As a seasoned freelance reporter, I comprehend the obstacles of handling projects. Streak Gmail Crm …tracking leads, and nurturing client relationships. Throughout the years, I have actually explore numerous tools to enhance my workflow and enhance effectiveness. One tool that has genuinely reinvented my hiring process. In this article, I will explore the advantages of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Streak Gmail Crm for your customer relations partnership interaction and far more so let’s get into it firstly you need to go to streak.com and you will arrive on 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 Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total novice it will assist you customize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s entirely complimentary so when you get to the website you’ll get this option here which is contribute 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 ADD extension and your extension will be added 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 just check in make sure to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and upgraded 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 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 again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will provide your phase a name let’s state that you really wanted to develop another um you know phase here for example 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 in fact choose different colors for each of the stages but I think all of these are in fact already produced so this is in fact pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demo here and then we have working out 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 this plus here and we have free kind a date check box fall General e-mail e-mail tracking task 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 actually missing and I’ll really rearrange and put the notes here alright e-mail thread count close date alright company’s size deal size and Company size fine let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually developed by date created followers and more so I in fact want to choose the created.
by or perhaps the fans because I want 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 desired for my pipeline now you can see there are a lot of alternatives offered within streak is really among the simplest and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my task once again if I didn’t want to go for these sales if I made with projects then I can opt for the task stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise give it various different colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others real estate support and custom-made So within our assistance you can see we have incoming appointed dealing with solved and noise this is in fact respectable and we also have custom-made where I can actually start something from the scratch totally according to my service for me we merely have the sales so I’m gon na go with the sales here and click on produce private 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 on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click get in so now you can see we have one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a contacted too there’s one working out so I’ll just merely click on brand-new now once you develop a lead we can really click on this link and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have invite teammates so from here I can invite the employee we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and then 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.
attachments so this is how you develop a lead within your when you’re done with this you can really click on get in 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 two leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can discover these stages Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail really easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what occurs is I can actually create a follow-up emails and different storage emails here and we have active instructs so using is actually easy you can get going free of charge by simply adding the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I’ve worked with many clients, handled several projects simultaneously, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my mission for an option, I explored various platforms however discovered them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails easily, giving you a clear summary of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to handle and keep track of the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from list building to project conclusion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, enhancing performance and making sure everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can produce templates for typical e-mail responses, schedule follow-ups, and set up tips, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and build custom-made options.
This flexibility enables freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application advancement tasks, from ideation to implementation.
You can produce customized stages for various advancement stages, assign jobs to employee, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use functions, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget friendly option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and client relationships is critical to your success. offers a cost effective and instinctive service that seamlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.