As an experienced freelance journalist, I understand the difficulties of handling jobs. Streak For Gmail Extension Crm …tracking leads, and nurturing client relationships. Over the years, I’ve experimented with various tools to streamline my workflow and improve effectiveness. One tool that has actually genuinely changed my hiring procedure. In this post, I will delve into the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to use Streak For Gmail Extension Crm for your client relations partnership communication and far more so let’s enter into it first of all you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total newbie it will help you personalize a best process for your team and you will have the ability to get your work done now let’s actually enter into the process now is offered as an extension and it’s completely totally free so once you get to the site you’ll get this alternative 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 on add to Chrome click on ADD extension and your extension will be included 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 merely sign in ensure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and then 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 resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually do that you will click on new pipeline here and we have various options to start with we have the stages so this is where you will choose these phases 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 nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source concern industry offer size business size close rate email 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 say that you really wished to create another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really choose various colors for each of the stages but I believe all of these are actually already developed so this is really pretty excellent what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demonstration here and then 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 on this plus here and we have totally free kind a date check box fall General email e-mail tracking job 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 choose this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here all right email thread count close date all right company’s size offer size and Company size alright let’s get rid of the company size and I’m gon na really find something else within the basic where we have developed by date produced fans and more so I really wish to go for the developed.
by or perhaps the followers due to the fact that I wish to keep track of 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 options offered within streak is actually one of the simplest and among the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my task again if I didn’t want to go for these sales if I finished with projects then I can opt for the task stages right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise give it different various colors we also have company Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search investor fundraising others property support and custom-made So within our support you can see we have incoming designated dealing with solved and sound this is actually pretty good and we likewise have custom where I can really start something from the scratch completely according to my business for me we simply have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on produce now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click this fall and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include 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 new and click on go into so now you can see we have actually one lead developed let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just simply click brand-new now once you create a lead we can really click on this link and it will now open up the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re done with this you can in fact click get in and it will be closed now it will reveal 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another 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 among the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create 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 simple Gmail really easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine email and with combine email what happens is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so using is truly simple you can get started for free by simply adding the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it associates with. As an independent reporter, I’ve dealt with many customers, managed several projects concurrently, and preserved an extensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my mission for a solution, I checked out different platforms however discovered them to be either too complex or too costly 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 customer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who heavily depend on email interaction. Here are some key advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails easily, offering you a clear introduction of your communications with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to keep track of the progress and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from list building to job completion.
You can categorize contacts, create custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial emails, and team up in real-time, improving efficiency and making sure everyone stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create design templates for typical email reactions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it easy to incorporate with other tools and construct custom options.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to deployment.
You can produce custom-made stages for various advancement phases, designate tasks to team members, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more inexpensive solution, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
provides a more detailed suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail communication.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. offers a intuitive and affordable service that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.