As a skilled freelance journalist, I comprehend the obstacles of managing projects. Intercom.Io Streak Crm …tracking leads, and nurturing customer relationships. Throughout the years, I have actually explore different tools to streamline my workflow and enhance efficiency. One tool that has genuinely transformed my hiring process. In this short article, I will explore the advantages of using 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 newbies hey guys welcome back in this video I will be showing you how to utilize Intercom.Io Streak Crm for your customer relations partnership communication and far more so let’s enter into it first off 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 add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete newbie it will help you customize an ideal procedure for your team and you will have the ability to get your work done now let’s actually get into the procedure now is readily available as an extension and it’s completely free so once you get to the website you’ll get this choice 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 on contribute to Chrome click on ADD extension and your extension will be included okay it’s done and now it is adding 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 make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-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 resembles our brand-new dashboard 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 develop a new pipeline let’s really do that you will click on 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 contacted pitched demonstration working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will offer your phase a name let’s state that you in fact wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I think all of these are really currently developed so this is really quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are sort of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate 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 this plus here and we have complimentary form a date check box drop down General e-mail e-mail 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 go with this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here alright email thread count close date fine company’s size offer size and Company size alright 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 in fact wish to opt for the created.
by or perhaps the followers because I wish to keep an eye on my staff member that are really 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 alternatives readily available within streak is actually one of the most convenient and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t wish to choose these sales if I made with jobs then I can opt for the job stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also give it different various colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound appointed working on dealt with and sound this is actually pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click on this fall and we have handle phase or relabel 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 add 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 on enter so now you can see we have actually 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 new I’m going to include another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click new now as soon as you develop a lead we can actually click on this link and it will now open up the different 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 created keep in mind and then we have welcome teammates so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your when you’re done 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what takes place is I can in fact produce a follow-up emails and different storage emails here and we have active instructs so using is truly simple you can start free of charge by just adding the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it associates with. As an independent journalist, I’ve worked with various customers, handled multiple projects at the same time, and preserved a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who heavily count on e-mail communication. Here are some key advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, providing you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to manage and keep track of the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from list building to job completion.
You can categorize contacts, produce customized phases, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
assists in cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, boosting productivity and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can produce design templates for common email responses, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it simple to integrate with other tools and build custom solutions.
This versatility allows self-employed reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development jobs, from ideation to deployment.
You can produce custom-made phases for various advancement stages, appoint jobs to staff member, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, lessening the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid membership.
Features and Complexity:.
supplies a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and customer relationships is paramount to your success. deals a budget-friendly and instinctive option that seamlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.