As a skilled freelance reporter, I understand the difficulties of managing tasks. Streak Crm For Yahoo Mail …tracking leads, and supporting customer relationships. For many years, I’ve explore various tools to simplify my workflow and improve efficiency. One tool that has really reinvented my hiring procedure. In this post, I will explore the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to use Streak Crm For Yahoo Mail for your consumer relations partnership interaction and a lot more so let’s get into it first off you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center 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 newbie it will help you personalize a best procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s totally totally free so once you get to the site 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 on contribute to Chrome click ADD extension and your extension will be added okay it’s done and now it is adding 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 just sign in make sure 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 access and we’re gon na merely scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and updated reply and then 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 new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source priority industry offer size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will offer your stage a name let’s say that you actually wished to produce another um you know stage here for instance let’s say 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 different colors for each of the stages however I believe all of these are really currently created so this is in fact pretty impressive what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact 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 desire so you will click on this plus here and we have complimentary kind a date check box drop down General email email tracking task calls and conferences 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 go with this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date all right business’s size offer size and Company size okay let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually created by date created followers and more so I really want to choose the developed.
by or perhaps the fans due to the fact that I wish to track my employee 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 lot of options offered within streak is in fact one of the easiest and one of the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my task again if I didn’t wish to go for these sales if I finished with projects then I can choose the task phases right here and 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 also offer it various various colors we likewise have business Dev here you can see then we have employing so if you do working with 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 actually inbound appointed dealing with dealt with and sound this is really pretty good and we also have custom-made where I can actually start something from the scratch totally according to my business for me we merely have the sales so I’m gon na opt for the sales here and click produce private 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 produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can really click this drop down and we have manage phase or relabel 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 add it click the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click go into so now you can see we have actually one lead produced 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 2 we can really open this up in a 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 2 leads then let’s state there was a called too there’s one negotiating so I’ll just merely click on new now once you create a lead we can actually click here and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your once you’re made with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 deleting and sharing too uh one more thing with srix on top you will be able to see we have private choice we have these three dots where we can find 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 notifications for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail very easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge email and with merge email what takes place is I can in fact develop a follow-up emails and different storage e-mails here and we have active instructs so using is truly easy you can get started totally free by simply adding the combination and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a freelance journalist, I’ve dealt with many clients, handled multiple jobs concurrently, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement 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 expensive or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it easy to handle and monitor the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from list building to task completion.
You can categorize contacts, create custom-made stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates partnership by permitting you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important emails, and work together in real-time, improving productivity and guaranteeing everybody stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce templates for common e-mail responses, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it simple to incorporate with other tools and develop custom solutions.
This versatility permits independent journalists with coding skills to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to deployment.
You can produce custom-made stages for various advancement stages, appoint tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more inexpensive service, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email communication.
As a freelance journalist, managing your hiring process and client relationships is paramount to your success. offers a cost effective and instinctive solution that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.