As an experienced freelance reporter, I understand the challenges of handling projects, tracking leads, and supporting client relationships. In this short article, I will dig into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to utilize Streak Crm Integration With Jde for your consumer relations cooperation interaction and a lot more so let’s enter it to start with you require 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 Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total novice it will assist you personalize a perfect procedure for your group and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s entirely complimentary 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 contribute to Chrome click on 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 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 enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and upgraded reply and after that 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 new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration working out 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 concern industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will provide your stage a name let’s say that you really wanted to produce 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 offer it your color so we can in fact pick various colors for each of the stages but I think all of these are in fact already created so this is really quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and after that we have negotiating 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 various fields that you desire so you will click this plus here and we have totally free form a date check box drop down General e-mail email tracking task 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 choose this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date alright business’s size deal size and Company size alright let’s get rid of the business size and I’m gon na really discover something else within the basic where we have developed by date created followers and more so I in fact want to choose the created.
by or maybe the fans due to the fact that I want to keep an eye on my team members 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 in fact one of the easiest and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my job once again if I didn’t wish to choose these sales if I did with tasks then I can opt for the job phases right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise give it different various colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others real estate assistance and customized So within our support you can see we have actually incoming appointed working on solved and noise this is in fact respectable and we also have custom-made where I can actually start something from the scratch completely according to my service for me we just have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click this drop down and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click on enter so now you can see we have 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 add another lead let’s call it brand-new two we can really open this up in a new tab from here too but 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 state there was a called also there’s one working out so I’ll just simply click brand-new now once you create a lead we can in fact click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created remember and after that we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit files and then 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 create a lead within your when you’re finished with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our data collected 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 pick various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail very quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what happens is I can really produce a follow-up emails and various storage e-mails here and we have active instructs so using is actually easy you can begin for free by simply including the integration and now you understand how to utilize 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 career and how it connects to. As an independent reporter, I have actually worked with numerous clients, handled multiple jobs concurrently, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to improve my operations.
In my quest for a service, I explored different 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 freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for independent journalists who heavily count on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to manage and monitor the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to job conclusion.
You can categorize contacts, create custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
helps with partnership by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share essential emails, and work together in real-time, improving performance and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create templates for common e-mail actions, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to integrate with other tools and build custom services.
This flexibility enables self-employed journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software advancement tasks, from ideation to release.
You can create custom-made stages for different advancement phases, designate tasks to employee, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly solution, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email communication.
As a self-employed reporter, managing your hiring procedure and client relationships is paramount to your success. deals a affordable and user-friendly option that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.