As an experienced freelance reporter, I comprehend the challenges of handling jobs, tracking leads, and supporting customer relationships. In this short article, I will dig into the benefits of using for freelance 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 people invite back in this video I will be showing you how to use Sage Erp Streak Crm Connector for your consumer relations cooperation interaction and a lot more so let’s enter into it firstly you require to go to streak.com and you will land 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 fantastic and I’ll reveal you how to do that as a total newbie it will assist you customize a best process for your group and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s completely free so when you get to the site you’ll get this option here which is add 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 add to Chrome click ADD extension and your extension will be added 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 merely check in make sure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated 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 combines so you can see this is like our brand-new dashboard for here I’ll be able to produce 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 brand-new pipeline let’s really do that you will click on new pipeline here and we have different options first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will offer your stage a name let’s state that you really wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can really select different colors for each of the stages however I think all of these are really already produced so this is actually quite excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of 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 on this plus here and we have totally free form a date check box drop down 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 opt for this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here okay email thread count close date okay business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na actually discover something else within the general where we have produced by date produced followers and more so I really want to choose the developed.
by or perhaps the fans because I wish to track my staff member that are in fact 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 choices available within streak is really among the easiest and among the most uh you understand versatile 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 made with projects then I can opt for the project stages 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 offer it different various colors we likewise have service Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others property support and custom-made So within our assistance you can see we have actually incoming assigned working on dealt with and noise this is actually pretty good and we likewise have customized where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include 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 new and click on go into so now you can see we have actually one lead developed let’s state 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 new two 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 in this manner now you can see we have 2 leads then let’s state there was a called as well there’s one negotiating so I’ll just merely click new now as soon as you develop a lead we can really click here and it will now open 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 developed keep in mind and then we have welcome teammates so from here I can welcome the team members we have add columns we have emails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re finished with this you can in fact click on go into and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can find these stages Combinations and automation this is one of the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what occurs is I can actually produce a follow-up emails and different storage emails here and we have active advises so utilizing is actually simple you can get going free of charge by simply adding the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance reporter, I’ve worked with various customers, managed several projects concurrently, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for a solution, I explored numerous platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who heavily depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, providing you a clear summary of your communications with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from list building to task conclusion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share crucial e-mails, and team up in real-time, improving performance and making sure everyone stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create templates for typical email responses, schedule follow-ups, and established suggestions, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software development. Here’s how:.
provides a robust API and extensive developer paperwork, making it easy to integrate with other tools and build customized services.
This flexibility enables independent reporters with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to manage software development tasks, from ideation to implementation.
You can develop custom stages for different development phases, assign tasks to team members, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, reducing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced features 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, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a self-employed journalist, handling your hiring process and client relationships is critical to your success. deals a budget-friendly and user-friendly solution that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.