As a seasoned freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting client relationships. In this short article, I will dig into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to utilize Streak Crm For Gmail Mozilla for your customer relations collaboration communication and a lot more so let’s get into it first of all you need to go to streak.com and you will land on 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 really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete beginner it will help you tailor a best process for your group and you will be able to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s entirely complimentary so when you get to the website you’ll get this choice here which is add 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 included okay 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 merely sign in make certain to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and updated 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 merges 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 really do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead contacted pitched demonstration working out 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 e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click on this Plus on top and you will offer your phase a name let’s state that you really wished to develop another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I think all of these are in fact already created so this is in fact pretty remarkable what I will do is I will in fact get rid of 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 actually demo two what I’ll do is really let’s get rid of the demo here and after that we have negotiating with negotiating I can choose 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 various fields that you desire so you will click this plus here and we have totally free type a date check box fall General email e-mail tracking task calls and conferences 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 really missing out on and I’ll in fact reorganize and put the notes here okay email thread count close date fine company’s size offer size and Business size okay let’s eliminate the business size and I’m gon na really discover something else within the basic where we have developed by date produced fans and more so I in fact want to opt for the produced.
by or possibly the followers due to the fact that I want to monitor my employee that are actually following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is really among the simplest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t want to choose these sales if I made with projects then I can choose the project phases right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also offer it various various 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 stages job search investor fundraising others realty support and custom So within our support you can see we have incoming assigned working on fixed and noise this is actually respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my organization for me we merely 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 go with the shared one here and click create 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 be able to include my Lead Series so you can really click this drop down and we have manage stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on 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 simply call it brand-new and click on enter so now you can see we have actually one lead created let’s say that there is in fact 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 brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just simply click on new now as soon as you develop a lead we can in fact click on this link and it will now open up the various fields that we included 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 keep in mind and after that we have invite teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the emails 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 conference notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can actually click enter and it will be closed now it will reveal 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 select various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have private option we have these three dots where we can discover these phases Integrations and automation this is one of the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and produce our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the merge e-mail and with combine email what happens is I can really develop a follow-up e-mails and various storage e-mails here and we have active instructs so using is really simple you can get going for free by simply adding the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a freelance reporter, I have actually worked with many clients, handled numerous tasks concurrently, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a solution, I explored different platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed journalists who heavily rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to keep track of the development and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from list building to job completion.
You can categorize contacts, create custom-made stages, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important emails, and team up in real-time, improving performance and ensuring everybody stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can create design templates for typical e-mail responses, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and build customized services.
This flexibility permits self-employed reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement projects, from ideation to implementation.
You can produce custom phases for different advancement phases, appoint tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on e-mail interaction.
As a self-employed journalist, handling your hiring procedure and customer relationships is critical to your success. offers a instinctive and budget friendly option that perfectly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.