As an experienced freelance reporter, I understand the difficulties of handling jobs, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Importer For Gmail for your customer relations cooperation communication and a lot more so let’s get into it first off you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete newbie 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 actually get into the procedure now is readily available as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this alternative here which is add 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 add to Chrome click ADD extension and your extension will be added fine 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 check in ensure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this new alternative 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 is like our new dashboard for here I’ll be able to create 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 create a new pipeline let’s actually do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you really wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually select various colors for each of the stages but I believe all of these are really already created so this is in fact quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we just go with 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 after that we have working out with negotiating I can go with 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 desire so you will click on this plus here and we have complimentary type 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 go with this one here this is the field that was in fact missing and I’ll actually reorganize and put the notes here okay email thread count close date alright company’s size offer size and Business size okay let’s eliminate the company size and I’m gon na really find something else within the general where we have developed by date developed followers and more so I really want to go for the created.
by or possibly the fans because I want to keep an eye on 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 great deal of choices available within streak is really among the most convenient and one of the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my job once again if I didn’t want to opt for these sales if I finished with jobs then I can choose the project phases right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it various various colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others real estate assistance and customized So within our support you can see we have incoming appointed dealing with fixed and noise this is really respectable and we likewise have customized where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will just take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can really click this drop down and we have manage phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have actually one lead created let’s say that there is actually 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 in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just simply click new now as soon as you produce a lead we can really click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can welcome the staff member we have include columns we have emails 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 submit files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your when you’re done 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 data gathered 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private alternative we have these three dots where we can find these phases Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notices for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can switch to our basic Gmail really easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what takes place is I can in fact produce a follow-up e-mails and different storage emails here and we have active instructs so using is actually easy you can get going totally free by simply adding the integration and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I have actually dealt with many customers, managed numerous projects simultaneously, and kept a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out numerous platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to monitor the development and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from list building to task conclusion.
You can classify contacts, produce custom phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential e-mails, and collaborate in real-time, improving productivity and guaranteeing everyone stays on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can produce design templates for common email responses, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer documents, making it easy to incorporate with other tools and construct customized solutions.
This flexibility allows independent journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to release.
You can create custom-made stages for various development stages, assign tasks to staff member, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly functions, decreasing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable service, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As an independent reporter, managing your hiring process and client relationships is vital to your success. offers a budget friendly and intuitive solution that effortlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.