As a seasoned freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Free Api Integrations for your consumer relations collaboration interaction and a lot more so let’s enter into it to start with you require to go to streak.com and you will arrive at this site right here now is a type 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 truly remarkable and I’ll reveal you how to do that as a total novice it will assist you tailor an ideal procedure for your group and you will be able to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s totally totally free so when you get to the site you’ll get this choice 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 added alright it’s done and now it is adding 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 merely check in ensure to sign.
into the exact 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 merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and updated 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 combines so you can see this resembles our new dashboard 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 hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have different options first off we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on 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 state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose different colors for each of the stages however I believe all of these are really already created so this is really pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demo 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 phases 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 complimentary kind a date check box drop down General email e-mail tracking job calls and meetings so I do not 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 out on and I’ll actually reorganize and put the notes here all right email thread count close date all right business’s size offer size and Business size alright let’s eliminate the business size and I’m gon na really find something else within the basic where we have developed by date created followers and more so I in fact want to choose the produced.
by or perhaps the followers due to the fact that I want to keep track of my team members that are actually following this so I will you understand 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 offered within streak is in fact one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my project once again if I didn’t want to choose these sales if I did with tasks then I can opt for the project phases right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also give it various different colors we also 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 job search financier fundraising others real estate support and customized So within our assistance you can see we have actually inbound assigned working on fixed and sound this is in fact respectable and we also have custom-made where I can in fact start something from the scratch totally according to my company for me we simply 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 choose the shared one here and click on create now it will just take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can really click on this drop down and we have handle stage or rename 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 include it click the top here include a box so click on 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 on get in so now you can see we have actually one lead developed let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click on new now once you produce a lead we can actually click here and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even upload 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.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can really click get in 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 2 leads one contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able 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 really integrate um other apps within yourr transfer information for notices for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail really easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can actually develop a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can get started for free by simply including the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it associates with. As a freelance reporter, I’ve dealt with numerous customers, managed multiple projects concurrently, and kept a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for an option, I explored various platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance journalists who greatly depend on email communication. Here are some key advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails easily, offering you a clear summary of your communications with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from lead generation to task conclusion.
You can categorize contacts, create customized phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important emails, and collaborate in real-time, enhancing efficiency and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can produce templates for common e-mail responses, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive designer documents, making it easy to integrate with other tools and construct custom-made services.
This flexibility permits freelance reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to deployment.
You can develop custom-made stages for various development phases, designate tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget friendly service, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
As an independent journalist, managing your hiring process and customer relationships is critical to your success. deals a intuitive and budget friendly solution that flawlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.