As an experienced freelance journalist, I understand the obstacles of handling jobs. Streak Crm For Gmail Login …tracking leads, and nurturing client relationships. For many years, I have actually explore various tools to enhance my workflow and enhance efficiency. One tool that has actually really revolutionized my hiring process. In this article, I will explore the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to use Streak Crm For Gmail Login for your customer relations collaboration interaction and much more so let’s get into it first off you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total novice it will help you customize a perfect procedure for your team and you will have the ability to get your work done now let’s really get into the procedure 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 on contribute to Chrome click on ADD extension and your extension will be included okay 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 ensure to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and then we have this 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 is like our new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will select 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 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 want 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 wanted to produce another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select different colors for each of the stages but I think all of these are in fact currently developed so this is in fact pretty outstanding what I will do is I will in fact 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 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 demo here and then we have working out with negotiating I can choose 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 totally free form a date check box fall General e-mail email tracking job calls and conferences 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 opt for this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na actually discover something else within the general where we have produced by date produced followers and more so I in fact want to go for the produced.
by or perhaps the fans because I wish to track 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 among the most convenient and one of the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t want to go for these sales if I made with jobs then I can opt for the project stages right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also give it different different colors we likewise have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others real estate support and custom-made So within our support you can see we have actually incoming designated dealing with resolved and sound this is really respectable and we also have customized where I can really start something from the scratch totally according to my service for me we simply have the sales so I’m gon na go with the sales here and click on produce 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 produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on go into so now you can see we have one lead created let’s say that there is in fact 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 new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click new now when you develop 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 new Elite that I created 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 include columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish 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.
attachments so this is how you produce a lead within your as soon as you’re done with this you can actually click on enter and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing too 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 stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts 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 develop our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge email and with combine e-mail what takes place is I can really develop a follow-up emails and different storage emails here and we have active advises so using is actually simple you can get started totally free by just including the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance reporter, I have actually dealt with many customers, handled multiple jobs at the same time, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my quest for a solution, I checked out various platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for independent reporters who greatly count on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails easily, giving you a clear overview of your communications with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to monitor the progress and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from lead generation to task conclusion.
You can classify contacts, produce custom phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial emails, and work together in real-time, enhancing efficiency and ensuring everyone stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce templates for common e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive designer paperwork, making it simple to integrate with other tools and construct custom services.
This versatility enables independent journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software application advancement jobs, from ideation to deployment.
You can develop custom-made phases for different advancement phases, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, decreasing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent journalist, handling your hiring procedure and client relationships is vital to your success. offers a instinctive and cost effective option that effortlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.