As a skilled freelance journalist, I comprehend the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be revealing you how to utilize Streak Email Tracking And Sales Crm For Gmail for your consumer relations partnership interaction and much more so let’s enter it to start with you require to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete novice it will help you customize a perfect process for your team and you will be able to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s entirely free so once you get to the website you’ll get this option here which is contribute 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 ADD extension and your extension will be included fine 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 merely check in make sure 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 access and we’re gon na merely scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and updated reply and then we have this new alternative 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 brand-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 in fact do that you will click on new pipeline here and we have different options firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead contacted 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 concern industry deal size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus on top and you will offer your stage a name let’s state that you in fact wished to create another um you know phase here for instance let’s state 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 but I believe all of these are actually currently created 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 demonstration are type of like the exact same thing we simply choose 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 demo here and then we have working out 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 different fields that you want so you will click on this plus here and we have free kind a date check box fall General email email tracking job calls and meetings so I do not 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 really missing out on and I’ll actually rearrange and put the notes here fine email thread count close date okay company’s size deal size and Company size fine let’s eliminate the company size and I’m gon na really find something else within the general where we have produced by date created followers and more so I in fact want to go for the produced.
by or maybe the followers because I wish to track my team members that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives available within streak is actually among the simplest and one of the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my project again if I didn’t wish to choose these sales if I made with projects then I can opt for the task stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise give it different various colors we likewise have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others property support and customized So within our assistance you can see we have inbound designated dealing with dealt with and sound this is really respectable and we also have custom-made where I can in fact start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click produce now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click on this fall and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click get in so now you can see we have actually one lead developed let’s say that there is in fact 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 new two we can really open this up in a new tab from here too however 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 say there was a contacted too there’s one negotiating so I’ll just simply click new now when you produce a lead we can in fact click here and it will now open the different 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 produced remember and then we have invite colleagues so from here I can invite the staff member we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and after that we have the remarks at the top here 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 once you’re finished with this you can actually click on get in 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 2 leads one gotten in touch with 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 perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these phases Integrations and automation this is one of the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine email and with merge email what occurs is I can really create a follow-up e-mails and various storage e-mails here and we have active advises so using is truly simple you can begin free of charge by simply adding the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I’ve worked with numerous clients, handled multiple projects all at once, and maintained a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a service, I explored different platforms but found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who greatly depend on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from lead generation to project conclusion.
You can categorize contacts, develop custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, boosting efficiency and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can create templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to incorporate with other tools and develop custom solutions.
This flexibility allows independent journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement projects, from ideation to deployment.
You can develop customized stages for different development phases, designate tasks to employee, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more economical option, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As a freelance journalist, managing your hiring process and client relationships is critical to your success. offers a affordable and intuitive solution that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.