As an experienced freelance journalist, I understand the obstacles of managing tasks. Gmail Crm Extension Streak …tracking leads, and supporting client relationships. Throughout the years, I have actually try out various tools to simplify my workflow and enhance efficiency. One tool that has actually really reinvented my hiring process. In this post, I will look into the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Gmail Crm Extension Streak for your consumer relations cooperation interaction and a lot more so let’s enter into it firstly you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total newbie it will help you personalize an ideal process for your team and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s entirely free so when you get to the site you’ll get this option 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 okay it’s done and now it is adding 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 just sign in make sure to sign.
into the 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 including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and after that we have this new option 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 brand-new control panel for here I’ll have the ability 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 brand-new pipeline let’s actually do that you will click on new pipeline here and we have different choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will provide your phase a name let’s say that you actually wanted to create another um you understand 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 actually pick various colors for each of the stages however I think all of these are actually already created so this is in fact pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we just choose 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 stages 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 totally free type a date check box drop down General email email tracking task calls and meetings so I do not see anything for the course and conferences 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 actually missing and I’ll actually rearrange and put the notes here fine email thread count close date alright company’s size offer size and Company size okay let’s get rid of the business size and I’m gon na really find something else within the general where we have created by date developed fans and more so I actually wish to choose the developed.
by or maybe the followers because I wish to track my team members that are really following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options available within streak is in fact among the most convenient and among the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my job once again if I didn’t wish to choose these sales if I made with jobs then I can choose the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it various different colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others real estate assistance and customized So within our support you can see we have actually incoming assigned dealing with solved and sound this is in fact respectable and we also have customized where I can really start something from the scratch totally according to my organization for me we just have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will simply 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 add my Lead Series so you can in fact click on this drop down and we have manage 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 be able to add it click 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 new and click get in so now you can see we have actually one lead created let’s state 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 really open this up in a new tab from here too however 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 called as well there’s one negotiating so I’ll just simply click on brand-new now once you create a lead we can really click here and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can welcome the staff member we have add columns we have emails files and comments 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 again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re done with this you can actually click on enter and it will be closed now it will show you something like this we have all of our data collected 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have personal option we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine email and with merge email what happens is I can really develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually easy you can begin free of charge by just including the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I’ve dealt with many clients, managed several tasks at the same time, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for an option, I checked out different platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance journalists who heavily rely on email communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, giving you a clear overview of your communications with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from lead generation to task conclusion.
You can classify contacts, create customized stages, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share essential emails, and work together in real-time, boosting efficiency and making sure everyone stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring tasks.
You can produce templates for typical email responses, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and build custom-made services.
This versatility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to implementation.
You can create customized stages for various development stages, appoint tasks to team members, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly features, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable service, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
provides a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring procedure and customer relationships is vital to your success. deals a cost effective and instinctive solution that flawlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.