As a skilled freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and nurturing client relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Salesforce Streak Crm Integrations for your customer relations cooperation communication and a lot more so let’s enter into it firstly you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add 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 actually remarkable and I’ll reveal you how to do that as a complete novice it will help you personalize a perfect process for your team and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s totally totally free so as soon as you get to the site 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 all right 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 simply sign in make certain to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails 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 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 create a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead gotten in touch with 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 email from lead Source priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will provide your phase a name let’s state that you in fact wanted to create another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select various colors for each of the stages however I believe all of these are really already developed so this is really quite impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply 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 negotiating with negotiating I can go with 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 complimentary form a date check box fall General e-mail email tracking task calls and meetings 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 opt for 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 offer size and Business size all right let’s get rid of the business 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 in fact wish to go for the produced.
by or perhaps the followers due to the fact that I want to track my team members that are actually following this so I will you understand 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 great deal of choices offered within streak is really among the easiest and one of the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my task once again if I didn’t want to opt for these sales if I finished with jobs then I can opt for the job phases right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it various different colors we also 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 real estate assistance and custom-made So within our support you can see we have actually incoming appointed working on dealt with 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 business for me we just have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can actually click this fall and we have manage phase or relabel 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 include 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 just call it new and click go into so now you can see we have actually one lead produced let’s state that there is actually 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 brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click on brand-new now when you produce a lead we can really click here and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and then we have invite colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re done with this you can really click on enter and it will be closed now it will reveal you something like this we have all of our information 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with merge email what happens is I can actually create a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can begin totally free by simply including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As a freelance reporter, I have actually worked with various clients, handled several jobs simultaneously, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a service, I checked out various platforms however discovered them to be either too expensive or too intricate 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 seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly count on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear overview of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to handle and keep track of the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to job conclusion.
You can categorize contacts, create custom phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
helps with partnership by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial emails, and team up in real-time, improving efficiency and guaranteeing everybody stays on the very same page.
Customizable Workflows:.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can produce design templates for common e-mail reactions, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and extensive designer documentation, making it easy to integrate with other tools and develop custom-made services.
This versatility enables self-employed reporters with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement projects, from ideation to implementation.
You can produce custom phases for different advancement stages, designate tasks to staff member, and track progress effectively.
Pros and Cons of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, lessening the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Cost:.
provides a more economical solution, particularly for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Combination:.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email communication.
Conclusion:.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. deals a instinctive and budget friendly solution that effortlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.