As a seasoned freelance journalist, I understand the challenges of managing projects, tracking leads, and nurturing client relationships. In this post, I will delve 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 people invite back in this video I will be showing you how to utilize Does Streak Integrate With Microsoft Dynamics Crm for your consumer relations cooperation interaction and much more so let’s enter it firstly you require to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total beginner it will help you customize a perfect procedure for your group and you will be able to get your work done now let’s actually enter the process now is offered as an extension and it’s totally complimentary so when you get to the site you’ll get this alternative 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 on add to Chrome click on ADD extension and your extension will be included okay 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 just sign in make sure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after including this is what your Gmail will appear 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 after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our 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 hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices first off we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will offer your phase a name let’s state that you really wished to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really pick various colors for each of the stages however I think all of these are in fact currently developed so this is in fact pretty remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and then 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 different fields that you desire so you will click this plus here and we have free type a date check box drop down General e-mail email tracking task 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 choose this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here okay email thread count close date alright company’s size offer size and Business size fine let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually created by date developed followers and more so I in fact wish to choose the developed.
by or maybe the fans due to the fact that I want to monitor my staff member that are actually following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of options readily available within streak is in fact among the simplest and among the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my task again if I didn’t wish to choose these sales if I made with jobs then I can choose the job phases right here and 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 different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming appointed working on solved and noise this is actually respectable and we likewise have custom where I can really start something from the scratch totally according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can really click on this drop down and we have manage phase 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 be able to add it click the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have actually one lead produced let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can in fact open this up in a brand-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 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just merely click new now as soon as you create a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the comments 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 produce a lead within your as soon as you’re done with this you can actually click get in 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can discover these phases Combinations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can also integrate 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 different folders that we have here and I can create a new pipeline we can change to our easy Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have created 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 actually create a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really simple you can get started totally free by just including the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I have actually dealt with numerous clients, managed numerous projects simultaneously, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for a service, I checked out various platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who heavily depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, offering you a clear summary of your communications with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to manage and keep an eye on the development of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales process from lead generation to project completion.
You can categorize contacts, create custom-made stages, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential e-mails, and team up in real-time, improving performance and ensuring everybody remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can create templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and build custom-made services.
This versatility allows self-employed reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application advancement projects, from ideation to implementation.
You can produce custom phases for different advancement phases, assign jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and client relationships is critical to your success. deals a intuitive and economical option that flawlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, author, or material creator, 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 effect of Streak CRM in your freelance journalism endeavors.