As a skilled freelance journalist, I comprehend the obstacles of managing tasks. Streak Crm Shopify Integration …tracking leads, and supporting client relationships. Throughout the years, I’ve explore various tools to enhance my workflow and enhance performance. One tool that has truly revolutionized my hiring process. In this article, I will look into the benefits of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to use Streak Crm Shopify Integration for your customer relations collaboration interaction and a lot more so let’s enter it firstly you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total newbie it will help you customize a perfect process for your group and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s completely free so once 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 add to Chrome click on ADD extension and your extension will be included all right 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 sign 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 access 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 simple you understand folders we are getting 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 brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various choices first off we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will offer your stage a name let’s say that you in fact wished to produce another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really choose different colors for each of the stages but I believe all of these are actually already produced so this is really quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then we have working out 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 want so you will click on this plus here and we have free form a date check box drop down General e-mail email tracking task calls and conferences so I do not 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 in fact missing and I’ll in fact reorganize and put the notes here all right e-mail thread count close date okay company’s size deal size and Business size okay let’s get rid of the business size and I’m gon na in fact find something else within the general where we have created by date produced fans and more so I in fact wish to opt for the created.
by or perhaps the fans due to the fact that I want to track my employee that are in fact following this so I will you know 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 great deal of alternatives available within streak is in fact one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t want to choose these sales if I did with tasks then I can choose the job stages 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 provide it various various colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others realty support and customized So within our assistance you can see we have incoming assigned working on dealt with and sound this is actually pretty good and we likewise have customized where I can in fact start something from the scratch totally 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 private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have 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 in this manner now you can see we have 2 leads then let’s state there was a contacted also there’s one working out so I’ll just simply click on brand-new now when you develop a lead we can really click here and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even upload files and after that we have the remarks at the top here 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 as soon as you’re done with this you can actually click get in and it will be closed now it will reveal 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 choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop our CSV files similarly now I can switch 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 likewise show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what happens is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually easy you can get going 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 Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it connects to. As a self-employed journalist, I’ve dealt with many customers, managed several jobs concurrently, and maintained a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear summary of your interactions with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to manage and keep an eye on the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, create customized phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share important emails, and team up in real-time, enhancing productivity and guaranteeing everyone remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can produce templates for common email responses, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software development. Here’s how:.
supplies a robust API and extensive designer documentation, making it simple to integrate with other tools and develop customized services.
This flexibility enables freelance journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application advancement tasks, from ideation to release.
You can produce custom-made phases for different development phases, designate jobs to employee, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget-friendly solution, specifically for freelancers and small companies.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of features, including advanced 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 integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, handling your hiring procedure and customer relationships is vital to your success. deals a inexpensive and user-friendly service that effortlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.