As a skilled freelance journalist, I understand the obstacles of managing tasks. Streak Crm Landing Page Integration …tracking leads, and supporting client relationships. For many years, I’ve experimented with numerous tools to simplify my workflow and enhance effectiveness. One tool that has actually genuinely revolutionized my hiring process. In this article, I will delve into the benefits 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 utilize for newbies hey guys welcome back in this video I will be revealing you how to use Streak Crm Landing Page Integration for your client relations collaboration interaction and a lot more so let’s get into it first of all you require 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 basic 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 complete newbie it will assist you customize a best process for your team and you will be able to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s entirely totally free so once you get to the site you’ll get this option 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 on add 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 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 simply sign in make sure to sign.
into the same Gmail that you have actually 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 enable after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and updated reply and then we have this brand-new option 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 is like our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with 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 various choices to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead called pitched demo negotiating close phone closed uh you know 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 concern market offer size company size close rate email thread count days and state and keeps in mind so if you want 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 actually wanted to produce another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really pick different colors for each of the stages however I believe all of these are actually already developed so this is actually pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the very 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 get rid of the demo here and after that we have working out with negotiating I can opt for 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 want so you will click on this plus here and we have complimentary form a date check box fall General email email tracking task calls and conferences so I do not 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 opt for this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here all right email thread count close date all right company’s size offer size and Company size all right 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 produced followers and more so I actually want to opt for the produced.
by or perhaps the fans because I wish to monitor my employee 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 choices available within streak is actually one of the simplest and one of the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my project once again if I didn’t want to go for these sales if I did with projects then I can opt for the project phases right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also offer it various different colors we likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others realty support and customized So within our support you can see we have incoming designated working on fixed and noise this is in fact pretty good and we also have custom-made where I can actually start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on develop private 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 simply take a second for a street to develop 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 really click this fall and we have handle stage or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have one lead produced let’s say that there is in fact 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 however 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 say there was a gotten in touch with also there’s one negotiating so I’ll just merely click on new now once you produce a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the emails and it will show you the emails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can in fact click enter 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 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 perform bulk actions such as deleting and sharing also 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 find these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine email and with combine email what occurs is I can really create a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually simple you can start for free by simply including the integration and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a freelance reporter, I’ve dealt with many customers, handled several projects all at once, and maintained a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to simplify my operations.
In my mission for a solution, I checked out different platforms however found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed reporters who greatly depend on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to manage and monitor the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to job completion.
You can categorize contacts, develop custom phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with team members within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, enhancing efficiency and ensuring everyone remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for common email responses, schedule follow-ups, and established reminders, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to integrate with other tools and develop custom options.
This flexibility permits freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application advancement tasks, from ideation to release.
You can produce custom phases for various development stages, appoint jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more affordable option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As an independent reporter, handling your hiring procedure and client relationships is vital to your success. deals a inexpensive and instinctive option that perfectly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, content, or editor developer, 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 endeavors.