As a skilled freelance reporter, I understand the obstacles of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to use Streak Crm V3 Api for your customer relations cooperation interaction and a lot more so let’s enter it first off you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total novice it will help you tailor a perfect process for your team and you will be able to get your work done now let’s in fact enter the procedure now is available as an extension and it’s entirely 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 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 simply check in make sure to sign.
into the very 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 simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this brand-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 merges so you can see this is like our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different choices first off we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting fine 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 stage you will click this Plus on top and you will provide your stage a name let’s say that you really wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select different colors for each of the stages however I think all of these are really already developed so this is in fact pretty remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and then we have working out with negotiating I can choose like in progress or something and now you can see these are my phases 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 form a date check box drop down General e-mail email tracking job 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 choose this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here alright email thread count close date fine business’s size offer size and Business size alright let’s eliminate the company size and I’m gon na really find something else within the basic where we have developed by date created fans and more so I actually want to opt for the produced.
by or perhaps the fans because I wish to monitor my staff member that are actually following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives readily available within streak is really one of the easiest and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my task again if I didn’t wish to go for these sales if I finished with tasks then I can go with the project stages right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also provide it various various colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others realty assistance and custom So within our support you can see we have inbound designated dealing with solved and noise this is really respectable and we likewise have custom-made where I can really start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click create now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this fall and we have manage stage or rename 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 on 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 on go into so now you can see we have actually one lead created let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new 2 we can really open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now once you create a lead we can really click here and it will now open up 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 remember and then we have welcome teammates so from here I can invite the employee we have add columns we have e-mails 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 publish files and then we have the remarks at the top here once 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 done with this you can actually click get in 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 contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can find these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with combine email what happens is I can actually create a follow-up emails and various storage e-mails here and we have active advises so using is truly simple you can start totally free by just including the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a self-employed journalist, I have actually dealt with many customers, managed several jobs all at once, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my quest for an option, I checked out numerous 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed reporters who heavily depend 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 e-mails easily, providing you a clear overview of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to keep track of the progress and handle of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to project completion.
You can classify contacts, create custom phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign tasks, share crucial emails, and team up in real-time, improving performance and ensuring everybody remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can produce templates for typical e-mail 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 independent journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documentation, making it easy to incorporate with other tools and develop custom solutions.
This versatility allows self-employed reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development jobs, from ideation to deployment.
You can develop custom-made stages for various development stages, assign tasks to team members, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, reducing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more cost effective solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced features need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail interaction.
As a self-employed reporter, handling your hiring procedure and customer relationships is vital to your success. deals a intuitive and economical solution that flawlessly incorporates with Gmail, enabling you to enhance 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 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 jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.