As a seasoned freelance journalist, I understand the difficulties of handling jobs. Streak Crm To Gmail …tracking leads, and supporting customer relationships. For many years, I’ve experimented with different tools to improve my workflow and improve efficiency. One tool that has actually really reinvented my hiring process. In this post, I will delve into the benefits of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to use Streak Crm To Gmail for your customer relations partnership interaction and much more so let’s enter into it first off 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 Center and we can actually turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete novice it will assist you customize a best procedure for your group and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s totally totally free so once you get to the website you’ll get this choice here which is contribute 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 fine 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 ensure to sign.
into the exact 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 including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails and updated reply and then we have this brand-new choice 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 have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have different options to start with 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 called pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will provide your phase a name let’s state that you in fact wished to create another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually pick different colors for each of the stages but I think all of these are really already produced so this is in fact pretty outstanding 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 kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and then we have negotiating 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 various fields that you desire so you will click on this plus here and we have free kind a date check box fall General e-mail email tracking task calls and meetings 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 go with this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here all right email thread count close date fine business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually created by date created followers and more so I really wish to go for the created.
by or maybe the fans because I wish to monitor my staff member that are actually 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 great deal of alternatives offered within streak is really among the easiest and one of the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my project again if I didn’t wish to opt for these sales if I did with projects then I can choose the job phases right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise give it different different colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others property support and customized So within our support you can see we have actually inbound appointed dealing with solved and sound this is in fact respectable and we likewise have customized where I can actually start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on create 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 in fact click on this fall and we have handle 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 include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have one lead produced let’s say 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 add another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too but 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 gotten in touch with also there’s one working out so I’ll just simply click brand-new now when you create a lead we can really click here and it will now open the different 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 produced keep in mind and after that we have invite colleagues so from here I can invite the employee we have include columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even submit files and after that 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 create a lead within your once you’re made 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 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 carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily 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 change to our basic Gmail really easily from here and it will also show me the emails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine e-mail and with combine email what takes place is I can in fact create a follow-up emails and different storage emails here and we have active instructs so using is truly simple you can get started totally free by simply adding the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I’ve dealt with various customers, managed numerous jobs concurrently, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for an option, I explored numerous platforms but discovered them to be either too complex or too expensive 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 seamlessly incorporates with Gmail, making it ideal for independent journalists who heavily count on e-mail communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, offering you a clear overview of your communications with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from lead generation to project completion.
You can categorize contacts, create customized stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with team members within the platform.
You can appoint tasks, share important e-mails, and work together in real-time, improving productivity and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring jobs.
You can develop design templates for common email actions, schedule follow-ups, and established pointers, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to incorporate with other tools and build custom-made services.
This versatility enables independent journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to handle software development jobs, from ideation to release.
You can produce custom-made phases for different advancement phases, assign jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more affordable option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring procedure and customer relationships is critical to your success. deals a instinctive and cost effective service that seamlessly incorporates with Gmail, allowing you to enhance 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 an ideal choice for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.