As a skilled freelance journalist, I comprehend the challenges of handling projects. How To Integrate Calendar With Streak Crm …tracking leads, and nurturing customer relationships. Throughout the years, I have actually experimented with numerous tools to enhance my workflow and improve efficiency. One tool that has actually truly revolutionized my hiring process. In this post, I will delve into the advantages of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be revealing you how to use How To Integrate Calendar With Streak Crm for your consumer relations cooperation communication and far more so let’s enter into it first of all you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete newbie it will help you personalize a perfect process for your group and you will have the ability to get your work done now let’s in fact get into the process now is offered as an extension and it’s totally totally free so as soon as you get to the website you’ll get this option 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 on add to Chrome click on ADD extension and your extension will be included alright it’s done and now it is adding 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 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 merely scroll down and click allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this brand-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 is like our new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click on new pipeline here and we have different choices first off we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead called pitched demo negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will provide your phase a name let’s state that you in fact wished to develop 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 offer it your color so we can in fact select various colors for each of the stages however I believe all of these are in fact already produced so this is actually pretty outstanding 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 demo are kind of like the exact same thing we just go with 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 after that we have negotiating with negotiating I can opt for 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 free type a date check box drop down General e-mail e-mail tracking task calls and conferences 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date fine company’s size deal size and Business size all right let’s get rid of the business size and I’m gon na actually discover something else within the general where we have produced by date created followers and more so I really want to go for the developed.
by or perhaps the fans because I wish to track my team members that are actually 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 lot of alternatives available within streak is actually one of the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my job again if I didn’t want to opt for these sales if I finished with projects then I can go with the task phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it different various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our assistance you can see we have incoming assigned dealing with fixed and sound this is in fact pretty good and we also have custom where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on create personal 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 on produce now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can in fact click on 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 add it click on 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 brand-new and click go into so now you can see we have actually one lead created let’s state 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 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way 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 merely click brand-new now when you create a lead we can really click here and it will now open up the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re finished with this you can in fact click on get in and it will be closed now it will show 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 gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail extremely quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what happens is I can really create a follow-up emails and various storage emails here and we have active instructs so utilizing is actually simple you can get going for free by just including the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I’ve dealt with numerous clients, managed multiple jobs simultaneously, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for a service, I explored various platforms however found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who heavily depend on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, giving you a clear introduction of your communications with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to manage and keep track of the progress of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates partnership by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, boosting efficiency and ensuring everybody stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can develop templates for typical email actions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software development. Here’s how:.
supplies a robust API and extensive developer documentation, making it simple to integrate with other tools and construct custom-made services.
This versatility enables freelance journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement tasks, from ideation to deployment.
You can develop custom-made stages for various development stages, assign tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more thorough suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
As a self-employed reporter, handling your hiring process and client relationships is vital to your success. offers a budget-friendly and user-friendly option that seamlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.