As a skilled freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this article, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Crm Extension Api Streak for your consumer relations partnership communication and far 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 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 show you how to do that as a total newbie it will assist you tailor a perfect procedure for your team and you will be able to get your work done now let’s in fact get into the procedure now is available as an extension and it’s totally free so when you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be included alright 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 just sign in make certain to sign.
into the exact 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 simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and updated 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 merges so you can see this resembles our new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives first off 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 know then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you in fact wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact select different colors for each of the stages but I think all of these are really already produced so this is actually quite remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demonstration 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 want so you will click on this plus here and we have complimentary type a date check box drop down General email email tracking task calls and meetings 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 really missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date fine business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually created by date produced followers and more so I really wish to opt for the produced.
by or possibly the fans since I wish to monitor my employee that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices available within streak is really one of the most convenient and among the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my task once again if I didn’t want to choose these sales if I finished with tasks then I can choose the job phases right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it different various colors we likewise have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others property support and customized So within our support you can see we have actually inbound appointed working on fixed and noise this is really respectable and we also have customized where I can really start something from the scratch completely according to my company for me we merely have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click on this drop down and we have handle phase or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add 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 just call it brand-new and click get in so now you can see we have actually one lead developed let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just simply click brand-new now as soon as you create a lead we can really click on this link and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even publish files and then we have the remarks 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 develop a lead within your once you’re finished with this you can in fact click get in and it will be closed now it will reveal you something like this we have all of our information 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 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 be able to see we have private alternative we have these three dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and develop our CSV files similarly 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 simple Gmail extremely easily from here and it will likewise reveal 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 combine e-mail and with merge email what takes place is I can really develop a follow-up emails and different storage emails here and we have active advises so utilizing is truly easy you can start free of charge by just including the combination and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As a self-employed reporter, I have actually worked with many customers, handled several projects all at once, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my quest for a service, I explored numerous platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who greatly count on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it simple to keep track of the development and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to job completion.
You can categorize contacts, create custom-made phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important emails, and team up in real-time, boosting efficiency and ensuring everybody remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive designer documents, making it easy to incorporate with other tools and construct custom services.
This flexibility enables self-employed journalists with coding skills to extend the performance of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to implementation.
You can produce customized phases for different advancement phases, appoint tasks to employee, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As an independent reporter, handling your hiring procedure and client relationships is vital to your success. offers a user-friendly and affordable solution that flawlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.