As an experienced freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to use Does Streak Integrate With Onepage Crm for your client relations partnership interaction and much more so let’s enter 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 add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total novice it will assist you tailor an ideal process for your team and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely complimentary so once you get to the site you’ll get this alternative 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 contribute to Chrome click on ADD extension and your extension will be included 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 simply check in ensure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this 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 brand-new control panel for here I’ll have the ability 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 really do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you know 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 industry deal size company size close rate email 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 give your stage a name let’s state that you actually wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose different colors for each of the stages however I think all of these are actually currently created so this is actually pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of 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 on this plus here and we have free type a date check box drop down General email email 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 actually reorganize and put the notes here okay email thread count close date fine company’s size offer size and Company size okay let’s get rid of the company size and I’m gon na actually discover something else within the general where we have produced by date produced followers and more so I really want to choose the created.
by or possibly the fans due to the fact that I wish to track my employee that are actually following this so I will you understand 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 great deal of alternatives offered within streak is actually one of the most convenient and among the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my project once again if I didn’t want to choose these sales if I finished with tasks then I can choose the task phases right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also provide it different different colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others property support and custom So within our assistance you can see we have inbound appointed working on resolved and sound this is in fact pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na go with the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have handle stage or rename so as I continue as I add various leads here what I I will do is I’ll just merely 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 include a box in the lead section here and let’s just call it new and click get in so now you can see we have one lead produced let’s say that there is actually 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 include another lead let’s call it new 2 we can actually 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 as well there’s one working out so I’ll just merely click brand-new now once you create a lead we can in fact click here and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish 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 on get in and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can select 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 have the ability to see we have personal choice we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail very quickly from here and it will likewise reveal me the emails that I will be receiving 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 combine e-mail what happens is I can in fact create a follow-up e-mails and different storage e-mails here and we have active advises so using is really simple you can get going totally free by just adding the combination and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it associates with. As an independent journalist, I’ve worked with numerous customers, handled several projects all at once, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to enhance my operations.
In my quest for an option, I checked out various platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who heavily count on e-mail communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, giving you a clear overview of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to keep track of the development and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, produce custom phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share essential e-mails, and work together in real-time, enhancing productivity and guaranteeing everybody remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create design templates for common e-mail actions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer documents, making it simple to incorporate with other tools and develop custom services.
This flexibility enables freelance journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application development tasks, from ideation to deployment.
You can develop custom-made stages for different advancement stages, assign tasks to team members, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, lessening the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
provides a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and client relationships is vital to your success. deals a inexpensive and intuitive service that seamlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.