As an experienced freelance reporter, I understand the obstacles of handling tasks, tracking leads, and supporting client relationships. In this article, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be showing you how to utilize Streak Crm Integration With Ontraport for your customer relations partnership communication and far more so let’s enter into it first of all you require to go to streak.com and you will land 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 in fact turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total novice it will help you customize a perfect procedure for your group and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this alternative here which is add 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 contribute to Chrome click 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 simply sign 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 gain access to and we’re gon na simply scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and after that 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 combines so you can see this resembles our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices to start with we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size company size close rate e-mail thread count days and state and keeps in mind 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 actually wanted to produce 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 offer it your color so we can actually pick different colors for each of the stages however I believe all of these are actually already produced so this is in fact pretty outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and then we have negotiating with negotiating I can go with 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 desire so you will click on 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 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 and I’ll in fact reorganize and put the notes here okay email thread count close date fine company’s size deal size and Business size all right let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually produced by date produced fans and more so I really want to go for the developed.
by or maybe the followers because I want to monitor my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices available within streak is actually one of the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my project once again if I didn’t want to choose these sales if I finished with projects then I can opt for the project phases right here and 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 various different colors we likewise 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 stages job search investor fundraising others property assistance and custom So within our assistance you can see we have inbound designated working on fixed and sound this is in fact pretty good and we likewise have custom-made where I can really start something from the scratch totally 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 team member so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can really click on this fall and we have handle phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click 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 brand-new and click go into so now you can see we have actually one lead produced let’s state that there is really 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 two we can in fact open this up in a brand-new tab from here too however 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 too there’s one working out so I’ll just simply click brand-new now as soon as you produce a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have welcome colleagues so from here I can welcome the staff member we have include 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 publish files and then we have the remarks 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 develop a lead within your when you’re done with this you can in fact click get in and it will be closed now it will reveal you something like this we have all of our data 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 carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely easily 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 e-mail and with combine email what occurs is I can really create a follow-up e-mails and various storage e-mails here and we have active advises so using is actually easy you can start totally free by just including the combination and now you know how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a self-employed reporter, I’ve worked with many customers, handled several tasks concurrently, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a central system to streamline my operations.
In my quest for an option, I checked out different platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to keep track of the progress and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from lead generation to task completion.
You can categorize contacts, create custom stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
assists in partnership by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share essential emails, and collaborate in real-time, boosting productivity and guaranteeing everyone stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create templates for typical e-mail actions, schedule follow-ups, and established reminders, 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 advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to incorporate with other tools and develop customized services.
This versatility permits independent reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to deployment.
You can create customized phases for various development phases, assign tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring process and customer relationships is vital to your success. deals a user-friendly and budget friendly option that effortlessly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, 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 effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.