As a seasoned freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting customer relationships. In this short article, I will delve into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be revealing you how to utilize Pipedrive Vs Streak Crm for your client relations partnership interaction and much more so let’s enter into it first of all you need to go to streak.com and you will arrive on this website 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 actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total novice it will help you customize a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter the process now is available as an extension and it’s entirely totally free so once you get to the website you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be included 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 ensure to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on permit after including 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 e-mails and upgraded reply and after that we have this brand-new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating 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 market deal size business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really pick different colors for each of the stages however I think all of these are actually already produced so this is actually pretty remarkable what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration 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 this plus here and we have totally free form a date check box drop down General email email tracking task calls and meetings so I don’t 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 actually missing out on and I’ll actually reorganize and put the notes here all right e-mail thread count close date all right business’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually created by date created followers and more so I actually want to opt for the developed.
by or perhaps the fans since I wish to monitor my staff member that are really following this so I will you understand 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 great deal of choices available within streak is really among the easiest 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 project again if I didn’t wish to choose these sales if I made with projects then I can go with the project stages right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise provide it various different colors we likewise have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others property support and custom-made So within our support you can see we have actually incoming appointed working on solved and noise this is actually respectable and we likewise have custom-made where I can actually start something from the scratch totally according to my service for me we just have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on create now it will just take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I proceed as I add 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 include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have actually one lead created 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 new I’m going to add another lead let’s call it brand-new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on brand-new now once you create a lead we can in fact click on this link 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 different columns we have the fields that we developed remember 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 comments you can change to the emails 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 as soon as you’re done with this you can actually click on 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 two leads one gotten in touch with 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 carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail really quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what occurs is I can in fact produce a follow-up e-mails and different storage emails here and we have active instructs so using is really easy you can get going free of charge by simply adding the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a self-employed reporter, I’ve dealt with numerous customers, handled numerous projects concurrently, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my mission for a service, I explored numerous platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, offering you a clear summary of your communications with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to manage and monitor the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from lead generation to job conclusion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, boosting efficiency and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can create design templates for typical email reactions, schedule follow-ups, and established pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial designer paperwork, making it easy to incorporate with other tools and develop custom services.
This versatility enables independent journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to deployment.
You can develop custom stages for different development phases, designate jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical option, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. deals a economical and instinctive option that effortlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.