As an experienced freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be showing you how to use Gotowebinar Streak Crm Integrations for your client relations cooperation communication and a lot more so let’s get into it first off you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete beginner it will help you customize a perfect procedure for your team and you will be able to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s completely free so once you get to the site you’ll get this choice here which is add 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 add to Chrome click on ADD extension and your extension will be included alright 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 sign in make sure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this brand-new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size company size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus on top and you will give your stage a name let’s say that you in fact wanted to develop another um you know phase here for example 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 really select different colors for each of the stages but I think all of these are really currently created so this is really pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the very same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have complimentary form a date check box fall General email e-mail 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 go with this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date alright business’s size offer size and Company size fine let’s eliminate the business size and I’m gon na actually find something else within the basic where we have produced by date produced fans and more so I in fact wish to opt for the produced.
by or possibly the fans because I want to track my employee that are actually following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of choices available within streak is in fact one of the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the project stages right here and 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 different different colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others real estate assistance and customized So within our support you can see we have actually incoming designated dealing with resolved and noise this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my organization for me we just 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 staff member so I’m going to choose the shared one here and click on develop now it will simply take a second for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click on this drop down and we have manage phase or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click go into 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 add one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a called also there’s one working out so I’ll just simply click new now as soon as you produce a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re done with this you can actually click on enter and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with combine e-mail what occurs is I can actually create a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is truly simple you can get started totally free by just adding the integration and now you understand how to use as a total beginner don’t.
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 associates with. As an independent journalist, I’ve dealt with various customers, handled several tasks at the same time, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my mission for a service, I checked out different platforms however discovered them to be either too pricey or too complicated 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 ideal for independent journalists who heavily count on email communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to keep an eye on the progress and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from lead generation to job conclusion.
You can categorize contacts, create custom-made phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with partnership by allowing you to share pipelines and interact with team members within the platform.
You can appoint tasks, share crucial e-mails, and collaborate in real-time, improving performance and making sure everyone stays on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can produce design templates for typical e-mail reactions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct customized options.
This flexibility enables independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application advancement jobs, from ideation to release.
You can create custom phases for different development stages, appoint tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more economical service, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email communication.
As an independent journalist, handling your hiring process and customer relationships is critical to your success. offers a cost effective and intuitive service that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or writer 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 impact of Streak CRM in your freelance journalism undertakings.