As a seasoned freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to use Streak Crm Open Api for your client relations cooperation interaction and a lot more so let’s enter it first off you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total beginner it will assist you personalize an ideal process for your group and you will have the ability to get your work done now let’s actually get into the process now is available as an extension and it’s totally totally free so once you get to the website you’ll get this choice here which is add 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 included 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 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 merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and updated 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 resembles our new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead gotten in touch with 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 e-mail last email from lead Source priority industry offer size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will give your stage a name let’s state that you actually wished to produce 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 give it your color so we can really select different colors for each of the stages however I believe all of these are actually currently produced so this is in fact quite remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are type of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo 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 desire so you will click on this plus here and we have complimentary form a date check box fall General email e-mail tracking task calls and conferences so I don’t 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 go with this one here this is the field that was really missing and I’ll really reorganize and put the notes here alright email 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 in fact discover something else within the basic where we have actually developed by date created fans and more so I really want to choose the created.
by or perhaps the followers due to the fact that I wish to monitor my staff member 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 great deal of alternatives available within streak is really one of the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my task again if I didn’t wish to opt for these sales if I made with projects then I can go with the project stages right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it various different colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others real estate support and custom-made So within our assistance you can see we have incoming appointed dealing with resolved and noise this is really pretty good and we also have custom where I can actually start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can really click this fall and we have handle phase or relabel so as I continue as I add different leads here what I I will do is I’ll just merely 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 section here and let’s simply call it new and click get in so now you can see we have one lead developed let’s state that there is in fact 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 2 we can actually open this up in a brand-new tab from here too but 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 negotiating so I’ll just merely click brand-new now when you produce a lead we can actually click on this link and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have welcome teammates so from here I can welcome the employee we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the comments 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 produce a lead within your when you’re finished with this you can in fact click on get in and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have personal option we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with combine e-mail what takes place is I can actually create a follow-up emails and different storage e-mails here and we have active advises so using is truly simple you can start free of charge by just including the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it associates with. As an independent journalist, I have actually worked with numerous clients, handled multiple jobs at the same time, and kept an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for a service, I checked out different platforms however discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed journalists who greatly rely on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to keep track of the development and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to task conclusion.
You can classify contacts, develop customized phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates cooperation by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial emails, and collaborate in real-time, enhancing productivity and making sure everybody stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can create design templates for typical email actions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to incorporate with other tools and construct customized services.
This versatility enables self-employed journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software application advancement projects, from ideation to deployment.
You can produce customized phases for different development phases, designate jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
supplies a more detailed suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed journalist, handling your hiring process and customer relationships is critical to your success. offers a user-friendly and budget friendly service that flawlessly integrates with Gmail, enabling 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 simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.