As a seasoned freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into 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 beginners hey people invite back in this video I will be revealing you how to use Streak Crm Email Integration Outlook for your client relations cooperation interaction and far more so let’s enter into it first off you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total novice it will help you customize a best process for your group and you will be able to get your work done now let’s in fact get into the process now is available as an extension and it’s totally totally free so once you get to the site 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 add to Chrome click ADD extension and your extension will be included alright it’s done and now it is contributing 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 just check in make sure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and updated 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 merges so you can see this resembles our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact 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 phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will provide your phase a name let’s state that you in fact wished to create another um you understand phase 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 really select various colors for each of the stages but I believe all of these are in fact already created so this is really quite excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and then 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 want so you will click this plus here and we have free type a date check box fall General email e-mail tracking job calls and conferences 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 out on and I’ll in fact rearrange and put the notes here okay email thread count close date fine company’s size offer size and Business size fine let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have created by date created followers and more so I really wish to opt for the created.
by or possibly the followers since I want to keep an eye on my employee that are really 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 alternatives readily available within streak is actually one of the most convenient and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t want to opt for these sales if I made with tasks then I can choose the project stages right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can also offer it different various colors we likewise have business Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others realty support and custom So within our support you can see we have inbound appointed working on resolved and sound this is in fact respectable and we likewise have customized where I can actually 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 produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can in fact click on this drop down and we have handle phase or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have one lead developed let’s state that there is actually 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 include another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too however 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 also there’s one working out so I’ll just simply click new now as soon as you produce a lead we can in fact click here and it will now open the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced remember and then we have invite teammates so from here I can invite the employee we have include columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the comments at the top here 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 as soon as you’re made with this you can really click on go into and it will be closed now it will show 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 carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail very quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can really create a follow-up e-mails and different storage emails here and we have active advises so utilizing is truly easy you can begin totally free by simply adding the integration and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a self-employed reporter, I have actually dealt with various customers, handled several tasks concurrently, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my quest for a service, I checked out different platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance journalists who heavily count on email communication. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, giving you a clear overview of your communications with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to handle and keep track of the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from lead generation to job completion.
You can classify contacts, create custom stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share crucial emails, and collaborate in real-time, boosting efficiency and ensuring everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create design templates for typical email actions, schedule follow-ups, and established pointers, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to incorporate with other tools and develop custom options.
This versatility allows self-employed reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to implementation.
You can produce custom phases for different development phases, designate jobs to employee, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable option, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
provides a more thorough suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email communication.
As a self-employed reporter, handling your hiring process and client relationships is paramount to your success. offers a intuitive and inexpensive solution that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession 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.