As a skilled freelance reporter, I comprehend the difficulties of handling projects. Streak Log Emails In Crm …tracking leads, and nurturing client relationships. For many years, I’ve explore numerous tools to enhance my workflow and improve efficiency. One tool that has really revolutionized my hiring procedure. In this short article, I will delve into the benefits of using for freelance 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 men welcome back in this video I will be showing you how to use Streak Log Emails In Crm for your client relations collaboration interaction and much more so let’s get into it to start with you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total newbie it will assist you customize a best process for your group and you will be able to get your work done now let’s in fact enter into the procedure now is offered as an extension and it’s totally free so once you get to the website you’ll get this alternative 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 contribute to Chrome click on 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 certain to sign.
into the very same Gmail that you have 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 allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new option which is the pipeline so if I click on 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 create a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size company size close rate email thread count days and state and notes 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 state that you in fact wished to develop another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact select different colors for each of the stages but I think all of these are really already produced so this is actually 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 kind of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have working out 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 different fields that you want so you will click this plus here and we have totally free form a date check box fall General e-mail 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 go with this one here this is the field that was actually missing and I’ll really rearrange and put the notes here fine e-mail thread count close date okay company’s size deal 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 created by date developed fans and more so I in fact want to opt for the produced.
by or possibly the fans due to the fact that I want to monitor my staff member that are in fact following this so I will you know 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 offered within streak is actually among the most convenient and one of the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my project again if I didn’t wish to choose these sales if I finished with projects then I can go with the job stages right here and once 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 offer it different various colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others property support and custom-made So within our support you can see we have incoming appointed working on solved and noise this is actually respectable and we likewise have custom-made where I can really 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 on develop private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on produce now it will simply 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 have the ability to include my Lead Series so you can in fact click this drop down and we have manage stage 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 have the ability to include it click the top here include a box so click 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 enter so now you can see we have actually one lead produced let’s say 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 2 we can actually open this up in a brand-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 two leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click on 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 added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can invite the employee we have include columns we have e-mails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your once you’re finished with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data 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 extremely easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what takes place is I can actually develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually easy you can begin free of charge by simply adding the combination and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I’ve dealt with many clients, handled several jobs concurrently, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for a solution, I checked out different platforms however 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who greatly depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails easily, providing you a clear summary of your communications with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to monitor the development and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to task conclusion.
You can classify contacts, create custom-made phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in cooperation by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial emails, and work together in real-time, improving performance and making sure everyone remains on the very same page.
Personalized Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can produce templates for common e-mail responses, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial developer documentation, making it simple to incorporate with other tools and construct custom solutions.
This flexibility enables independent journalists with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to release.
You can develop custom stages for different advancement stages, designate jobs to team members, and track development efficiently.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, reducing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Expense:.
uses a more economical solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email communication.
Conclusion:.
As a self-employed journalist, managing your hiring process and customer relationships is critical to your success. offers a inexpensive and instinctive solution that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or writer developer, 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 undertakings.