As a skilled freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to utilize Streak Crm Objects Api for your client relations collaboration interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete novice it will help you personalize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s totally complimentary so when you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click on ADD extension and your extension will be included fine 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 just check in make sure to sign.
into the exact same Gmail that you have actually 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 permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this 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 combines so you can see this resembles our new dashboard for here I’ll be able to develop 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 produce a new pipeline let’s actually do that you will click new pipeline here and we have different choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus on top and you will offer your stage a name let’s state that you really wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually choose various colors for each of the stages however I think all of these are actually already developed so this is in fact quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration here and after that 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 various fields that you desire so you will click this plus here and we have complimentary kind a date check box fall General e-mail e-mail tracking task calls and meetings 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 really rearrange and put the notes here fine email thread count close date all right business’s size offer size and Business size all right let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date produced followers and more so I in fact want to choose the created.
by or perhaps the fans due to the fact that I want to keep an eye on my team members that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of alternatives readily available within streak is actually among the simplest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have jobs 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 procedure is going to be similar you will select these stages from here on this plus button here and you can likewise offer it different different colors we likewise have service 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 custom So within our assistance you can see we have actually incoming appointed dealing with solved and noise this is really respectable and we also have customized where I can really start something from the scratch totally according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on create now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this fall and we have manage phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have 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 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 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just merely click on new now when you develop a lead we can actually click here and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and after that we have invite teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can really click enter and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the combine email and with combine e-mail what occurs is I can actually develop a follow-up emails and various storage emails here and we have active instructs so utilizing is really easy you can start free of charge by simply including the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As an independent reporter, I have actually dealt with various clients, managed several jobs all at once, and kept an extensive network of contacts. Juggling these responsibilities 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 however discovered them to be either too complicated or too pricey 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 perfectly integrates with Gmail, making it ideal for freelance reporters who heavily rely on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it simple to handle and keep track of the progress of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from lead generation to task conclusion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer documentation, making it simple to integrate with other tools and develop custom options.
This flexibility enables freelance reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to implementation.
You can develop custom-made phases for different advancement stages, designate tasks to employee, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, minimizing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Features and Intricacy:.
supplies a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email communication.
As an independent reporter, handling your hiring process and customer relationships is critical to your success. deals a inexpensive and instinctive solution that seamlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.