As an experienced freelance reporter, I understand the difficulties of managing projects, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to use How Do I Add Streak Crm To Gmail for your customer relations collaboration interaction and far more so let’s enter it to start with you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete novice it will help you personalize a best process for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely free 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 on add to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 sign in make certain to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after adding this is what your Gmail will look 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 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 is like our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have different options first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you really wished to develop another um you understand phase here for instance 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 different colors for each of the stages but I think all of these are in fact already developed 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 think pitched and demonstration are type of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have totally free kind a date check box drop down General e-mail e-mail tracking task 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 really missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size okay let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually created by date created fans and more so I really want to go for the produced.
by or possibly the followers since I want to monitor 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 desired for my pipeline now you can see there are a great deal of options offered within streak is actually one of the most convenient and one of the most uh you understand versatile out there it’s very easy to use with templates we have tasks too within my task again if I didn’t want to go for these sales if I made with jobs then I can go with the project phases right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise give it different different colors we also have service Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search investor fundraising others real estate support and custom So within our support you can see we have actually inbound assigned working on resolved and noise this is in fact pretty good and we also have custom where I can actually start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will just take a 2nd 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 include my Lead Series so you can really click on this drop down and we have manage stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add 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 brand-new and click 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 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 however 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 gotten in touch with as well there’s one negotiating so I’ll just simply click on brand-new now when you develop a lead we can actually click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can change to the e-mails 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 produce a lead within your when you’re done with this you can really click 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 two leads one called 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 deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge email and with merge email what occurs is I can actually develop a follow-up e-mails and various storage e-mails here and we have active advises so using is truly simple you can get started totally free by simply adding the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I have actually worked with many customers, handled numerous jobs simultaneously, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my mission for an option, I checked out various platforms however discovered them to be either too expensive or too complicated 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 flawlessly integrates with Gmail, making it ideal for freelance reporters who greatly rely on e-mail 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, providing you a clear overview of your communications with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to keep track of the progress and manage of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from lead generation to task conclusion.
You can classify contacts, create customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
helps with collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, improving performance and guaranteeing everyone stays on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to integrate with other tools and develop custom solutions.
This versatility permits freelance journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development projects, from ideation to deployment.
You can develop custom phases for various advancement phases, appoint tasks to team members, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly functions, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more economical option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and client relationships is paramount to your success. offers a budget-friendly and instinctive service that effortlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the innovative features 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, editor, or writer 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 effect of Streak CRM in your freelance journalism ventures.