As a seasoned freelance journalist, I comprehend the obstacles 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 provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to use Streak Crm Email Integration Outlook Imap for your customer relations collaboration communication and much more so let’s get into it first off you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total novice it will help you personalize a best procedure for your team and you will be able to get your work done now let’s actually get into the process now is readily available as an extension and it’s totally free so once 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 add to Chrome click on ADD extension and your extension will be included okay it’s done and now it is adding 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 simply sign in make certain to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this brand-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 is like our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will give your stage a name let’s state that you in fact wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select different colors for each of the stages however I think all of these are really currently created so this is actually quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and after that we have working out 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 various fields that you want so you will click this plus here and we have totally free form a date check box drop down General email 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 in fact missing and I’ll actually rearrange and put the notes here all right email thread count close date fine business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na really find something else within the basic where we have produced by date created fans and more so I actually wish to choose the produced.
by or perhaps the fans due to the fact that I wish to track my team members that are in fact 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 one of the most uh you know flexible out there it’s really easy to use with templates we have projects too within my job once again if I didn’t wish to choose these sales if I did with projects then I can opt for the job stages right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also give it various different colors we likewise have business Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others real estate assistance and customized So within our assistance you can see we have inbound assigned working on solved and noise this is actually pretty good and we likewise have custom 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 opt for the sales here and click 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 on develop now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can in fact click this fall and we have manage stage or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click on get in so now you can see we have actually one lead created let’s state 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 new two we can really open this up in a 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 say there was a contacted too there’s one negotiating so I’ll just simply click on new now as soon as you create a lead we can really click on this link and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created remember and then we have invite teammates so from here I can invite the team members we have add columns we have emails files and comments you can change to the emails and it will reveal you the emails 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 conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can in fact click on 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 called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal alternative we have these three dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications 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 information they extremely quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple 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 created we will even have our combine emails now with our so this is the merge email and with combine email what takes place is I can in fact produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly simple you can begin free of charge by just including the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance reporter, I have actually worked with numerous clients, handled multiple jobs all at once, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to simplify my operations.
In my quest for a service, I checked out different platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance journalists who greatly count on e-mail communication. Here are some key benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails easily, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to handle and keep track of the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from lead generation to project conclusion.
You can categorize contacts, create customized stages, set reminders, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share crucial emails, and team up in real-time, enhancing efficiency and making sure everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create design templates for common email reactions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application development. Here’s how:.
offers a robust API and extensive developer documentation, making it easy to incorporate with other tools and build custom-made services.
This versatility permits freelance reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to release.
You can create customized phases for different advancement stages, designate jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use features, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more economical service, especially for freelancers and small businesses.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. offers a affordable and user-friendly option that flawlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or material developer, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.