As an experienced freelance reporter, I comprehend the challenges of handling jobs. Streak Crm Google Contacts Sync …tracking leads, and supporting client relationships. For many years, I’ve experimented with various tools to streamline my workflow and enhance performance. One tool that has really reinvented my hiring process. In this post, I will look into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to use Streak Crm Google Contacts Sync for your customer relations partnership interaction and far more so let’s enter into it firstly 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 basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete novice it will help you tailor an ideal process for your group and you will have the ability to get your work done now let’s really enter into the process now is available as an extension and it’s completely totally free so when you get to the website you’ll get this option 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 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 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 ensure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click permit 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 viewed all tracked e-mails and updated reply and after that we have this 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 new dashboard 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 choices to start with we have the stages so this is where you will choose these stages 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 nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will offer your stage a name let’s say that you in fact wished to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually choose various colors for each of the stages however I believe all of these are really already produced so this is actually pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of 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 different fields that you want so you will click this plus here and we have totally free type a date check box drop down General email e-mail tracking task calls and meetings 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 choose this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here okay e-mail thread count close date okay business’s size deal size and Business size fine let’s eliminate the business size and I’m gon na really discover something else within the general where we have actually produced by date produced followers and more so I actually want to opt for the produced.
by or possibly the fans since I want to keep an eye on my employee that are actually following this so I will you understand 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 great deal of choices available within streak is in fact one of the most convenient and among the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my job again if I didn’t want to choose these sales if I did with tasks then I can opt for the task phases right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it various various colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others realty support and custom-made So within our assistance you can see we have actually incoming designated working on dealt with and noise this is in fact pretty good and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click 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 have the ability to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click go into 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 include another lead let’s call it brand-new 2 we can really open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a called too there’s one working out so I’ll just simply click on new now as soon as you develop a lead we can in fact click here and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can invite the staff member we have add columns we have e-mails files and comments you can change to the emails 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 meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re made with this you can really click enter and it will be closed now it will reveal you something like this we have all of our data 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 various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail very quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what happens is I can really create a follow-up emails and different storage emails here and we have active advises so using is truly simple you can get going for free by just adding the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a freelance journalist, I have actually worked with various customers, handled numerous jobs at the same time, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a central system to improve my operations.
In my quest for an option, I checked out different platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, 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 heavily rely on email interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to job completion.
You can classify contacts, create custom stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial emails, and collaborate in real-time, enhancing performance and making sure everyone stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop templates for typical e-mail reactions, schedule follow-ups, and established tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive developer documentation, making it simple to incorporate with other tools and construct custom options.
This flexibility allows independent reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to manage software advancement projects, from ideation to implementation.
You can develop custom stages for various development stages, designate jobs to employee, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, reducing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring procedure and customer relationships is critical to your success. deals a user-friendly and affordable solution that flawlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, writer, or editor creator, 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 endeavors.