As a seasoned freelance reporter, I comprehend the challenges of managing tasks. Crm Extension Streak …tracking leads, and nurturing customer relationships. Throughout the years, I’ve try out various tools to enhance my workflow and improve efficiency. One tool that has actually truly reinvented my hiring procedure. In this post, I will explore the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to utilize Crm Extension Streak for your client relations partnership interaction and a lot more so let’s enter into it firstly you need to go to streak.com and you will arrive on this site right here now is a kind 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 actually remarkable 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 have the ability to get your work done now let’s really enter the process now is available as an extension and it’s completely totally free so once you get to the website 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 add to Chrome click ADD extension and your extension will be included okay 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 just check in ensure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this brand-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 is like our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales 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 on brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size business 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 this Plus at the top and you will offer your phase a name let’s say that you really wished to create another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact pick different colors for each of the stages but I think all of these are in fact already developed so this is really quite excellent 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 type of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration here and after that 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 complimentary type a date check box drop down General email e-mail tracking job calls and conferences 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 actually missing out on and I’ll really reorganize and put the notes here fine email thread count close date okay company’s size deal size and Business size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have developed by date created fans and more so I actually want to choose the created.
by or possibly the followers since I wish to keep an eye on my staff member that are actually 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 great deal of options readily available within streak is actually among the easiest and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my job again if I didn’t wish to opt for these sales if I finished with jobs then I can opt for the job stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also provide 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 task search financier fundraising others real estate assistance and custom-made So within our support you can see we have inbound appointed working on resolved and sound this is really pretty good and we likewise have custom-made where I can really start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click develop now it will simply take a 2nd for a street to create 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 actually click this drop down and we have manage phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click go into so now you can see we have actually one lead developed let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just simply click new now once you create a lead we can in fact click on this link 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 different columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can invite the staff member we have add columns we have emails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit files and then we have the comments 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 produce a lead within your when you’re done with this you can actually click 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 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 perform bulk actions such as deleting and sharing too uh one more thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these stages Combinations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files likewise 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 extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with combine e-mail what takes place is I can really develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can get going free of charge by simply including the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I’ve worked with numerous customers, managed numerous projects concurrently, and maintained a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a service, I checked out different platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on email interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from lead generation to job conclusion.
You can categorize contacts, create custom-made phases, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by allowing you to share pipelines and interact with team members within the platform.
You can designate jobs, share important emails, and collaborate in real-time, improving productivity and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can develop design templates for common email responses, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial designer documents, making it simple to incorporate with other tools and build custom-made solutions.
This flexibility enables independent journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application advancement tasks, from ideation to deployment.
You can develop custom phases for different advancement phases, appoint jobs to team members, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly functions, minimizing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more affordable service, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring process and customer relationships is critical to your success. deals a affordable and intuitive service that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.