As an experienced freelance journalist, I understand the difficulties of managing tasks. Streak Crm Outlook Calendar …tracking leads, and nurturing customer relationships. Over the years, I’ve explore different tools to enhance my workflow and enhance efficiency. One tool that has actually genuinely transformed my hiring process. In this article, I will delve into the advantages of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be revealing you how to utilize Streak Crm Outlook Calendar for your customer relations partnership interaction and a lot more so let’s enter into it first of all you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total novice it will assist you personalize a perfect process for your group and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally complimentary so when you get to the site you’ll get this choice 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 contribute to Chrome click 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 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 sign in make sure to sign.
into the very 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 merely scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this brand-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 resembles our new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing 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 different choices first of all 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 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 e-mail last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will give your phase a name let’s state that you in fact wished to develop 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 offer it your color so we can actually choose different colors for each of the stages but I believe all of these are really currently created so this is really pretty outstanding what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are kind 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 in fact let’s get rid of the demo here and after that we have working out 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 various fields that you desire so you will click on this plus here and we have free type a date check box drop down General e-mail e-mail tracking task calls and conferences so I don’t 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 really missing out on and I’ll actually rearrange and put the notes here all right email thread count close date alright company’s size deal size and Business size alright let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually developed by date produced followers and more so I really want to opt for the created.
by or possibly the followers due to the fact that I want to keep an eye on my employee that are actually following this so I will you know 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 really among the most convenient and among the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my task again if I didn’t want to opt for these sales if I finished with projects then I can opt for the job stages right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it different various colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming designated working on fixed and noise this is actually pretty good and we also have customized where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click on 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 on produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to add 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 include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click on 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 on go into so now you can see we have one lead developed let’s state that there is actually 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 really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a called as well there’s one working out so I’ll just merely click on new now as soon as you create a lead we can really click on this link and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have welcome colleagues so from here I can invite the team members we have include 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 remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our information gathered 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 various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can find these phases Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge email and with merge email what happens is I can actually produce a follow-up e-mails and various storage emails here and we have active instructs so using is really simple you can get started for free by just including the integration and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before 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, handled multiple projects all at once, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my mission for a service, I explored various platforms however found them to be either too complex or too pricey 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 consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to manage and monitor the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to task completion.
You can categorize contacts, develop customized phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential emails, and team up in real-time, enhancing performance and ensuring everybody stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce templates for common e-mail reactions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
provides a robust API and extensive designer paperwork, making it simple to incorporate with other tools and construct custom options.
This flexibility enables independent journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to release.
You can produce customized phases for different advancement stages, appoint jobs to staff member, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, lessening the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly solution, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more detailed suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring process and customer relationships is critical to your success. offers a budget-friendly and user-friendly service that effortlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.