As a seasoned freelance reporter, I understand the obstacles of handling projects, tracking leads, and supporting customer relationships. In this short article, I will dive into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to use Streak Crm Magento Integration for your customer relations collaboration 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 kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete beginner it will help you personalize a best process for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s totally free so once 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 contribute to Chrome click on ADD extension and your extension will be included alright 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 merely check in make certain 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 look like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this brand-new alternative 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 resembles our brand-new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with 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 firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus on top and you will offer your stage a name let’s say that you really wished to produce another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really select different colors for each of the stages but I believe all of these are really already developed so this is really quite excellent what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration here and then we have working out with negotiating I can choose 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 this plus here and we have complimentary type a date check box drop down General email 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 go with this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here all right email thread count close date fine business’s size offer size and Company size all right let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually produced by date produced fans and more so I actually want to choose the produced.
by or maybe the fans because I want to keep an eye on my employee that are really following this so I will you know 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 alternatives offered within streak is really among the simplest and among the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my task once again if I didn’t want to choose these sales if I finished with projects then I can opt for the project stages right here and once 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 also provide it various different colors we likewise 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 investor fundraising others realty assistance and customized So within our assistance you can see we have inbound assigned working on resolved and sound this is really respectable and we also have custom-made where I can in fact start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will just take a second for a street to create 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 on this fall and we have manage phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include 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 go into so now you can see we have actually one lead created let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new 2 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 this way now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click on brand-new now once you develop a lead we can in fact click on this link and it will now open up the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the employee we have include columns we have emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even publish files and after that we have the comments 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 produce a lead within your once you’re done with this you can in fact click enter and it will be closed now it will reveal you something like this we have all of our information collected 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily 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 extremely quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what takes place is I can really produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly simple you can get going free of charge by simply including the integration and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As a freelance journalist, I have actually worked with various clients, managed numerous jobs concurrently, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my quest for an option, I explored numerous platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, providing you a clear overview of your communications with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to keep track of the progress and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from lead generation to job conclusion.
You can classify contacts, create custom phases, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial e-mails, and collaborate in real-time, boosting productivity and ensuring everybody stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create design templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and build custom options.
This versatility permits freelance reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to deployment.
You can develop custom-made stages for various advancement phases, designate jobs to team members, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly features, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for integration and modification.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget-friendly option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a freelance reporter, handling your hiring procedure and client relationships is critical to your success. deals a budget-friendly and instinctive service that flawlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.