As an experienced freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and supporting customer relationships. In this short article, I will delve 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 men welcome back in this video I will be revealing you how to use Streak Email Tracking & Sales Crm For Gmail for your customer relations cooperation interaction and far more so let’s enter into it to start with you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete newbie it will help you tailor an ideal process for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s completely free so when you get to the website you’ll get this alternative 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 all right 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 sign in make certain to sign.
into the same Gmail that you have actually included the uh you know 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 look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different alternatives first of all 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 gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting fine 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 e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will provide your phase a name let’s state that you actually wanted to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact select various colors for each of the stages however I think all of these are in fact currently produced so this is really quite 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 same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have totally free type a date check box fall General e-mail e-mail tracking task calls and meetings so I don’t 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 opt for this one here this is the field that was actually missing and I’ll really rearrange and put the notes here okay email thread count close date all right company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually created by date produced followers and more so I really wish to choose the created.
by or perhaps the fans because I want to keep track of my staff member 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 choices readily available within streak is in fact among the easiest and one of the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t wish to choose these sales if I made with tasks then I can opt for the task phases right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it various various colors we likewise have company 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 property support and custom-made So within our support you can see we have incoming designated working on solved and sound this is really pretty good and we likewise have custom-made 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 opt for the sales here and click create personal 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 create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can actually click this drop down and we have handle phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click 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 say that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add 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 this way now you can see we have 2 leads then let’s state there was a called also there’s one negotiating so I’ll just simply click on new now once you develop a lead we can really click here and it will now open up the different fields that we added so this is a brand-new Elite that I developed 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 welcome the staff member we have include columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks at the top here once again we have the call log we have our meeting 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 in fact click on go into 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 two leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these phases Combinations 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 data for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and create our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what takes place is I can actually produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually simple you can start totally free by simply including the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a freelance reporter, I’ve dealt with various clients, managed several jobs all at once, and kept an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a solution, I checked out various platforms but found them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it simple to monitor the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to project conclusion.
You can classify contacts, develop customized phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share important emails, and team up in real-time, boosting performance and making sure everyone stays on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can create templates for typical e-mail responses, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and build custom-made solutions.
This flexibility permits self-employed reporters with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to deployment.
You can produce customized stages for different development phases, assign jobs to employee, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, lessening the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email communication.
As a self-employed journalist, managing your hiring procedure and client relationships is paramount to your success. deals a budget friendly and instinctive solution that perfectly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or material developer, 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 endeavors.