As a skilled freelance reporter, I comprehend the obstacles of handling tasks, tracking leads, and nurturing client relationships. In this short article, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to utilize Streak Sage Crm Integration for your client relations cooperation interaction and far more so let’s enter into it to start with you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete newbie it will assist you tailor a best process for your team and you will be able to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s totally totally free so once you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on 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 simply check in make sure to sign.
into the exact 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 just scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this 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 resembles our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing 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 to start with we have the stages so this is where you will choose these stages 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 alright then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will provide your stage a name let’s state that you in fact wanted to develop another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually select various colors for each of the stages however I think all of these are really currently created so this is in fact quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo here and then we have negotiating with negotiating I can go with 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 free type a date check box fall General email e-mail 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 go with this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here all right e-mail thread count close date fine company’s size deal size and Company size alright let’s get rid of the business size and I’m gon na really discover something else within the general where we have actually produced by date developed followers and more so I actually want to opt for the created.
by or maybe the fans due to the fact that I wish to track my team members 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 desired for my pipeline now you can see there are a lot of options readily available within streak is really among the most convenient and among the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t wish to choose these sales if I did with projects then I can opt for the task phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise give it different various colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages task search financier fundraising others real estate support and custom-made So within our support you can see we have actually incoming assigned dealing with fixed and sound this is in fact respectable and we likewise have custom-made where I can actually start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click 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 develop now it will simply take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have manage phase or rename so as I continue 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 on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on enter so now you can see we have actually one lead created 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 2 we can in fact open this up in a 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 say there was a gotten in touch with as well there’s one negotiating so I’ll just simply click new now once you develop a lead we can really 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 developed and we have all of these different columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re made with this you can in fact click 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine email and with merge email what happens is I can in fact produce a follow-up e-mails and different storage emails here and we have active advises so using is truly simple you can begin for free by simply adding the integration and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a self-employed reporter, I have actually worked with various clients, handled multiple tasks simultaneously, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to streamline my operations.
In my mission for a solution, I explored various platforms however discovered them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who greatly count on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to handle and keep track of the development of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to project completion.
You can categorize contacts, produce customized phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial e-mails, and team up in real-time, enhancing performance and making sure everybody remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can develop templates for typical email responses, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer paperwork, making it easy to incorporate with other tools and construct custom solutions.
This flexibility 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 advancement projects, from ideation to release.
You can produce customized stages for various development stages, designate tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more detailed suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email communication.
As an independent reporter, handling your hiring process and client relationships is paramount to your success. deals a economical and instinctive solution that flawlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.