As an experienced freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and nurturing customer relationships. In this post, I will dive into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to utilize Agile Crm Streak Integrations for your customer relations partnership communication and far more so let’s enter it firstly you require to go to streak.com and you will arrive at this site right here now is a kind 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 really incredible and I’ll reveal you how to do that as a complete novice it will assist you tailor a perfect process for your team and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s entirely 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 on add to Chrome click on ADD extension and your extension will be added fine it’s done and now it is contributing 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 simply sign in ensure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this 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 is like our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size company size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will give your stage a name let’s say that you really wanted to develop another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give 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 created so this is actually 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 kind of like the very same thing we simply opt for 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 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 different fields that you desire so you will click on this plus here and we have complimentary form a date check box fall General e-mail 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 choose this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here alright email thread count close date fine company’s size offer size and Business size alright let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have developed by date produced followers and more so I actually wish to opt for the developed.
by or perhaps the fans because I want to keep track of my employee that are in fact following this so I will you know 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 great deal of alternatives readily available within streak is in fact among the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t wish to opt for these sales if I finished with projects then I can choose the job phases 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 offer it various different colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search investor fundraising others real estate assistance and custom So within our support you can see we have actually incoming designated dealing with dealt with and sound this is in fact respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click produce now it will simply 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 add my Lead Series so you can in fact click this drop down and we have handle phase or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead area 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 add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can actually open this up in a brand-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 two leads then let’s say there was a contacted too there’s one working out so I’ll just merely click new now as soon as you produce a lead we can actually click on this link and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the employee we have include columns we have emails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re made with this you can really click on enter 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch 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 created we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what happens is I can really develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually easy you can get started totally free by simply adding the combination and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it connects to. As a self-employed journalist, I’ve dealt with many customers, handled numerous projects concurrently, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my quest for an option, I explored various platforms however found 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.
: Streamlining 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 depend on email interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to handle and monitor the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from list building to project completion.
You can classify contacts, create custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important e-mails, and team up in real-time, boosting productivity and ensuring everybody stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop templates for common email reactions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and extensive developer documentation, making it simple to integrate with other tools and build customized services.
This versatility permits independent journalists with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to release.
You can develop customized phases for various advancement phases, appoint tasks to staff member, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is vital to your success. deals a cost effective and instinctive service that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.