As an experienced freelance reporter, I understand the obstacles of managing jobs, tracking leads, and supporting customer relationships. In this short article, I will dive into the benefits 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 utilize for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Search Api for your consumer relations collaboration communication and much more so let’s enter it first off you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete newbie it will help you personalize 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 available as an extension and it’s totally free so once you get to the website you’ll get this option here which is add 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 contribute to Chrome click on ADD extension and your extension will be added okay 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 simply check 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 simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this brand-new choice 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 brand-new control panel 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 create a new pipeline let’s actually do that you will click on new pipeline here and we have various choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead gotten in touch with 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 e-mail last e-mail from lead Source concern industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wanted to produce another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually select different colors for each of the stages however I believe all of these are actually already produced so this is actually pretty excellent what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we simply go with 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 after that we have negotiating 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 this plus here and we have free kind a date check box fall General e-mail email tracking job calls and conferences 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 go with this one here this is the field that was really missing and I’ll actually rearrange and put the notes here alright email thread count close date all right business’s size offer size and Company size okay let’s get rid of the business size and I’m gon na actually discover something else within the general where we have actually produced by date created fans and more so I really wish to opt for the developed.
by or possibly the fans due to the fact that I wish 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 a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is actually one of the simplest and one of the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the task phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also give it different various colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others realty assistance and customized So within our assistance you can see we have actually inbound appointed dealing with resolved and noise this is really respectable and we likewise have customized where I can actually start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can in fact click this fall and we have manage stage or relabel so as I proceed as I add 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 add a box so click on 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 on get in so now you can see we have actually one lead created let’s state 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 brand-new 2 we can actually 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 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now when you produce a lead we can in fact click on this link and it will now open the different fields that we included 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 invite teammates so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and then 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 develop a lead within your when you’re done with this you can actually click enter and it will be closed now it will show you something like this we have all of our data gathered 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 different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can find these phases Integrations and automation this is among the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise reveal 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 merge email and with merge email what happens is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so using is really easy you can get started free of charge by just including the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I have actually worked with various customers, managed numerous tasks all at once, and kept a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for an option, I explored different platforms but found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance journalists who greatly rely on email communication. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your emails easily, providing you a clear overview of your interactions with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to keep track of the progress and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from list building to project completion.
You can classify contacts, create custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, enhancing efficiency and guaranteeing everybody remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can produce design templates for common e-mail actions, schedule follow-ups, and set up reminders, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to incorporate with other tools and develop custom solutions.
This flexibility allows self-employed journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to release.
You can develop customized phases for various advancement stages, appoint jobs to employee, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, reducing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget-friendly solution, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
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 different third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail communication.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. offers a budget friendly and instinctive option that seamlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.