As a seasoned freelance reporter, I comprehend the challenges of handling projects, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to use Streak To Sugar Crm Connector for your client relations partnership communication and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive at this website 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 really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete novice it will assist you customize a perfect process for your group and you will be able to get your work done now let’s actually enter into the process 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 add 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 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 sign in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including 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 updated reply and after that we have this brand-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 dashboard 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 develop a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting alright 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 email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your stage a name let’s state that you in fact wanted to produce another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I think all of these are actually currently produced so this is actually pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demo here and after that we have negotiating with negotiating I can opt for 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 various fields that you desire so you will click on this plus here and we have totally free form a date check box fall General e-mail e-mail tracking job calls and meetings 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 in fact missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date all right business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually created by date created fans and more so I really want to choose the created.
by or maybe the fans because I wish to track my team members that are actually 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 lot of choices available within streak is actually one of the easiest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my task again if I didn’t want to choose these sales if I made with tasks then I can opt for the job stages right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it various various colors we also have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others property support and customized So within our support you can see we have inbound designated working on solved and sound this is actually pretty good and we likewise have custom where I can actually start something from the scratch completely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to go with 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 in fact looks pretty good now I will have the ability to include my Lead Series so you can actually click this fall and we have handle stage or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead section 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 in fact 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 add another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click brand-new now once you produce a lead we can really click here and it will now open the various fields that we added 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 then we have invite colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your once you’re made with this you can really click enter and it will be closed now it will show 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 gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform 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 personal alternative we have these 3 dots where we can discover these stages Combinations and automation this is among 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 builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create 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 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 merge e-mail what takes place is I can in fact produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is truly simple you can get started free of charge by just adding the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I’ve worked with many customers, handled numerous projects at the same time, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for an option, I explored numerous platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance reporters who greatly rely on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, providing you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to keep track of the progress and handle of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important e-mails, and work together in real-time, enhancing efficiency and guaranteeing everyone remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can create design templates for typical email responses, schedule follow-ups, and established pointers, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer documents, making it easy to incorporate with other tools and construct custom options.
This versatility permits freelance journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development jobs, from ideation to deployment.
You can create custom stages for various advancement stages, designate jobs to team members, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly functions, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that improve team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget-friendly solution, especially for freelancers and small companies.
HubSpot has a free version, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
As an independent reporter, handling your hiring process and customer relationships is critical to your success. offers a budget-friendly and intuitive option that perfectly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.