As a seasoned freelance journalist, I comprehend the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to utilize Streak Crm Api Key for your customer relations partnership interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total beginner it will help you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s totally free so once you get to the site 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 contribute to Chrome click ADD extension and your extension will be added fine it’s done and now it is adding 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 check in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow 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 viewed all tracked emails and upgraded reply and after that we have this brand-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 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 produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices firstly we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size business size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will offer your stage a name let’s state that you actually wished to produce another um you understand 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 actually choose different colors for each of the stages but I think all of these are really already produced so this is actually 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 demonstration are type of like the exact same thing we simply choose 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 after that 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 want so you will click on this plus here and we have free type a date check box drop down General email e-mail 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 choose this one here this is the field that was in fact missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date fine company’s size deal size and Business 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 created by date developed followers and more so I actually want to opt for the developed.
by or possibly the fans due to the fact that I want to keep an eye on my team members that are actually 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 options offered within streak is really among the easiest and among the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my project again if I didn’t want to opt for these sales if I did with jobs then I can go with the job stages right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also give it different different colors we likewise have business Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others realty support and custom-made So within our assistance you can see we have actually inbound assigned working on solved and sound this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click this drop down and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click go into so now you can see we have actually one lead created let’s state that there is actually 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 two we can in fact 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 as well there’s one working out so I’ll just simply click on new now as soon as you produce a lead we can in fact click here and it will now open the different fields that we included so this is a new Elite that I developed 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 invite the employee we have add columns we have e-mails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even upload 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.
accessories so this is how you create a lead within your as soon as you’re done with this you can really click get in and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these stages Combinations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge email and with combine e-mail what occurs is I can really develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly simple you can get going totally free by just adding the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As an independent reporter, I have actually dealt with many clients, managed numerous projects all at once, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my quest for an option, I checked out different platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I found, 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 perfect for freelance reporters who greatly rely on email interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear summary of your interactions with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to keep track of the development and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from list building to project conclusion.
You can categorize contacts, produce custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
facilitates partnership by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share essential emails, and team up in real-time, improving productivity and making sure everybody stays 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 actions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documents, making it easy to integrate with other tools and develop custom services.
This flexibility allows self-employed journalists with coding skills to extend the performance of and tailor it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to release.
You can create custom phases for various development phases, appoint jobs to employee, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, lessening the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As a freelance journalist, managing your hiring process and client relationships is vital to your success. deals a cost effective and user-friendly solution that effortlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.