As a skilled freelance reporter, I comprehend the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will dig into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Streak Crm Integration Api for your client relations partnership interaction and a lot more so let’s enter it first off you need to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute 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 incredible and I’ll show you how to do that as a complete novice it will help you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s entirely 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 pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be included alright it’s done and now it is adding 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 merely sign in make sure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this new option 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 resembles our brand-new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various options first off we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you know 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 top priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will provide your stage a name let’s state that you actually wished to produce 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 give it your color so we can actually pick various colors for each of the stages however I believe all of these are in fact already produced so this is actually pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo here and then 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 this plus here and we have free form a date check box drop down General email email tracking task calls and meetings 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 choose this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date alright company’s size offer size and Business size okay let’s get rid of the business size and I’m gon na really find something else within the basic where we have actually developed by date created followers and more so I in fact wish to go for the created.
by or perhaps the followers due to the fact that I wish to track my employee that are really 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 options available within streak is really one of the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t want to opt for these sales if I made with tasks then I can opt for the project stages right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also offer it different different colors we likewise have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others realty assistance and custom So within our assistance you can see we have incoming appointed working on fixed and sound this is really pretty good and we likewise have custom where I can really start something from the scratch completely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to go with 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 in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have handle phase or rename so as I proceed 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 the top here include a box so click on 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 on enter so now you can see we have one lead produced let’s say that there is actually 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 two 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 in this manner now you can see we have two leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just merely click on new now as soon as you develop a lead we can actually click here and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can invite the staff member we have add columns we have emails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even publish files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re made with this you can actually click on go into 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 pick various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix on 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 one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with combine email what takes place is I can really develop a follow-up emails and different storage emails here and we have active instructs so using is truly simple you can begin totally free by simply adding the combination and now you know how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As a freelance journalist, I have actually dealt with numerous customers, managed numerous jobs at the same time, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for a service, I explored various platforms but discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent reporters who greatly count on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails easily, providing you a clear overview of your communications with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to keep track of the development and manage of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to task conclusion.
You can categorize contacts, create custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with collaboration by permitting you to share pipelines and interact with team members within the platform.
You can appoint jobs, share crucial emails, and work together in real-time, enhancing productivity and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial designer documents, making it simple to incorporate with other tools and construct customized solutions.
This flexibility allows freelance reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to deployment.
You can produce custom-made stages for various development phases, appoint tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring process and customer relationships is paramount to your success. deals a budget friendly and intuitive solution that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.