As a skilled freelance journalist, I understand the challenges of handling jobs. Streak Crm Or Pipedrive …tracking leads, and supporting customer relationships. Throughout the years, I have actually explore different tools to simplify my workflow and improve effectiveness. One tool that has truly revolutionized my hiring process. In this post, I will delve into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to use Streak Crm Or Pipedrive for your consumer relations collaboration interaction and much more so let’s enter into it first of all 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 really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total novice it will help you personalize an ideal procedure for your group and you will have the ability to get your work done now let’s actually get into the process now is readily available as an extension and it’s entirely free so once you get to the website you’ll get this option here which is add 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 on add to Chrome click ADD extension and your extension will be added all right 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 just check in make sure 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 on allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded 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 new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail 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 want to add another phase you will click this Plus on top and you will give your stage a name let’s say that you in fact wanted 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 offer it your color so we can really pick various colors for each of the stages however I think all of these are really currently created so this is really pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demonstration here and then we have working out 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 desire so you will click on this plus here and we have complimentary form a date check box drop down General e-mail email tracking job calls and meetings 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 actually rearrange and put the notes here fine e-mail thread count close date all right company’s size deal size and Business size okay let’s get rid of the company size and I’m gon na really discover something else within the basic where we have produced by date produced followers and more so I actually wish to opt for the created.
by or possibly the followers since I want to keep an eye on my staff member that are actually 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 great deal of alternatives readily available within streak is actually one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t want to choose these sales if I made with jobs then I can opt for the job phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise provide it different various colors we likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming appointed dealing with resolved and sound this is actually respectable and we also have customized where I can really start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have manage phase or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include 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 brand-new and click on go into so now you can see we have one lead produced let’s say that there is actually 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 actually 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 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click brand-new now once you develop a lead we can really click here and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload files and then 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 create a lead within your when you’re done 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 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 choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail really quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with combine e-mail what occurs is I can really create a follow-up emails and different storage e-mails here and we have active instructs so using is actually simple you can get started free of charge by simply including the combination and now you know how to utilize as a total beginner 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 connects to. As a freelance journalist, I’ve dealt with various clients, handled multiple tasks concurrently, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my mission for a solution, I checked out different platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who heavily rely on e-mail communication. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails easily, providing you a clear introduction of your communications with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to keep track of the progress and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from lead generation to task completion.
You can classify contacts, develop customized phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, boosting productivity and guaranteeing everybody stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for common e-mail reactions, schedule follow-ups, and set up tips, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and substantial designer documentation, making it simple to integrate with other tools and construct custom solutions.
This flexibility allows self-employed reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to implementation.
You can produce customized stages for different development stages, assign tasks to employee, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more cost effective service, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email communication.
As a freelance reporter, managing your hiring procedure and customer relationships is critical to your success. offers a user-friendly and budget-friendly service that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.