As an experienced freelance reporter, I understand the challenges of managing tasks. Import Capsule Crm Into Streak …tracking leads, and nurturing client relationships. Over the years, I’ve try out numerous tools to simplify my workflow and enhance performance. One tool that has actually truly revolutionized my hiring process. In this post, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to use Import Capsule Crm Into Streak for your consumer relations cooperation communication and far more so let’s enter it first off you need to go to streak.com and you will land on this site right here now is a kind 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 really amazing and I’ll show you how to do that as a total novice it will assist you customize a best process for your team and you will be able to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this alternative here which is add 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 on contribute to Chrome click on ADD extension and your extension will be included 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 check in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked emails and updated reply and after that we have this new alternative which is the pipeline so if I click 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 control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on new pipeline here and we have various alternatives 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 working out 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 e-mail 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 on top and you will provide your stage a name let’s state that you actually wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really pick different colors for each of the stages but I think all of these are in fact currently created so this is really quite excellent 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 very same thing we just go with the pitch so what I’ll do is uh we have actually 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 free form a date check box fall General e-mail email tracking job 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 in fact missing and I’ll actually rearrange and put the notes here alright e-mail thread count close date alright business’s size offer size and Company size all right let’s eliminate the company size and I’m gon na actually find something else within the basic where we have produced by date created followers and more so I really want to go for the created.
by or maybe the followers 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 some of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is in fact one of the easiest and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my project once again if I didn’t want to opt for these sales if I made with projects then I can opt for the project stages right here and once again the fields the procedure is going to be similar you will choose 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 hiring so if you do hiring then this is going to be your phases task search investor fundraising others realty support and custom So within our support you can see we have incoming appointed dealing with fixed and sound this is in fact pretty good and we likewise have custom-made where I can really start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will simply take a second for a street to produce 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 in fact click on this drop down and we have manage stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click get in so now you can see we have actually one lead produced 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 new 2 we can really open this up in a new tab from here too but 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 called also there’s one working out so I’ll just simply click brand-new now as soon as you produce a lead we can really click here and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re made with this you can in fact click go into 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 choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have private choice we have these three dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop our CSV files similarly 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 simple Gmail really easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine email and with combine email what happens is I can really produce a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually easy you can start free of charge by just including the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a freelance journalist, I’ve dealt with numerous customers, handled numerous tasks simultaneously, and preserved a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for a service, I explored different platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed reporters who greatly count on email communication. Here are some key advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails easily, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to manage and keep an eye on the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from list building to job completion.
You can categorize contacts, produce customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important e-mails, and team up in real-time, enhancing efficiency and ensuring everybody remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create design templates for typical email actions, schedule follow-ups, and established tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software application development. Here’s how:.
offers a robust API and extensive developer documentation, making it easy to incorporate with other tools and develop custom services.
This versatility permits self-employed journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to release.
You can develop custom phases for various development stages, assign tasks to team members, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more cost effective service, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is critical to your success. offers a budget-friendly and user-friendly option that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.