As a seasoned freelance journalist, I comprehend the obstacles of handling jobs. Todoist Streak Crm …tracking leads, and nurturing customer relationships. For many years, I have actually explore various tools to improve my workflow and enhance efficiency. One tool that has truly revolutionized my hiring process. In this short article, I will look into the advantages of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to utilize Todoist Streak Crm for your consumer relations cooperation communication and far more so let’s get into it first off you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total beginner it will assist you personalize a best process for your team and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s completely 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 pick 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 fine it’s done and now it is contributing 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 sign in make sure to sign.
into the exact same Gmail that you have included 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 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 just recently viewed all tracked e-mails and upgraded 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 resembles our brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will offer your stage a name let’s state that you in fact wanted to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact select various colors for each of the stages but I think all of these are in fact already created so this is really quite outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and after that 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 totally free type a date check box drop down General email email tracking job 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 go with this one here this is the field that was really missing and I’ll actually reorganize and put the notes here fine email thread count close date alright business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na really find something else within the general where we have created by date produced fans and more so I really wish to opt for the created.
by or maybe the fans since I want to keep an eye on my team members that are really 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 lot of alternatives readily available within streak is in fact one of the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my job once again if I didn’t want to opt for these sales if I finished with tasks then I can opt for the task phases right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also give it various various colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others property support and custom So within our assistance you can see we have inbound assigned working on fixed and sound this is really pretty good and we likewise have custom where I can really start something from the scratch completely according to my company for me we just have the sales so I’m gon na choose the sales here and click produce 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 on create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click this fall and we have handle stage or rename so as I proceed as I include 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 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 simply call it brand-new and click on get in so now you can see we have 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 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 just gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click brand-new now when you create a lead we can really click here and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we developed remember and after that we have invite teammates so from here I can welcome the employee we have include columns we have e-mails 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 upload 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 create a lead within your once you’re done with this you can in fact click on enter 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 gotten in touch with 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 erasing and sharing as well uh one more thing with srix at the top you will be able to see we have private alternative we have these three 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 data for alerts for automations custom 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 produce our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can change to our easy Gmail really quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with merge e-mail what takes place is I can actually produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really easy you can begin for free by just adding the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I have actually dealt with many customers, handled numerous jobs concurrently, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a solution, I explored various platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, providing you a clear introduction of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to handle and keep track of the development of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from lead generation to project completion.
You can classify contacts, create custom stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, improving performance and ensuring everyone remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can develop templates for common email reactions, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive developer documents, making it easy to integrate with other tools and build custom services.
This flexibility enables independent reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application development jobs, from ideation to implementation.
You can develop custom-made stages for various advancement phases, appoint jobs to employee, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget friendly option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. offers a intuitive and cost effective service that perfectly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.