As an experienced freelance reporter, I comprehend the obstacles of handling tasks. Streak Email Tracking & Sales Crm For Outlook …tracking leads, and nurturing customer relationships. Throughout the years, I’ve explore different tools to improve my workflow and enhance effectiveness. One tool that has truly changed my hiring procedure. In this short article, I will look into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Streak Email Tracking & Sales Crm For Outlook for your client relations cooperation communication and far more so let’s get into it first of all you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete newbie it will assist you tailor a perfect process for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s entirely complimentary so as soon as 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 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 check in ensure to sign.
into the exact same Gmail that you have 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 enable after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and upgraded reply and after that 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 combines so you can see this resembles our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with 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 choices first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will give your phase a name let’s say that you in fact wished to produce another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I think all of these are actually already produced so this is really pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration here and then 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 different fields that you want so you will click this plus here and we have totally free type a date check box drop down 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 opt for this one here this is the field that was actually missing and I’ll really reorganize and put the notes here all right email thread count close date fine company’s size deal size and Business size fine let’s get rid of the company size and I’m gon na really find something else within the basic where we have created by date created followers and more so I actually want to choose the developed.
by or maybe the followers because I wish to track my team members that are really 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 great deal of alternatives readily available within streak is actually among the most convenient and among the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to choose these sales if I made with tasks then I can opt for the task phases right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also offer it different different colors we also have business Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others property assistance and customized So within our support you can see we have actually inbound appointed working on dealt with and noise this is really respectable and we also have custom where I can really start something from the scratch totally 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 an employee so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle 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 add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click go into so now you can see we have 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 new I’m going to add another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a contacted also there’s one negotiating so I’ll just simply click new now as soon as you create a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed remember and then we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the emails and it will show you the emails that you got in files we can even publish 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 as soon as you’re finished with this you can really click go into 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 two leads one contacted 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 deleting and sharing also uh another thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations custom-made develops 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 switch to my different folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail really quickly 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 email and with combine email what occurs is I can in fact create a follow-up emails and various storage emails here and we have active advises so utilizing is actually simple you can get started free of charge by just adding the combination and now you know how to use as a total novice 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 relates to. As an independent reporter, I’ve worked with numerous customers, handled multiple jobs simultaneously, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my mission for a service, I checked out various platforms but discovered them to be either too costly 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 customer relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed reporters who greatly count on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails easily, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from lead generation to task conclusion.
You can categorize contacts, develop custom-made phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share essential emails, and work together in real-time, enhancing productivity and making sure everybody remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce templates for common e-mail reactions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it easy to integrate with other tools and build customized services.
This versatility enables self-employed journalists with coding abilities to extend the performance of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to deployment.
You can develop custom stages for various development stages, designate jobs to employee, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use functions, minimizing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more economical solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email communication.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. offers a instinctive and budget-friendly solution that effortlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, content, or editor creator, 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.