As a seasoned freelance journalist, I understand the obstacles of handling tasks, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Streak Crm For Gmail Chrome for your client relations cooperation communication and much more so let’s enter it to start with you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total beginner it will assist you customize an ideal process for your group and you will be able to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s totally complimentary so as soon as you get to the website you’ll get this option 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 on contribute to Chrome click ADD extension and your extension will be added okay it’s done and now it is contributing 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 simply check in ensure to sign.
into the exact same Gmail that you have included 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 permit after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this new option 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 resembles our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will offer your stage a name let’s state that you really wanted to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose various colors for each of the stages however I think all of these are really already developed so this is in fact pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of 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 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 on this plus here and we have free kind a date check box drop down General e-mail email tracking task calls and meetings 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 go with this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here all right email thread count close date all right company’s size deal size and Business size fine let’s eliminate the business size and I’m gon na in fact find something else within the general where we have actually created by date created followers and more so I really wish to choose the produced.
by or possibly the fans because I wish to keep an eye on my team members that are in fact following this so I will you know 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 choices available within streak is in fact among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my job again if I didn’t want to opt for these sales if I did with projects then I can go with the project phases right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it different different colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your stages job search financier fundraising others realty support and custom-made So within our assistance you can see we have actually inbound assigned dealing with resolved and noise this is in fact respectable and we likewise have custom-made where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will simply take a second for a street to produce a pipeline for me so you can see this really 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 proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here add a box so click on 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 enter so now you can see we have one lead developed 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 new I’m going to include another lead let’s call it brand-new two 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 in this manner now you can see we have two leads then let’s state there was a contacted also there’s one negotiating so I’ll just merely click new now as soon as you produce a lead we can really click here and it will now open the different fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have welcome colleagues so from here I can invite the staff member we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit 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.
attachments so this is how you produce a lead within your as soon as you’re finished 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 information collected 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 deleting and sharing also uh one more thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can discover these phases Combinations and automation this is one of the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail really quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what takes place is I can actually create a follow-up e-mails and various storage emails here and we have active advises so using is really easy you can get going totally free by simply including the combination 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 provide some context about my profession and how it relates to. As a self-employed reporter, I have actually worked with numerous clients, handled numerous tasks at the same time, and kept a comprehensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a service, I explored different platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, offering you a clear overview of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to keep an eye on the progress and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to job completion.
You can classify contacts, develop customized stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share crucial emails, and work together in real-time, enhancing performance and making sure everybody stays on the same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and comprehensive designer documents, making it simple to integrate with other tools and construct custom solutions.
This versatility allows freelance journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to implementation.
You can produce custom phases for different advancement phases, designate jobs to team members, and track development effectively.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, reducing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Comparison 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 short comparison:.
Cost:.
uses a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Integration:.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail communication.
Conclusion:.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. offers a instinctive and affordable service that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, author, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.