As an experienced freelance journalist, I understand the challenges of managing tasks, tracking leads, and supporting customer relationships. In this article, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Streak Api Crm Extension for your consumer relations cooperation interaction and much more so let’s get into it first off you need to go to streak.com and you will arrive at 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 really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total newbie it will assist 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 process now is available as an extension and it’s completely complimentary so when you get to the site you’ll get this choice here which is add to Chrome and you’re.
going to pick 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 fine 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 check in make certain to sign.
into the very same Gmail that you have actually 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 on permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and updated reply and then we have this brand-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 is like our new control panel 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 employing so this is where we’ll go develop a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will give your phase a name let’s state that you actually wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually pick different colors for each of the stages however I think all of these are actually already produced so this is actually pretty impressive what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can choose 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 this plus here and we have free kind 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 choose this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here all right e-mail thread count close date alright company’s size offer size and Business size all right let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have developed by date produced followers and more so I actually want to go for the produced.
by or possibly the fans because I wish to keep track of my team members that are actually following this so I will you know 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 available within streak is really among the simplest and one of the most uh you know flexible out there it’s very easy to use with templates we have projects too within my project again if I didn’t wish to go for these sales if I did with tasks then I can choose the job stages right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise provide it various different colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others realty support and custom So within our assistance you can see we have actually incoming appointed dealing with resolved and noise this is in fact pretty good and we likewise have customized where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click this drop down and we have handle phase or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here include 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 new and click on get in so now you can see we have actually one lead produced let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click on new now as soon as you produce a lead we can in fact click on this link and it will now open the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the e-mails 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 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 finished with this you can actually click enter 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 two leads one gotten in touch with 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 perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail extremely easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge email and with combine email what occurs is I can actually develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is actually easy you can start for free by simply including the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As an independent reporter, I have actually dealt with numerous customers, managed numerous tasks at the same time, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for an option, I checked out various platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who greatly depend on email 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 e-mails effortlessly, giving you a clear overview of your communications with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from list building to project conclusion.
You can classify contacts, create custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial emails, and team up in real-time, enhancing performance and ensuring everybody remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop design templates for typical email responses, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer paperwork, making it easy to incorporate with other tools and develop custom solutions.
This versatility permits self-employed reporters with coding skills to extend the performance of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to deployment.
You can develop custom-made stages for various advancement phases, assign tasks to employee, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical service, especially for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail communication.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. offers a economical and user-friendly solution that flawlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or content creator, 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 ventures.