As a seasoned freelance reporter, I comprehend the obstacles of managing jobs, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to utilize Streak Microsoft Dynamics Crm Integration for your consumer relations collaboration interaction and far more so let’s enter it first of all you need to go to streak.com and you will arrive at this site right here now is a sort 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 really incredible and I’ll reveal you how to do that as a total newbie it will assist you personalize 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 available as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be added alright it’s done and now it is adding 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 sign in make sure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your access 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 easy you know folders we are getting recently seen 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 combines so you can see this is like our new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus on top and you will offer your phase a name let’s state that you really wanted to create another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can really select different colors for each of the stages however I believe all of these are actually already produced so this is really pretty impressive what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and then we have working out with negotiating I can choose 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 various fields that you desire so you will click this plus here and we have free type a date check box drop down 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 go with this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here all right email thread count close date okay company’s size deal size and Company size alright let’s get rid of the company size and I’m gon na really find something else within the general where we have actually created by date developed followers and more so I actually want to go for the produced.
by or maybe the fans because I wish to keep track of my team members that are actually following this so I will you know 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 choices offered within streak is actually one of the simplest 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 project again if I didn’t want to go for these sales if I did with jobs then I can opt for the job stages right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it different different colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others real estate support and custom So within our assistance you can see we have actually inbound appointed dealing with dealt with and sound this is really pretty good and we likewise have customized where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with a staff 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 develop a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can in fact click on this fall and we have manage stage or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click enter so now you can see we have actually one lead created 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 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 two leads then let’s state there was a called too there’s one working out so I’ll just merely click on brand-new now as soon as you develop a lead we can actually click here and it will now open up the different fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the team members we have add columns we have emails files and comments you can change to the emails and it will show you the emails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our meeting 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 actually click on go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one called 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 as well uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can change to our simple Gmail extremely quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine email and with merge email what happens is I can in fact develop a follow-up emails and various storage emails here and we have active instructs so utilizing is actually easy you can start totally free by just adding the integration and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I have actually worked with many clients, handled several projects at the same time, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for an option, I checked out various platforms but discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for independent journalists who greatly count on e-mail communication. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, providing you a clear summary of your communications with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to monitor the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from list building to task conclusion.
You can categorize contacts, produce customized phases, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates cooperation by permitting you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial e-mails, and collaborate in real-time, enhancing efficiency and guaranteeing everyone stays on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive developer paperwork, making it simple to incorporate with other tools and construct custom services.
This flexibility enables independent reporters with coding skills to extend the performance of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to implementation.
You can create customized stages for different development stages, assign tasks to team members, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget friendly service, specifically for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email communication.
As an independent reporter, managing your hiring procedure and customer relationships is vital to your success. offers a user-friendly and budget-friendly service that flawlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession 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.