on this plus here and we have free form a date check box fall General email e-mail 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 actually rearrange and put the notes here alright email thread count close date alright company’s size deal size and Business size okay let’s get rid of the business size and I’m gon na really find something else within the basic where we have actually created by date developed followers and more so I really want to opt for the developed.
by or maybe the followers due to the fact that I wish to keep an eye on my employee that are in fact 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 great deal of options available within streak is in fact among the most convenient and among the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my job again if I didn’t wish to choose these sales if I made with projects then I can opt for the task phases right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it various various colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others real estate assistance and customized So within our assistance you can see we have inbound assigned working on fixed and sound this is actually pretty good and we also have customized where I can actually start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable 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 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 on the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on get in so now you can see we have actually one lead developed let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it 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 by doing this now you can see we have 2 leads then let’s say there was a called also there’s one negotiating so I’ll just merely click on brand-new now as soon as you produce a lead we can in fact 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 various columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your once you’re made with this you can really click get in 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 contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what occurs is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually simple you can start totally free by simply adding the combination and now you know how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a self-employed reporter, I have actually worked with numerous customers, managed numerous tasks all at once, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for an option, I explored various platforms however found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily count on email communication. Here are some essential 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 clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to keep track of the development and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to project completion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, boosting productivity and making sure everybody remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can create templates for typical email actions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial developer documentation, making it simple to integrate with other tools and build customized services.
This versatility allows freelance reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to implementation.
You can develop custom-made phases for various advancement phases, designate jobs to team members, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more inexpensive service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. deals a user-friendly and affordable solution that effortlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, author, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.