As an experienced freelance journalist, I comprehend the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be showing you how to utilize Streak Crm Sage X3 Integration for your consumer relations cooperation interaction and far more so let’s enter 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 contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete 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 really enter into the process now is readily available as an extension and it’s entirely totally free so as soon as you get to the website 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 on contribute to Chrome click ADD extension and your extension will be included okay 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 merely 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 access and we’re gon na merely scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails 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 combines so you can see this is like our brand-new dashboard for here I’ll have the ability to develop 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 develop a new pipeline let’s in fact do that you will click new pipeline here and we have different choices firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will give your phase a name let’s state that you in fact wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick different colors for each of the stages but I think all of these are actually already developed so this is really pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have complimentary type a date check box drop down General email email tracking job calls and conferences 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 choose this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date fine business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na actually discover something else within the general where we have actually produced by date developed fans and more so I really want to go for the produced.
by or possibly the fans because I want to keep an eye on my employee that are in fact 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 really among the simplest and one of the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my job once again if I didn’t wish to go for these sales if I did with tasks then I can opt for the job stages right here and again the fields the procedure is going to be similar you will select 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 hiring so if you do hiring then this is going to be your phases task search investor fundraising others real estate support and customized So within our support you can see we have actually incoming appointed dealing with resolved and sound this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch totally according to my business for me we merely have the sales so I’m gon na choose the sales here and click develop 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 create now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have one lead developed let’s say that there is really 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 add another lead let’s call it new two we can in fact 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 two leads then let’s state there was a called as well there’s one negotiating so I’ll just merely click on new now when you create a lead we can really click on this link 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 different 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 employee we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your when you’re done with this you can actually click on go into 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 called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail extremely quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what takes place is I can really create a follow-up emails and various storage emails here and we have active instructs so using is really easy you can begin for free by simply adding the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a freelance reporter, I’ve dealt with numerous customers, handled several jobs all at once, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my mission for a solution, I checked out various platforms however discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, offering you a clear summary of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to keep track of the development and manage of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from lead generation to project completion.
You can classify contacts, produce custom-made phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, share important emails, and work together in real-time, improving efficiency and guaranteeing everybody stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can produce templates for common email reactions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it simple to incorporate with other tools and develop custom options.
This versatility allows freelance journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to implementation.
You can develop customized phases for various advancement phases, assign tasks to employee, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, reducing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and modification.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance journalist, handling your hiring process and client relationships is vital to your success. deals a budget-friendly and intuitive solution that perfectly integrates 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, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.