As a seasoned freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to use Streak Integration With Microsoft Crm for your client relations partnership communication and much more so let’s enter it first of all you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute 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 amazing and I’ll show you how to do that as a complete beginner it will help you personalize a perfect procedure for your team and you will be able to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this option here which is contribute to Chrome and you’re.
going to choose 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 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 included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this brand-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 combines so you can see this is like our brand-new dashboard for here I’ll be able to develop a brand-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 new pipeline let’s in fact do that you will click new pipeline here and we have various choices 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 contacted pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will offer your stage a name let’s say that you actually wished to develop another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really pick different colors for each of the stages however I believe all of these are really already created so this is actually quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are sort of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo 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 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 kind a date check box drop down General e-mail e-mail tracking task calls and conferences so I don’t 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 actually reorganize and put the notes here alright e-mail thread count close date all right company’s size offer size and Business size fine let’s get rid of the business size and I’m gon na really discover something else within the general where we have produced by date produced fans and more so I really wish to opt for the produced.
by or possibly the fans due to the fact that I want to track my team members that are in fact following this so I will you understand 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 options offered within streak is in fact among the simplest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t want to opt for these sales if I did with projects then I can choose the task stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise give it different different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others property assistance and customized So within our assistance you can see we have inbound designated working on dealt with and noise this is actually respectable and we likewise have custom where I can in fact start something from the scratch totally according to my business for me we just have the sales so I’m gon na go with 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 create now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add 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 include different leads here what I I will do is I’ll just simply click and I’ll be able to add 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 area here and let’s just call it new and click go into so now you can see we have one lead developed let’s state that there is actually closed one so I’m going to include 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 two we can really open this up in a new tab from here too but 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 gotten in touch with too there’s one negotiating so I’ll just simply click brand-new now when you produce a lead we can actually click here and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can invite the employee we have include columns we have emails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and after that 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 develop a lead within your when you’re done with this you can actually 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 contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these phases Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data 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 really easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what takes place is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so using is actually simple you can start totally free by just adding the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I have actually dealt with many customers, handled numerous projects concurrently, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a solution, I explored numerous platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from list building to job completion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
helps with collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important e-mails, and team up in real-time, boosting performance and making sure everyone stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce templates for typical e-mail responses, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to incorporate with other tools and construct custom-made options.
This flexibility enables self-employed reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to release.
You can develop custom-made stages for various advancement phases, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more cost effective option, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail communication.
As a self-employed reporter, handling your hiring process and customer relationships is paramount to your success. offers a intuitive and affordable solution that flawlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.