As a seasoned freelance reporter, I comprehend the obstacles of managing tasks, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be revealing you how to use How To Link Email To Streak Crm for your customer relations collaboration communication and a lot more so let’s enter into it first of all you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total newbie it will assist you customize a perfect procedure for your group and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s completely complimentary so once you get to the website you’ll get this choice here which is add 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 all right 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 check in ensure to sign.
into the very same Gmail that you have actually added the uh you know 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 adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and updated reply and after that 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 is like our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called 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 email from lead Source top priority industry deal size company 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 on top and you will give your stage a name let’s state that you in fact wished to develop another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually choose different colors for each of the stages but I think all of these are actually already developed so this is in fact pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo here and after that we have negotiating with negotiating I can go with 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 complimentary kind 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 choose this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here alright email thread count close date alright company’s size deal size and Company size okay let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually created by date developed fans and more so I actually want to go for the developed.
by or possibly the fans because I wish to track my staff member 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 wanted for my pipeline now you can see there are a great deal of choices available within streak is actually among the easiest and among the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my job once again if I didn’t want to choose these sales if I did with tasks then I can go with the project phases right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also give it various various colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others property support and custom So within our support you can see we have actually inbound designated working on solved and sound this is really respectable and we also have customized where I can really start something from the scratch absolutely according to my service for me we simply 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 on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click this drop down and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able 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 just call it brand-new and click on get in so now you can see we have one lead developed let’s state that there is in fact closed one so I’m going to add 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 actually 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 two leads then let’s state there was a called too there’s one working out so I’ll just simply click brand-new now as soon as you produce a lead we can in fact click on this link and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and after that we have invite teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload files and after that 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.
accessories so this is how you create a lead within your once you’re finished with this you can actually click on go into 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 2 leads one contacted 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 another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what occurs is I can really develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly simple you can start free of charge by simply including the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As an independent reporter, I’ve dealt with numerous customers, managed several jobs at the same time, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out different platforms however found them to be either too complex 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 incorporates with Gmail, making it ideal for independent reporters who greatly depend on email interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails effortlessly, offering you a clear summary of your communications with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to manage and monitor the progress of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales procedure from lead generation to task completion.
You can categorize contacts, develop custom phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential e-mails, and team up in real-time, enhancing performance and ensuring everyone stays on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can create design templates for common email reactions, schedule follow-ups, and set up suggestions, 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 advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and develop customized options.
This flexibility permits independent reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application advancement projects, from ideation to implementation.
You can create custom phases for different development stages, assign jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use functions, reducing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As an independent reporter, managing your hiring process and customer relationships is critical to your success. offers a user-friendly and affordable service that seamlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.