As a skilled freelance reporter, I comprehend the difficulties of managing tasks. Mailchimp Integration With Streak Free Crm …tracking leads, and supporting customer relationships. Over the years, I have actually experimented with numerous tools to simplify my workflow and improve performance. One tool that has really reinvented my hiring procedure. In this article, I will explore the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to use Mailchimp Integration With Streak Free Crm for your customer relations partnership communication and a lot more so let’s enter into it firstly you require to go to streak.com and you will arrive at 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 Hub and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete newbie it will help you personalize a best procedure for your group and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally totally free so when 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 on 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 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 sign in make certain to sign.
into the exact 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 allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and then we have this brand-new option 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 brand-new dashboard for here I’ll be able 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 create a brand-new pipeline let’s actually do that you will click new pipeline here and we have different alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will provide your stage a name let’s say that you in fact wanted to create another um you understand phase here for example 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 in fact pick different colors for each of the stages however I think all of these are in fact currently developed so this is actually pretty excellent what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo here and after that we have negotiating 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 different fields that you want so you will click on this plus here and we have free kind a date check box fall General email email tracking job calls and conferences 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 go with this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here all right email thread count close date all right business’s size offer size and Company size fine let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have produced by date produced fans and more so I really wish to choose the developed.
by or maybe the followers because I want to track my staff member that are actually following this so I will you understand 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 lot of choices offered within streak is really one of the most convenient and one of the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my task again if I didn’t wish to choose these sales if I made with jobs then I can choose the project phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also give it various various colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others real estate assistance and customized So within our assistance you can see we have actually incoming designated working on fixed and sound this is in fact respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on develop now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can really click on this drop down and we have manage phase or rename 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 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 simply call it new and click get in so now you can see we have one lead produced 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 include another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click brand-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 added so this is a new Elite that I produced and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your when you’re finished with this you can in fact click enter and it will be closed now it will reveal 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 called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our basic Gmail really quickly from here and it will likewise show me the e-mails 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 combine email what takes place is I can actually create a follow-up emails and various storage emails here and we have active advises so using is really simple you can begin for free by just including the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
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’ve worked with many clients, managed numerous jobs concurrently, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my mission for a solution, I explored different platforms however found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on email communication. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to job conclusion.
You can classify contacts, create customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share important emails, and collaborate in real-time, enhancing performance and making sure everybody stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and established tips, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software development. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to integrate with other tools and construct custom options.
This versatility allows independent journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software development tasks, from ideation to deployment.
You can produce custom stages for various advancement stages, appoint tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient service 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 performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more inexpensive solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email communication.
As an independent reporter, handling your hiring procedure and client relationships is paramount to your success. offers a user-friendly and inexpensive option that effortlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, content, or editor 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 endeavors.