As a seasoned freelance reporter, I comprehend the difficulties of managing projects, tracking leads, and supporting client relationships. In this post, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to use Email Not Forwarding To Streak Crm From Outlook for your consumer relations cooperation interaction and much more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can contribute to our simple 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 novice it will assist you customize an ideal procedure for your group and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s entirely free so as soon as 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 included 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 sign in ensure to sign.
into the same Gmail that you have actually added 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 look like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this 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 merges so you can see this is like our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will offer your phase a name let’s say that you in fact wished to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really select various colors for each of the stages however I believe all of these are really currently produced so this is really quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are sort of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact 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 phases 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 form a date check box drop down General email 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 go with this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here okay email thread count close date fine business’s size offer size and Business size fine let’s get rid of the business size and I’m gon na actually discover something else within the general where we have created by date created fans and more so I really wish to go for the produced.
by or perhaps the followers because I want to keep track of my staff member that are really following this so I will you know 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 choices offered within streak is actually among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my job again if I didn’t want to opt for these sales if I finished with tasks then I can choose the task phases right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise offer it different various colors we likewise have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others property support and custom-made So within our support you can see we have actually incoming designated working on dealt with and sound this is actually pretty good and we likewise have customized where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can in fact click on this fall and we have handle stage or relabel 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 add a box so click on ADD box here and I’m going to include 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 developed 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 brand-new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now when you develop a lead we can really click here and it will now open the various fields that we added so this is a brand-new Elite that I produced 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 employee we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal 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 produce a lead within your as soon as you’re done with this you can in fact click go into and it will be closed now it will reveal 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 gotten in touch with and something like this and this is where you will be getting your list we can select 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 have the ability to see we have private alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact create a follow-up emails and different storage emails here and we have active advises so utilizing is really easy you can start totally free by simply including the integration and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a self-employed reporter, I have actually dealt with numerous customers, handled several projects at the same time, and preserved a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my quest for an option, I checked out numerous platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for independent journalists who heavily depend on email interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear overview of your interactions with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to handle and monitor the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from lead generation to project completion.
You can categorize contacts, create custom stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates cooperation by allowing you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial emails, and work together in real-time, boosting efficiency and making sure everybody stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create templates for common e-mail responses, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer documentation, making it easy to integrate with other tools and construct custom services.
This flexibility allows freelance reporters with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development projects, from ideation to release.
You can produce custom-made stages for various advancement stages, designate tasks to employee, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, reducing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive solution, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As a freelance reporter, managing your hiring procedure and client relationships is vital to your success. deals a inexpensive and user-friendly option that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the advanced features 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 profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.