As an experienced freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting customer relationships. In this short article, I will dive into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be revealing you how to use Streak Crm Integration With Outlook for your consumer relations partnership communication and far more so let’s enter it to start with you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete beginner it will assist you tailor a perfect process for your team and you will have the ability to get your work done now let’s actually get into the procedure now is available as an extension and it’s completely totally free so once you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to select 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 all right 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 just check in make certain to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply 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 viewed all tracked emails and upgraded reply and then we have this new option 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 brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click new pipeline here and we have various options 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 called pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will give your stage a name let’s say that you in fact wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really select various colors for each of the stages however I believe all of these are actually already developed so this is actually quite outstanding what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and after that we have negotiating 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 various fields that you want so you will click on this plus here and we have totally free kind a date check box fall General email e-mail 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 choose this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here all right e-mail thread count close date alright company’s size offer size and Business size okay let’s eliminate 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 opt for the developed.
by or maybe the followers since I want to keep an eye on my team members that are actually following this so I will you understand 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 great deal of alternatives offered within streak is really one of the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my job again if I didn’t want to opt for these sales if I made with tasks then I can opt for the job stages right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also give it different different colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others realty support and custom So within our support you can see we have actually inbound assigned dealing with fixed and sound this is really pretty good and we also have customized where I can in fact start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can actually click this fall and we have handle phase or relabel 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 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 brand-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 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 actually open this up in a new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just merely click new now once you produce a lead we can actually click on this link and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have welcome teammates so from here I can invite the employee we have add columns we have emails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even publish files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your once you’re finished 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 collected 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 perform bulk actions such as deleting 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 discover these phases Integrations and automation this is one of the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able 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 develop a new pipeline we can change to our easy Gmail really quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge email and with merge email what occurs is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is truly easy you can start totally free by simply including the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it relates to. As an independent journalist, I have actually worked with many customers, managed numerous projects simultaneously, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my mission for a service, I explored numerous platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who heavily count on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, giving you a clear introduction of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from list building to job completion.
You can categorize contacts, develop custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share important e-mails, and team up in real-time, boosting productivity and ensuring everyone remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce design templates for common email actions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software development. Here’s how:.
provides a robust API and substantial designer paperwork, making it easy to integrate with other tools and construct customized solutions.
This versatility permits self-employed reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to release.
You can develop custom-made phases for different development stages, assign jobs to employee, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and modification.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email communication.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. deals a budget friendly and instinctive service that perfectly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.