As a seasoned freelance reporter, I understand the difficulties of handling projects. Streak Crm для Gmail …tracking leads, and nurturing customer relationships. Throughout the years, I have actually experimented with numerous tools to enhance my workflow and enhance performance. One tool that has truly changed my hiring process. In this post, I will explore the benefits of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm для Gmail for your customer relations cooperation interaction and a lot more so let’s enter into it first of all you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total newbie it will help you customize a best procedure for your group and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s entirely 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 on 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 simply check in make certain 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 enable after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded reply and after that 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 resembles 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 working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating 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 concern industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will give your stage a name let’s say that you actually wished to produce another um you understand 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 actually choose different colors for each of the stages but I believe all of these are in fact already developed so this is actually pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click on this plus here and we have free type a date check box drop down General email 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 choose this one here this is the field that was really missing and I’ll actually rearrange and put the notes here fine e-mail thread count close date alright business’s size offer size and Company size fine let’s eliminate the business size and I’m gon na really find something else within the general where we have created by date created fans and more so I really want to go for the created.
by or perhaps the followers due to the fact that I want to monitor my employee that are really following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices available within streak is actually among the most convenient and among the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my task again if I didn’t wish to go for these sales if I made with projects then I can go with the job stages right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it various various colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others property assistance and customized So within our support you can see we have actually incoming designated dealing with resolved and sound this is actually respectable and we also have customized where I can in fact start something from the scratch totally according to my business for me we just have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click this fall and we have manage phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have actually one lead created let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new two we can actually 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 contacted too there’s one working out so I’ll just simply click brand-new now as soon as you create a lead we can actually click on this link and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced remember and after that we have invite teammates so from here I can welcome the employee we have add columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even upload files and after that 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 create a lead within your as soon as you’re finished with this you can in fact click enter 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 pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can find these stages Integrations and automation this is among the essential ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create 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 likewise reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can really develop a follow-up e-mails and various storage emails here and we have active instructs so using is really simple you can begin free of charge by simply adding the integration and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As a freelance journalist, I’ve dealt with numerous clients, managed numerous tasks concurrently, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out numerous platforms however discovered them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for independent reporters who greatly count on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from lead generation to project completion.
You can classify contacts, develop custom phases, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates partnership by permitting you to share pipelines and interact with staff member within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, boosting productivity and making sure everybody stays on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop templates for common e-mail responses, schedule follow-ups, and established tips, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and develop custom services.
This versatility permits independent reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software application advancement projects, from ideation to implementation.
You can produce custom-made stages for different advancement stages, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, reducing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget-friendly option, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As a freelance reporter, managing your hiring process and customer relationships is critical to your success. offers a intuitive and budget friendly solution that seamlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative functions 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 author creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.