As a skilled freelance reporter, I understand the challenges of handling tasks. How To Integrate Streak Crm With Google Calendar …tracking leads, and nurturing client relationships. Over the years, I’ve try out numerous tools to simplify my workflow and improve performance. One tool that has actually truly reinvented my hiring procedure. In this post, I will explore the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be revealing you how to use How To Integrate Streak Crm With Google Calendar for your client relations partnership communication and a lot more so let’s get into it first of all you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually 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 a best process for your group and you will have the ability to get your work done now let’s in fact get into the process now is offered as an extension and it’s entirely totally free so once you get to the site you’ll get this alternative here which is add to Chrome and you’re.
going to select 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 ADD extension and your extension will be added fine it’s done and now it is adding 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 very same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this 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 combines so you can see this resembles our new dashboard 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 hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click new pipeline here and we have various choices to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead gotten in touch with 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 email from lead Source concern market offer size company size close rate email thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will provide your stage a name let’s state that you in fact wished to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually pick various colors for each of the stages however I believe all of these are actually already created so this is actually quite remarkable 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 kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo 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 desire so you will click this plus here and we have complimentary kind a date check box drop down General email e-mail tracking job 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 choose this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here all right e-mail thread count close date alright company’s size deal size and Business size alright let’s eliminate the company size and I’m gon na really find something else within the basic where we have developed by date created fans and more so I in fact wish to go for the produced.
by or maybe the fans because I want to monitor my staff member that are actually following this so I will you know 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 lot of choices readily available within streak is actually among the simplest and among the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my project once again if I didn’t wish to opt for these sales if I finished with jobs then I can opt for the project phases right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it various various colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search financier fundraising others real estate assistance and custom-made So within our support you can see we have actually inbound designated dealing with fixed and noise this is in fact pretty good and we also have custom where I can in fact start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will just take a second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have handle phase or relabel so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click go into 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 brand-new I’m going to add another lead let’s call it brand-new 2 we can really 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 contacted as well there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced remember and after that we have welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re finished with this you can actually click on enter 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what occurs is I can really create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is really easy you can begin for free by simply including the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a self-employed reporter, I have actually worked with many clients, handled numerous jobs at the same time, and kept a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to improve my operations.
In my quest for a solution, I checked out various platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who greatly rely on e-mail communication. Here are some essential advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to job completion.
You can categorize contacts, produce custom-made phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share important e-mails, and team up in real-time, enhancing performance and making sure everyone stays on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can produce design templates for common email actions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses 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 custom-made services.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to implementation.
You can create custom phases for various development stages, appoint tasks to team members, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical service, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
As a self-employed reporter, managing your hiring procedure and customer relationships is vital to your success. offers a budget-friendly and instinctive solution that effortlessly incorporates with Gmail, enabling you to streamline your operations and concentrate 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 option for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.