As a skilled freelance reporter, I comprehend the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be revealing you how to use Streak And Motion Ai Chatbot Enabled Crm Case Study for your consumer relations cooperation communication and far more so let’s enter into it firstly you need 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 in fact turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete newbie it will help you customize a best process for your group and you will have the ability to get your work done now let’s actually enter the process now is readily available as an extension and it’s totally totally free so as soon as 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 contribute to Chrome click ADD extension and your extension will be included alright 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 sign in make certain to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and upgraded reply and then we have this new alternative 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 be able to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various options first off 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 called pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size business 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 phase a name let’s state that you really wished to develop another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose various colors for each of the stages but I believe all of these are in fact currently produced so this is actually quite remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are sort of like the same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating 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 different fields that you want so you will click this plus here and we have free form a date check box fall General email email tracking task calls and meetings so I do not 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 in fact missing out on and I’ll really reorganize and put the notes here okay e-mail thread count close date okay business’s size offer size and Business size alright let’s get rid of the company size and I’m gon na actually find something else within the general where we have produced by date produced fans and more so I really want to choose the created.
by or possibly the followers because I wish to keep track of my staff member 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 offered within streak is actually among the most convenient and among the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my task once again if I didn’t want to opt for these sales if I finished with projects then I can go with the project stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it various different colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others property support and custom-made So within our assistance you can see we have inbound assigned working on solved and noise this is in fact respectable and we also have custom where I can really start something from the scratch completely according to my company for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on produce now it will simply 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 have the ability to add my Lead Series so you can actually click on this fall 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 be able to include it click on 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 simply call it brand-new and click go into so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called as well there’s one working out so I’ll just simply click on new now once you develop a lead we can in fact click on this link and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can welcome the team members we have add columns we have e-mails files and remarks 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 comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re finished with this you can actually click 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 2 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 deleting and sharing too 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 Integrations and automation this is one of the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail very easily from here and it will also show me the emails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge email and with merge email what happens is I can in fact produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is really simple you can start totally free by simply including the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I’ve worked with numerous customers, handled multiple projects simultaneously, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a service, I checked out different platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who greatly rely on email interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to handle and monitor the progress of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from list building to project conclusion.
You can classify contacts, create customized stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial e-mails, and work together in real-time, boosting efficiency and guaranteeing everyone remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can create templates for typical email reactions, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
provides a robust API and substantial developer documents, making it simple to incorporate with other tools and build custom-made solutions.
This versatility permits freelance reporters with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to implementation.
You can create custom-made stages for various advancement stages, designate jobs to staff member, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is critical to your success. deals a instinctive and cost effective service that seamlessly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, writer, or editor developer, 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 impact of Streak CRM in your freelance journalism ventures.