As a seasoned freelance reporter, I understand the obstacles of handling jobs. Streak Crm Outlook Integration …tracking leads, and supporting customer relationships. Over the years, I have actually experimented with various tools to enhance my workflow and enhance effectiveness. One tool that has actually really changed my hiring process. In this article, I will look into the benefits 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 use for newbies hey men welcome back in this video I will be showing you how to utilize Streak Crm Outlook Integration for your customer relations cooperation interaction and a lot more so let’s enter into 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 contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total beginner it will assist you tailor a perfect process for your group and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s totally free so once you get to the website you’ll get this option here which is contribute 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 added all right it’s done and now it is contributing 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 simply sign in ensure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this new choice which is the pipeline so if I click 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 have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have various choices to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size company size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will provide your stage a name let’s state that you really wanted to create another um you understand stage here for example let’s state 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 different colors for each of the stages but I think all of these are actually already created so this is actually quite excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo 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 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 complimentary kind a date check box drop down General e-mail email tracking task calls and meetings 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 out on and I’ll actually rearrange and put the notes here alright e-mail thread count close date alright company’s size offer size and Business size alright let’s get rid of the company size and I’m gon na actually find something else within the basic where we have developed by date produced followers and more so I really want to choose the produced.
by or maybe the fans since I want to monitor my staff member that are really 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 lot of choices available within streak is actually among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my job again if I didn’t wish to choose these sales if I did with jobs then I can choose the job phases right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also provide it different different colors we likewise have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others realty support and custom So within our assistance you can see we have incoming designated dealing with dealt with and noise this is actually respectable and we also have custom-made where I can really 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 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 create now it will simply take a second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can really click this drop down and we have handle phase or relabel so as I continue as I add various 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 include a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have actually one lead developed let’s state that there is in fact 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 actually 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 state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on new now once you produce a lead we can actually click here 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 keep in mind and then we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails 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.
accessories so this is how you develop a lead within your when you’re made with this you can actually click on 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 contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can find these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with merge e-mail what occurs is I can actually produce a follow-up e-mails and different storage emails here and we have active instructs so utilizing is truly easy you can start for free by just adding the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I’ve worked with many clients, handled numerous tasks at the same time, and kept a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my quest for a solution, I checked out various platforms but found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who heavily rely on email interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to manage and keep track of the development of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from lead generation to job completion.
You can categorize contacts, create custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share important emails, and work together in real-time, improving productivity and making sure everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can develop design templates for common email actions, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application development. Here’s how:.
offers a robust API and comprehensive developer documents, making it easy to integrate with other tools and construct custom-made options.
This flexibility allows self-employed reporters with coding skills to extend the performance of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to implementation.
You can create customized stages for different development stages, appoint tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and customer relationships is vital to your success. deals a intuitive and budget friendly option that effortlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism profession 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.