As a skilled freelance reporter, I comprehend the challenges of handling tasks. Streak Integrations Wiith Dynamics Crm …tracking leads, and supporting customer relationships. Throughout the years, I’ve experimented with different tools to improve my workflow and improve performance. One tool that has actually genuinely transformed my hiring process. In this short article, I will look into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be showing you how to use Streak Integrations Wiith Dynamics Crm for your customer relations cooperation interaction and much more so let’s enter into it firstly you need to go to streak.com and you will land on this website 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 really amazing and I’ll reveal you how to do that as a total newbie it will assist you tailor a best procedure for your group and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely complimentary so once 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 merely check in ensure to sign.
into the same Gmail that you have actually added the uh you know 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 look like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and updated reply and then 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 have the ability to create 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 actually do that you will click brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus on top and you will offer your phase a name let’s state that you in fact wanted to develop another um you understand phase here for example 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 really choose different colors for each of the stages but I believe all of these are in fact already developed so this is in fact quite impressive 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 kind of like the exact same thing we just opt for 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 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 desire so you will click on this plus here and we have totally free kind a date check box fall General email email tracking job calls and meetings 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 choose this one here this is the field that was in fact missing out on and I’ll actually reorganize and put the notes here all right e-mail thread count close date fine business’s size offer size and Business size fine let’s get rid of the business size and I’m gon na really find something else within the general where we have actually produced by date created followers and more so I in fact wish to go for the created.
by or possibly the followers since I want to keep an eye on my staff member that are in fact 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 available within streak is really one of the simplest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have tasks too within my task once again if I didn’t want to go for these sales if I did with projects then I can choose the job phases right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also provide it various various colors we likewise 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 assistance and custom So within our support you can see we have incoming assigned working on dealt with and noise this is in fact pretty good and we likewise have customized where I can really start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can really click this fall and we have manage stage or relabel so as I continue as I include different leads here what I I will do is I’ll just merely 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 area here and let’s just call it new and click go into so now you can see we have actually one lead produced let’s say that there is in fact 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 add another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too however 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 too there’s one working out so I’ll just simply click on new now as soon as you produce a lead we can in fact click here and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the team members we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and after that we have the remarks at the top here 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 once you’re made with this you can actually click on get in 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 pick different 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 personal alternative we have these three dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what occurs is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly simple you can start totally free by simply including the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As a self-employed journalist, I’ve dealt with various clients, managed multiple jobs all at once, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a central system to streamline my operations.
In my quest for a solution, I explored different platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily rely on e-mail interaction. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, offering you a clear overview of your communications with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to monitor the progress and handle of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from list building to job completion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, share essential emails, and work together in real-time, improving performance and ensuring everyone stays on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create templates for common email actions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application development. Here’s how:.
provides a robust API and extensive designer paperwork, making it simple to integrate with other tools and develop custom-made options.
This flexibility permits self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to deployment.
You can create custom stages for different development phases, assign tasks to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly option, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
provides a more thorough suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various 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 process and customer relationships is paramount to your success. offers a inexpensive and user-friendly option that flawlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.