As a seasoned freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and supporting customer relationships. In this short article, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to utilize Streak Marketing Automation Integration With Pipedrive Crm for your customer relations cooperation communication and far more so let’s get into it first of all you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total beginner it will help you personalize a best procedure for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is available as an extension and it’s totally free so once you get to the site you’ll get this option 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 add to Chrome click on ADD extension and your extension will be included fine 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 merely check in ensure to sign.
into the exact same Gmail that you have actually added the uh you understand 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 viewed all tracked emails and upgraded reply and after that we have this new alternative 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 resembles our new dashboard for here I’ll be able 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 develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size company size close rate e-mail 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 phase a name let’s state that you really wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose different colors for each of the stages however I think all of these are really currently developed so this is in fact pretty impressive what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the exact 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 demo 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 phases 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 free kind a date check box fall General email email tracking task calls and conferences 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 actually missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date okay company’s size offer size and Business size all right let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually created by date produced fans and more so I really want to go for the created.
by or maybe the followers due to the fact that I wish to keep an eye on my team members that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of choices available within streak is actually one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my job once again if I didn’t want to go for these sales if I finished with projects then I can opt for the project stages right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it different various colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others realty assistance and custom So within our assistance you can see we have actually inbound designated working on dealt with and sound this is really pretty good and we likewise have custom where I can in fact 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 produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click on this fall and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead developed 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 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 this way now you can see we have 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click brand-new now once you produce a lead we can really click on this link and it will now open 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 then we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks 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 remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re finished with this you can really click get in 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 two leads one contacted 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 carry out 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 private choice we have these three dots where we can find these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with combine e-mail what happens is I can actually develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly simple you can get started totally free by simply adding the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a self-employed reporter, I have actually worked with various customers, handled multiple projects all at once, and maintained an extensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my mission for a service, I explored different platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for independent journalists who heavily depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to handle and keep track of the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from list building to task completion.
You can classify contacts, develop custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share crucial e-mails, and team up in real-time, enhancing performance and guaranteeing everybody remains on the very same page.
Personalized Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create design templates for typical e-mail actions, schedule follow-ups, and set up reminders, conserving you valuable 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:.
Developer-Friendly Combination:.
offers a robust API and substantial developer documentation, making it simple to incorporate with other tools and build custom-made solutions.
This versatility permits self-employed journalists with coding skills to extend the functionality of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application development projects, from ideation to deployment.
You can create custom stages for various advancement phases, assign jobs to staff member, and track progress efficiently.
Pros and Cons of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use functions, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
offers a more affordable service, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail communication.
Conclusion:.
As an independent journalist, managing your hiring process and client relationships is vital to your success. offers a cost effective and intuitive solution that effortlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, editor, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.