As a skilled freelance journalist, I comprehend the challenges of handling jobs. Streak Crm Extension …tracking leads, and nurturing customer relationships. For many years, I’ve experimented with various tools to improve my workflow and enhance performance. One tool that has actually genuinely transformed my hiring procedure. In this article, I will explore the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be showing you how to utilize Streak Crm Extension for your consumer relations partnership communication and far more so let’s enter into it first off you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete beginner it will assist you tailor a best process for your group and you will be able to get your work done now let’s actually enter the process now is readily available as an extension and it’s entirely complimentary so when 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 contribute to Chrome click ADD extension and your extension will be added all right it’s done and now it is contributing 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 make sure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after including 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 emails and updated reply and after that we have this new choice 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 produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wished to create another um you know stage here for example 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 really choose different colors for each of the stages however I think all of these are actually already created so this is really quite outstanding what I will do is I will really eliminate this one and if you feel 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 actually demo 2 what I’ll do is really let’s get rid of 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 this plus here and we have complimentary form a date check box drop down General email email tracking task calls and meetings so I do not 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 really missing and I’ll actually reorganize and put the notes here okay email thread count close date okay company’s size offer size and Company size okay let’s get rid of the business size and I’m gon na really find something else within the general where we have developed by date created fans and more so I in fact want to choose the produced.
by or possibly the fans due to the fact that I wish to track 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 great deal of alternatives available within streak is in fact one of the simplest and one of the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my job once again if I didn’t wish to choose these sales if I made with projects then I can opt for the job stages right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also provide it various different colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your phases job search financier fundraising others property support and custom-made So within our assistance you can see we have inbound appointed dealing with fixed 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 service for me we simply have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will just take a second for a street to produce 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 in fact click this drop down and we have handle phase or relabel so as I continue as I add different leads here what I I will do is I’ll just simply 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 area here and let’s simply call it brand-new and click on get in so now you can see we have one lead created let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it 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 however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just simply click new now when you create a lead we can actually click here and it will now open the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have invite teammates 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 e-mails and it will reveal you the emails that you got in files we can even upload 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 produce a lead within your as soon as you’re finished with this you can actually click go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one called 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 erasing and sharing also uh another thing with srix on top you will be able to see we have private alternative we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications for automations customized 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 create our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what takes place is I can actually produce a follow-up e-mails and various storage e-mails here and we have active advises so using is truly easy you can get started free of charge by just including the integration and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I’ve dealt with numerous clients, managed several projects all at once, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a solution, I checked out various platforms but discovered 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 consumer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed journalists who greatly rely on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from list building to project completion.
You can classify contacts, produce custom-made phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share essential e-mails, and work together in real-time, boosting efficiency and ensuring everybody remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can create design templates for common email actions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documentation, making it simple to integrate with other tools and construct custom-made services.
This versatility allows self-employed journalists with coding skills to extend the performance of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to deployment.
You can create custom-made stages for various development phases, designate jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email interaction.
As an independent journalist, handling your hiring procedure and client relationships is vital to your success. deals a intuitive and budget friendly option that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.