As an experienced freelance reporter, I comprehend the obstacles of handling tasks. Streak Crm Calendly Integrations …tracking leads, and supporting customer relationships. Over the years, I’ve try out numerous tools to enhance my workflow and enhance effectiveness. One tool that has actually really reinvented my hiring procedure. In this post, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be revealing you how to use Streak Crm Calendly Integrations for your client relations cooperation interaction 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 sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete novice it will assist you personalize a best process for your group and you will have the ability to get your work done now let’s actually enter into the process now is available as an extension and it’s totally free 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 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 included alright 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 merely check in make sure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and after that 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 combines so you can see this resembles our brand-new dashboard 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 working with so this is where we’ll go produce a new pipeline let’s in fact do that you will click new pipeline here and we have various choices first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will give your phase a name let’s say that you in fact wanted to create another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually choose different colors for each of the stages but I think all of these are actually already created so this is actually quite outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo 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 various fields that you desire so you will click on this plus here and we have free form a date check box fall General email e-mail tracking job calls and conferences 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 opt for this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date alright business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually created by date produced fans and more so I in fact wish to go for the developed.
by or possibly the fans since I wish to track my staff member that are actually following this so I will you understand 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 great deal of choices readily available within streak is really one of the most convenient and among the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my project again if I didn’t wish to opt for these sales if I finished with projects then I can choose the job phases right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also give it different various colors we likewise have service Dev here you can see then we have employing 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 actually inbound assigned dealing with dealt with and noise this is really pretty good and we likewise have custom-made where I can really start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click develop 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 create now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include 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 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 new I’m going to add 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 in this manner now you can see we have two leads then let’s say there was a called as well there’s one working out so I’ll just merely click brand-new now when you produce a lead we can really click on this link and it will now open the different 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 created remember and after that we have invite teammates 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 emails that you got in files we can even publish 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.
attachments so this is how you create a lead within your once you’re done with this you can actually click go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will also show me the emails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the merge e-mail and with merge e-mail what happens is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually easy you can get going totally free by just adding the combination and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I have actually worked with various customers, managed numerous projects at the same time, and maintained an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out different platforms however discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who greatly rely on email interaction. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it simple to monitor the development and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from list building to job completion.
You can categorize contacts, develop custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important emails, and collaborate in real-time, improving productivity and making sure everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive jobs.
You can create design templates for common e-mail responses, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and construct customized options.
This versatility enables freelance reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to manage software development tasks, from ideation to release.
You can create custom stages for various advancement phases, designate tasks to team members, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more economical solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced features need a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail communication.
As a freelance reporter, managing your hiring procedure and client relationships is critical to your success. offers a instinctive and economical option that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.