As a seasoned freelance reporter, I understand the challenges of managing jobs. How To Connect Google Calendar To Streak Crm …tracking leads, and nurturing customer relationships. Throughout the years, I’ve experimented with numerous tools to enhance my workflow and enhance efficiency. One tool that has really changed my hiring procedure. In this post, I will explore the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to utilize How To Connect Google Calendar To Streak Crm for your customer relations cooperation interaction and much more so let’s enter it first of all you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete newbie it will assist you personalize a best process for your group and you will be able to get your work done now let’s really enter the process now is readily available as an extension and it’s entirely totally free so as soon as you get to the website 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 on ADD extension and your extension will be added okay 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 sure to sign.
into the 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 simply 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 recently seen all tracked emails and updated 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 is like our brand-new dashboard for here I’ll be able 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 new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo negotiating 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 email last e-mail from lead Source priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will give your stage a name let’s say that you actually wanted to produce another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really pick different colors for each of the stages but I think all of these are actually already developed so this is really 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 sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have working out with negotiating I can choose 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 form 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 go with this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here all right email thread count close date alright business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually created by date created fans and more so I in fact want to choose the developed.
by or perhaps the fans due to the fact that I want to keep track of my team members 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 choices readily available within streak is really one of the most convenient and among the most uh you know flexible out there it’s really easy to use with templates we have projects too within my job again if I didn’t wish to go for these sales if I finished with projects then I can choose the project phases right here and 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 give it different various colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others property assistance and custom So within our support you can see we have incoming appointed dealing with dealt with and noise this is in fact respectable and we also have custom where I can really start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on produce now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle stage 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 have the ability to add it click on 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 simply call it new and click get in so now you can see we have one lead developed 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 new I’m going to add another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click brand-new now as soon as you produce a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and after that we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even upload 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 create a lead within your when you’re finished with this you can in fact click get in 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 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 deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for alerts for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is actually simple you can get going for free by simply adding the combination and now you understand 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 offer some context about my career and how it relates to. As a freelance journalist, I’ve worked with numerous clients, handled multiple tasks at the same time, and kept a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for an option, I explored numerous platforms however 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 client relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to task conclusion.
You can categorize contacts, develop customized phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial emails, and collaborate in real-time, improving productivity and ensuring everybody stays on the same page.
Adjustable Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can create templates for typical email responses, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive developer paperwork, making it easy to integrate with other tools and build customized options.
This versatility permits independent reporters with coding skills to extend the functionality of and customize it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to implementation.
You can create custom phases for various development stages, appoint jobs to staff member, and track progress efficiently.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Cost:.
offers a more economical option, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
Conclusion:.
As a self-employed reporter, managing your hiring process and customer relationships is critical to your success. offers a inexpensive and instinctive option that effortlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.