As an experienced freelance reporter, I understand the challenges of managing jobs. Streak Crm Google Calendar Integration …tracking leads, and nurturing client relationships. For many years, I’ve explore different tools to improve my workflow and improve effectiveness. One tool that has really revolutionized my hiring process. In this article, I will explore the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to utilize Streak Crm Google Calendar Integration for your client relations cooperation communication and a lot more so let’s enter 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 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 truly remarkable and I’ll show you how to do that as a complete beginner it will help you tailor a best process for your group and you will be able to get your work done now let’s really enter into the process now is readily available as an extension and it’s totally free so once you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click ADD extension and your extension will be added fine it’s done and now it is adding 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 sign in make certain to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and then 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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size business size close rate email thread count days and state and keeps in mind so if you want 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 develop another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact select various colors for each of the stages however I believe all of these are actually currently developed so this is in fact pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are kind 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 eliminate the demonstration here and then we have negotiating with negotiating I can go with 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 want so you will click on this plus here and we have complimentary type a date check box drop down General email e-mail tracking job calls and conferences 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 actually missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date fine company’s size deal size and Company size fine let’s eliminate the business size and I’m gon na actually find something else within the general where we have produced by date created fans and more so I actually want to choose the created.
by or maybe the followers because I want to keep track of my staff member that are actually following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices readily available within streak is really among the simplest and among the most uh you understand versatile out there it’s really easy to use with templates we have projects too within my task once again if I didn’t wish to go for these sales if I did with jobs then I can go with the job 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 various different colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our support you can see we have inbound assigned working on fixed and noise this is really respectable and we likewise have custom where I can in fact start something from the scratch completely according to my business for me we merely have the sales so I’m gon na go with the sales here and click on produce 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 produce now it will just take a second for a street to create 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 fall and we have handle stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add 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 enter so now you can see we have one lead developed 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a 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 state there was a contacted too there’s one working out so I’ll just merely click on new now when you develop 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 developed and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and comments 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 after that 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 as soon as you’re done with this you can really click enter 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 two leads one called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can discover these stages Integrations and automation this is one of the important 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 custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine email and with combine email what takes place is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so using is really simple you can get going for free by just adding the integration and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a self-employed reporter, I’ve dealt with numerous clients, managed multiple projects concurrently, and preserved a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my mission for an option, I explored different 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 freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who heavily rely on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from list building to project conclusion.
You can classify contacts, produce custom stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by permitting you to share pipelines and interact with team members within the platform.
You can assign tasks, share important e-mails, and team up in real-time, boosting efficiency and ensuring everybody remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can produce design templates for typical e-mail reactions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it simple to incorporate with other tools and construct customized solutions.
This flexibility allows independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to deployment.
You can produce custom stages for different development phases, designate tasks to employee, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, reducing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget-friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
offers a more comprehensive suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email communication.
As a freelance reporter, handling your hiring process and customer relationships is critical to your success. deals a inexpensive and user-friendly solution that perfectly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.