As a seasoned freelance journalist, I understand the difficulties of managing projects. Streak Crm Slack Integration …tracking leads, and supporting client relationships. Throughout the years, I’ve experimented with different tools to simplify my workflow and enhance efficiency. One tool that has genuinely revolutionized my hiring procedure. In this post, I will delve into the advantages of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to use Streak Crm Slack Integration for your customer relations partnership interaction and a lot more so let’s enter into it to start with you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete beginner it will help you customize an ideal process for your group and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s completely free so when you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be included okay 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 exact same Gmail that you have actually included 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 adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-new choice 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 control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options first off we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will provide your stage a name let’s say that you in fact wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact pick various colors for each of the stages but I think all of these are in fact already developed so this is actually quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and then we have negotiating 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 this plus here and we have totally free type a date check box drop down General email e-mail tracking job calls and meetings so I do not 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 choose this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here fine email thread count close date fine business’s size deal size and Company size fine let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually produced by date created fans and more so I actually want to opt for the developed.
by or maybe the fans due to the fact that I wish 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 a few of the fields that I desired for my pipeline now you can see there are a lot of options readily available within streak is really one of the most convenient and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t want to choose these sales if I did with projects then I can go with the project stages 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 offer it various various colors we likewise 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 job search financier fundraising others property assistance and customized So within our assistance you can see we have actually inbound assigned dealing with resolved and sound this is really respectable and we likewise have custom 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 on create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will simply 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 fall and we have manage stage or rename so as I proceed 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 just call it new and click enter so now you can see we have one lead created let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new 2 we can actually open this up in a 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 two leads then let’s state there was a called too there’s one working out so I’ll just merely click on brand-new now as soon as you produce a lead we can actually click here and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed remember and after that we have invite colleagues so from here I can welcome the team members we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re finished with this you can actually click on go into 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 gotten in touch with 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 perform 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 alternative we have these 3 dots where we can discover these stages Combinations and automation this is one of the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can switch 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 developed we will even have our merge emails now with our so this is the combine e-mail and with combine email what happens is I can actually develop a follow-up e-mails and different storage e-mails 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 beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I’ve worked with many clients, handled numerous tasks concurrently, and kept a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my mission for a service, I explored numerous platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily count on e-mail interaction. Here are some crucial 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, giving you a clear summary of your interactions with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to monitor the development and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from list building to project completion.
You can classify contacts, produce custom-made phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share important emails, and team up in real-time, enhancing efficiency and making sure everyone stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can create design templates for common e-mail responses, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to incorporate with other tools and develop customized options.
This flexibility enables freelance journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application development tasks, from ideation to deployment.
You can create custom-made stages for different advancement stages, assign tasks to employee, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and customization.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more cost effective solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email communication.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. offers a instinctive and economical service that effortlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might 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 a author, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.