As a seasoned freelance journalist, I understand the obstacles of managing jobs. Streak Outlook Log To Crm …tracking leads, and supporting client relationships. For many years, I’ve explore different tools to streamline my workflow and enhance effectiveness. One tool that has truly changed my hiring process. In this post, I will delve into the benefits of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to utilize Streak Outlook Log To Crm for your consumer relations collaboration communication and much more so let’s get into it to start with you need to go to streak.com and you will land on this site 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 incredible and I’ll reveal you how to do that as a total newbie it will help you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s really get into the procedure now is available as an extension and it’s completely free so as soon as you get to the site you’ll get this alternative here which is contribute 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 add to Chrome click ADD extension and your extension will be included fine 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 simply check in ensure to sign.
into the exact 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 merely scroll down and click permit 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 viewed all tracked emails and updated 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 resembles our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices first off we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size company 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 on this Plus on top and you will give your phase a name let’s state that you in fact wanted to create another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact select different colors for each of the stages however I think all of these are really already produced so this is in fact pretty remarkable what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating with negotiating I can go with 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 this plus here and we have totally free type a date check box fall General email email tracking task calls and meetings 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 choose this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here all right email thread count close date all right company’s size deal size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have actually created by date created followers and more so I actually want to go for the produced.
by or maybe the followers due to the fact that I want to keep track of my employee that are actually 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 alternatives available within streak is actually one of the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my job again if I didn’t wish to go for these sales if I finished with jobs then I can go with the job phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various different colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others property assistance and custom So within our support you can see we have inbound assigned working on resolved and sound this is actually pretty good and we likewise have custom-made where I can actually 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 create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage phase or relabel 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 ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on get in so now you can see we have one lead produced let’s state that there is really 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 brand-new two 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 by doing this now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just merely click brand-new now when you produce a lead we can actually click here and it will now open up 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 created remember and after that we have invite teammates so from here I can welcome the employee 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 again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your once 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 collected 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 as well uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can discover these phases Integrations and automation this is among the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail very quickly 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 combine e-mails now with our so this is the merge email and with combine e-mail what takes place is I can actually produce a follow-up emails and different storage e-mails here and we have active advises so using is really easy you can begin totally free by just adding the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a freelance journalist, I’ve dealt with numerous clients, managed multiple jobs simultaneously, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for an option, I checked out various platforms however discovered them to be either too complicated or too expensive 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 customer relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to manage and monitor the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from lead generation to project conclusion.
You can classify contacts, create custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important e-mails, and work together in real-time, enhancing efficiency and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive designer paperwork, making it easy to integrate with other tools and develop custom-made solutions.
This flexibility enables independent journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to release.
You can create custom-made phases for various advancement phases, appoint tasks to staff member, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable service, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email interaction.
As an independent reporter, managing your hiring process and customer relationships is critical to your success. offers a instinctive and budget-friendly option that effortlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.