As a skilled freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply 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 utilize Streak Marketing Automation Salesforce Crm Combination for your consumer relations partnership interaction and much more so let’s enter it firstly you need to go to streak.com and you will land on this site right here now is a type 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 really incredible and I’ll show you how to do that as a total novice it will assist you personalize a perfect procedure for your group and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s totally free so when you get to the website you’ll get this alternative here which is contribute 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 added fine 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 merely check in make certain to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after adding 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 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 combines so you can see this is like our new control panel for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market offer size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you really wanted to develop another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually choose different colors for each of the stages but I believe all of these are in fact currently produced so this is in fact pretty outstanding what I will do is I will really eliminate this one and if you seem 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 actually demo 2 what I’ll do is in fact let’s get rid of the demo here and then we have working out 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 various fields that you desire so you will click on this plus here and we have free kind a date check box fall General email e-mail tracking task calls and meetings 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 go with this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date alright business’s size deal size and Business size fine let’s get rid of the business size and I’m gon na actually find something else within the basic where we have developed by date created followers and more so I actually want to go for the developed.
by or maybe the fans because I want to keep an eye on my team members 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 desired for my pipeline now you can see there are a lot of alternatives available within streak is in fact among 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 once again if I didn’t wish to choose these sales if I made with tasks then I can choose the task phases right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also give it different various colors we likewise have company Dev here you can see then we have working with so if you do working with then this is going to be your phases job search financier fundraising others property assistance and custom So within our support you can see we have inbound appointed working on resolved and sound this is actually respectable and we likewise have customized where I can really start something from the scratch totally according to my service for me we merely 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 an employee so I’m going to opt for the shared one here and click on create now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can really click on this fall and we have handle phase or rename so as I proceed as I include different 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 ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click on go into so now you can see we have one lead created 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 new I’m going to include another lead let’s call it brand-new 2 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 in this manner 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 simply click on new now when you produce a lead we can actually click here and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails 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 meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re made with this you can really click on 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail very quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can actually develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is truly easy you can get going totally free by simply adding the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As an independent journalist, I have actually worked with numerous clients, handled numerous jobs simultaneously, and kept an extensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for a solution, I checked out numerous platforms but discovered them to be either too complicated or too costly 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 customer relationship management tool that perfectly integrates with Gmail, making it ideal for independent reporters who heavily count on email communication. Here are some key advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to manage and keep track of the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from lead generation to project completion.
You can classify contacts, create customized phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial emails, and work together in real-time, improving performance and making sure everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can create design templates for common e-mail responses, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it easy to integrate with other tools and develop custom solutions.
This flexibility permits independent reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application advancement jobs, from ideation to deployment.
You can produce custom-made stages for different advancement phases, appoint tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use functions, lessening the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring process and client relationships is vital to your success. offers a instinctive and budget friendly option that flawlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.