As a skilled freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be revealing you how to use Streak Crm And Salesforce Integration for your customer relations partnership interaction and a lot more so let’s enter 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 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 actually fantastic and I’ll show you how to do that as a complete novice it will help you personalize an ideal process for your group and you will be able to get your work done now let’s really enter into the process now is offered as an extension and it’s completely free so when 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 ADD extension and your extension will be added all right it’s done and now it is contributing 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 check in make sure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and updated reply and after that we have this new choice 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 new control panel for here I’ll be able to create a 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 actually do that you will click brand-new pipeline here and we have different choices first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating 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 priority market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus on top and you will offer your stage a name let’s say that you in fact wanted to develop another um you understand phase here for instance 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 actually pick different colors for each of the stages however I believe all of these are actually 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 believe pitched and demo are type of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration here and after that we have working out 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 different fields that you desire so you will click this plus here and we have complimentary form a date check box drop down General e-mail email tracking job 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 reorganize and put the notes here okay email thread count close date alright business’s size deal size and Business size all right let’s eliminate the business size and I’m gon na actually find something else within the basic where we have actually created by date created followers and more so I actually want to choose the developed.
by or possibly the followers because I want to keep track of my employee that are in fact following this so I will you know 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 alternatives readily available within streak is in fact among the simplest and among the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t want to go for these sales if I made with tasks then I can choose the project stages right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also give it different various colors we also have company Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others realty assistance and customized So within our assistance you can see we have actually incoming designated dealing with fixed and sound this is in fact pretty good and we likewise have custom where I can really start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click produce now it will simply take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on 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 simply call it new and click on get in so now you can see we have actually one lead created let’s say 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 include another lead let’s call it 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 this way now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just simply click brand-new now once you develop a lead we can really 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 developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and then we have the remarks 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 in fact click go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as two 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 deleting and sharing too uh another thing with srix on top you will be able to see we have personal option we have these three dots where we can discover these stages Combinations and automation this is among the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail very easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what takes place is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so using is really easy you can get started for free by simply including the combination and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it associates with. As an independent journalist, I’ve dealt with many clients, handled numerous projects simultaneously, and kept an extensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for an option, I explored numerous platforms however discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance journalists who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from list building to job conclusion.
You can categorize contacts, develop customized stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in partnership by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial emails, and collaborate in real-time, enhancing productivity and guaranteeing everybody remains on the very same page.
Personalized Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce design templates for common email reactions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial designer documentation, making it easy to incorporate with other tools and build customized solutions.
This versatility allows freelance journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software development projects, from ideation to release.
You can create customized phases for different advancement phases, designate jobs to team members, and track development effectively.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, lessening the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Expense:.
offers a more affordable option, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Combination:.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail interaction.
Conclusion:.
As an independent journalist, handling your hiring procedure and client relationships is paramount to your success. deals a instinctive and cost effective solution that flawlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.