As an experienced freelance reporter, I understand the obstacles of managing projects, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be showing you how to use Streak Crm Batch Api for your consumer relations partnership interaction and much more so let’s enter into it first of all you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total beginner it will assist you tailor a best procedure for your team and you will be able to get your work done now let’s actually 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 alternative here which is contribute 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 on contribute to Chrome click ADD extension and your extension will be included alright 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 very same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded 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 merges so you can see this is like our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will give your phase a name let’s say that you in fact wished to develop another um you know 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 in fact select different colors for each of the stages however I believe all of these are actually currently developed so this is actually pretty remarkable what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are type of like the exact same thing we just 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 then we have working out 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 different fields that you desire so you will click this plus here and we have free form a date check box fall General e-mail email tracking job calls and conferences 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 opt for this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date fine company’s size deal size and Business size okay let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have produced by date produced followers and more so I in fact want to go for the created.
by or maybe the followers because I want to monitor my team members that are really 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 options offered within streak is really one of the most convenient and one of the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t wish to go for these sales if I did with tasks then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also give it different various colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others real estate support and custom-made So within our assistance you can see we have inbound assigned working on solved and sound this is really pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to develop 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 actually click this drop down and we have manage phase or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on 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 one lead developed 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 new I’m going to include another lead let’s call it new 2 we can actually open this up in a brand-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 2 leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click new now once you produce a lead we can actually click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I created 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 welcome the team members we have include columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that 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 produce a lead within your when you’re done with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our data gathered 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 pick various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create 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 switch to our basic Gmail very easily from here and it will also show 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 merge email and with combine email what takes place is I can really produce a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can start free of charge by simply including the combination and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As a self-employed reporter, I’ve dealt with various clients, handled several tasks at the same time, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a service, I checked out different platforms but found them to be either too costly or too complex 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 seamlessly integrates with Gmail, making it perfect for freelance reporters who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to project conclusion.
You can categorize contacts, create customized stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates collaboration by allowing you to share pipelines and interact with team members within the platform.
You can assign tasks, share essential emails, and collaborate in real-time, improving efficiency and guaranteeing everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create design templates for typical email responses, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer documents, making it simple to integrate with other tools and construct customized services.
This versatility allows independent journalists with coding skills to extend the performance of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement tasks, from ideation to implementation.
You can produce customized stages for different development phases, designate tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget-friendly service, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance journalist, handling your hiring procedure and customer relationships is vital to your success. deals a user-friendly and economical solution that flawlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated features 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 content, editor, or author creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.