As a skilled freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to utilize Streak Crm Rest Api for your client relations cooperation communication and far more so let’s get into it to start with you need to go to streak.com and you will arrive on this website right here now is a type 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 remarkable and I’ll reveal you how to do that as a total newbie it will assist you customize an ideal procedure for your team and you will be able to get your work done now let’s actually get into the process now is readily available as an extension and it’s completely free so when you get to the site you’ll get this alternative 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 included fine 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 just sign in make sure to sign.
into the same Gmail that you have included 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 including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then 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 produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will give your phase a name let’s say that you really wished to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose various colors for each of the stages however I think all of these are really already produced so this is actually quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and after that we have working out 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 different fields that you desire so you will click on this plus here and we have free form a date check box drop down General email e-mail tracking job 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 in fact missing out on and I’ll in fact reorganize and put the notes here okay email thread count close date fine business’s size offer size and Company size all right let’s get rid of the business size and I’m gon na in fact find something else within the general where we have produced by date developed fans and more so I actually wish to go for the developed.
by or maybe the followers because I want to keep track of my staff member that are actually following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of options available within streak is actually one of the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my project once again if I didn’t want to opt for these sales if I did with projects then I can choose the job phases right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it different different colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search financier fundraising others real estate assistance and customized So within our support you can see we have incoming assigned dealing with solved and noise this is really pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can actually click this fall and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click get in 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 brand-new I’m going to add another lead let’s call it new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click brand-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 developed and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can invite the team members we have include 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 upload files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re made with this you can in fact click on enter 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 called 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 deleting and sharing too 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 find these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create 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 very quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can really develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is actually simple you can start free of charge by simply adding 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 details of Streak, let me provide some context about my profession and how it relates to. As a freelance reporter, I’ve dealt with various clients, handled numerous projects all at once, and maintained an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out different platforms but found them to be either too expensive 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 seamlessly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, offering you a clear overview of your communications with clients, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from list building to task conclusion.
You can categorize contacts, produce custom-made phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial emails, and work together in real-time, improving productivity and ensuring everyone remains on the exact same page.
Customizable Workflows:.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create design templates for common email actions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial designer paperwork, making it easy to integrate with other tools and construct custom options.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to implementation.
You can develop customized phases for various advancement stages, designate tasks to employee, and track development effectively.
Advantages and disadvantages of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, lessening the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Cost:.
provides a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email communication.
Conclusion:.
As a self-employed journalist, managing your hiring process and customer relationships is vital to your success. deals a budget friendly and user-friendly solution that flawlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, 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 handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.