As an experienced freelance reporter, I understand the challenges of handling tasks, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to use Streak Crm Api V3 for your customer relations collaboration communication and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total novice it will assist you customize an ideal process for your group and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s entirely complimentary so as soon as you get to the website 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 added 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 merely sign in make certain 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 merely scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this brand-new alternative 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 brand-new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with 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 alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating 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 email from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will offer your stage a name let’s state that you actually wanted to produce another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose various colors for each of the stages but I believe all of these are actually currently created so this is in fact quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that we have working out with negotiating I can opt for 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 on this plus here and we have free kind a date check box fall General email email tracking job calls and meetings so I do not 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 in fact missing and I’ll actually rearrange and put the notes here all right email thread count close date alright company’s size deal size and Company 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 produced by date produced followers and more so I actually want to opt for the produced.
by or perhaps the followers due to the fact that I wish to track my employee that are actually 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 lot of choices offered within streak is really among the easiest and one of the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t want to opt for these sales if I made with tasks then I can choose the task phases right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise offer it various different colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others real estate support and customized So within our assistance you can see we have incoming appointed working on dealt with and sound this is really pretty good and we likewise have custom where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click create now it will simply take a 2nd for a street to create 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 in fact click on this fall and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click go into so now you can see we have one lead developed 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 new I’m going to include another lead let’s call it brand-new 2 we can really open this up in a 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 also there’s one working out so I’ll just merely click brand-new now as soon as you create a lead we can really 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 developed and we have all of these different columns we have the fields that we produced remember and after that we have invite colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can switch to the emails and it will show you the emails that you got in files we can even submit files and then we have the comments at the top here once 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 when you’re made 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 information 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 select various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal choice we have these three dots where we can discover these stages Combinations and automation this is one of the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and create our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail really easily from here and it will also reveal me the e-mails 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 combine e-mail and with combine e-mail what happens is I can really create a follow-up e-mails and different storage e-mails here and we have active instructs so using is truly simple you can get going totally free by just adding the combination and now you know how to utilize as a complete 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 profession and how it connects to. As a self-employed journalist, I have actually worked with many customers, handled multiple projects all at once, and preserved an extensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for a solution, I explored different platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who heavily rely on e-mail communication. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to manage and monitor the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from lead generation to project conclusion.
You can classify contacts, develop custom phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can designate jobs, share crucial emails, and work together in real-time, improving efficiency and guaranteeing everybody stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring tasks.
You can produce templates for common email responses, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial designer paperwork, making it simple to incorporate with other tools and develop custom services.
This flexibility allows self-employed journalists with coding skills to extend the performance of and customize it to their particular requirements.
Project Management for Software Development:.
‘s pipeline function can be adapted to manage software development jobs, from ideation to deployment.
You can produce custom phases for different development phases, appoint tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adapt 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 businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features need a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. deals a instinctive and budget-friendly service that flawlessly incorporates with Gmail, enabling you to improve your operations and concentrate 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 journalists.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.