As a skilled freelance reporter, I understand the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will dive into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to utilize Cdk Lightspeed Crm Intergration Streak for your client relations partnership communication and much more so let’s get into it first off you require to go to streak.com and you will land on this site right here now is a sort 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 really remarkable and I’ll reveal you how to do that as a complete newbie it will help you tailor an ideal process for your team and you will have the ability to get your work done now let’s actually enter the procedure now is offered as an extension and it’s totally totally free so when you get to the site you’ll get this choice 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 contribute 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 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 ensure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and updated 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 merges so you can see this resembles our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will pick these phases 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 nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate email thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will provide your phase a name let’s say that you actually wanted to produce another um you understand stage here for instance 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 actually choose different colors for each of the stages but I believe all of these are in fact already created so this is actually pretty impressive what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are type of like the same thing we simply choose 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 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 this plus here and we have totally free kind a date check box drop down General e-mail e-mail tracking job calls and conferences so I don’t see anything for the course and meetings 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 really rearrange and put the notes here fine e-mail thread count close date all right business’s size deal size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually developed by date created followers and more so I actually want to opt for the produced.
by or maybe the followers since I want to keep track of 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 available within streak is actually among the simplest and one of the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my project again if I didn’t want to opt for these sales if I finished with jobs then I can choose the job phases 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 provide it various different colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your phases job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have incoming appointed dealing with solved and sound this is actually respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click on this drop down and we have handle phase or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click get in so now you can see we have actually one lead produced let’s state 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 brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m simply 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 once you create a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and then 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 develop a lead within your as soon as you’re done with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one contacted 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 carry out bulk actions such as erasing and sharing as well uh another 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 phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information 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 information they really easily and create our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail very easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what occurs is I can in fact produce a follow-up e-mails and different storage emails here and we have active advises so using is truly easy you can start for free by just adding the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I’ve worked with many customers, handled numerous projects concurrently, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a service, I checked out numerous platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who greatly count on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, offering you a clear overview of your communications with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to project conclusion.
You can categorize contacts, develop custom-made phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share important e-mails, and collaborate in real-time, improving productivity and making sure everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce design templates for typical e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to incorporate with other tools and develop custom-made services.
This versatility permits independent journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application development tasks, from ideation to deployment.
You can produce custom stages for different advancement phases, appoint jobs to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent journalist, managing your hiring process and customer relationships is critical to your success. offers a budget-friendly and intuitive service that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.