As an experienced freelance reporter, I understand the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to use Common Trouble Shooting For Logging Emails To Streak Crm for your customer relations partnership interaction and a lot more so let’s enter into it first off you need 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 Hub and we can actually turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete beginner it will help you tailor an ideal process for your group and you will be able to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s completely free so once you get to the site you’ll get this alternative 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 alright it’s done and now it is contributing 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 access and we’re gon na merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new dashboard for here I’ll be able to produce 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 produce a brand-new pipeline let’s really do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus at the top and you will give your phase a name let’s state that you in fact wanted to create another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact select different colors for each of the stages however I believe all of these are actually already produced so this is actually quite remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and then we have negotiating 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 various fields that you desire so you will click this plus here and we have complimentary form a date check box drop down General e-mail email tracking job 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 really reorganize and put the notes here alright e-mail thread count close date all right company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually created by date produced followers and more so I really want to go for the created.
by or perhaps the fans due to the fact that I want to monitor my staff member that are really following this so I will you understand 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 choices available within streak is in fact one of the simplest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my job again if I didn’t want to choose these sales if I did with projects then I can choose the task stages right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it different different colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others property support and custom So within our assistance you can see we have incoming appointed working on dealt with and sound this is really respectable and we also have customized where I can in fact start something from the scratch absolutely according to my company for me we just 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 go with the shared one here and click on develop now it will just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click on this drop down and we have manage phase or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include 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 actually one lead created let’s state that there is actually 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 include another lead let’s call it new two 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 gotten in touch with as well there’s one negotiating so I’ll just merely click new now once you develop a lead we can in fact click here and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re finished 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 data collected here and at the top we’re getting our account such as 2 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 have the ability to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is one of the crucial ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what happens is I can really create a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is actually simple you can get going free of charge by simply adding the combination and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance journalist, I have actually worked with numerous customers, managed numerous tasks at the same time, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for a solution, I explored different platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who heavily count on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it easy to monitor the development and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to project conclusion.
You can classify contacts, produce customized stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share important emails, and collaborate 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 repeated tasks.
You can create design templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and develop custom services.
This flexibility allows freelance journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software development jobs, from ideation to release.
You can create customized stages for different development phases, appoint tasks to team members, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use features, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more economical service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email interaction.
As an independent reporter, handling your hiring process and customer relationships is paramount to your success. offers a affordable and user-friendly solution that effortlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.