As a seasoned freelance reporter, I understand the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this post, 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 use for beginners hey guys welcome back in this video I will be showing you how to use Streak Crm Api Access for your consumer relations partnership interaction and far more so let’s get into it firstly you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total novice it will assist you customize a perfect process for your team and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s completely totally free so when you get to the website you’ll get this alternative here which is contribute 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 ADD extension and your extension will be added okay it’s done and now it is contributing to Gmail and it will take me straight 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 simply check in make sure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and updated reply and then we have this brand-new choice 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 resembles our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with 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 of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead called pitched demo 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 email last e-mail from lead Source concern industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will offer your stage a name let’s say that you in fact wanted to create another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually select various colors for each of the stages however I think all of these are in fact currently produced so this is actually pretty excellent what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are sort 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 really let’s eliminate the demo here and then we have negotiating 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 various fields that you desire so you will click on this plus here and we have totally free kind a date check box drop down General email e-mail tracking task calls and conferences 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 choose this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date fine business’s size deal size and Company size alright let’s eliminate the company size and I’m gon na actually find something else within the basic where we have produced by date produced followers and more so I in fact wish to choose the produced.
by or perhaps the followers since I want 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 wanted for my pipeline now you can see there are a lot of options readily available within streak is in fact one of the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my job again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the job phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also give it various different colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others realty assistance and custom-made So within our support you can see we have inbound designated dealing with fixed and noise this is really respectable and we likewise have customized where I can really start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this fall and we have manage stage or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click get in so now you can see we have one lead created let’s say that there is in fact 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 brand-new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just merely click new now when you develop a lead we can in fact click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced remember and then we have invite teammates so from here I can welcome the employee we have add columns we have emails files and comments 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 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 create a lead within your as soon as you’re made with this you can in fact 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 two 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 as well uh another thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can discover these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and create our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail very easily from here and it will also show me the e-mails 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 merge email and with merge e-mail what occurs is I can in fact develop a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can begin for free by just including the integration and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I’ve dealt with various clients, managed numerous projects at the same time, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my mission for a solution, I explored different platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail communication. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails easily, providing you a clear summary of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to monitor the development and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from lead generation to project conclusion.
You can categorize contacts, develop customized stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important e-mails, and collaborate in real-time, enhancing performance and making sure everyone stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can develop templates for typical email actions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and construct customized services.
This versatility allows self-employed journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to deployment.
You can create customized phases for different development stages, assign jobs to staff member, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget-friendly solution, especially for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is paramount to your success. deals a user-friendly and economical solution that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.