As an experienced freelance reporter, I comprehend the obstacles of handling projects. Basecamp 3 Streak Crm Integrations …tracking leads, and nurturing client relationships. For many years, I’ve explore numerous tools to simplify my workflow and improve effectiveness. One tool that has really changed my hiring process. In this article, I will explore the advantages of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to use Basecamp 3 Streak Crm Integrations for your customer relations cooperation interaction and a lot more so let’s get into it firstly you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total beginner it will help you tailor a best procedure for your team and you will be able to get your work done now let’s really enter into the process now is offered as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this alternative 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 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 just sign in ensure to sign.
into the very 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 merely scroll down and click allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails 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 combines so you can see this is like our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead called pitched demo working out close phone closed uh you understand 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 top priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage 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 stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually select different colors for each of the stages but I believe all of these are in fact already produced so this is in fact pretty excellent what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of 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 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 free type a date check box drop down General e-mail email 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 really missing out on and I’ll really reorganize and put the notes here alright email thread count close date fine company’s size deal size and Company size alright let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have developed by date created followers and more so I in fact wish to choose the created.
by or perhaps the fans due to the fact that I want to keep an eye on my team members that are actually following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives available within streak is actually among the most convenient and one of the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t want to choose these sales if I finished with tasks then I can opt for the task 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 also provide it different various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others property assistance and customized So within our support you can see we have incoming designated working on resolved and noise this is in fact respectable and we also have customized where I can in fact start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click on this fall and we have manage stage or relabel so as I continue as I add different 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 add 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 brand-new and click enter so now you can see we have one lead developed let’s say that there is really 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 include another lead let’s call it brand-new 2 we can actually open this up in a brand-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 say there was a gotten in touch with too there’s one negotiating so I’ll just merely click brand-new now as soon as you produce a lead we can in fact click here and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can welcome the team members we have add columns we have emails files and comments you can change to the emails and it will show you the e-mails 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.
attachments so this is how you develop a lead within your when you’re done 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 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 various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge e-mail and with merge email what occurs is I can really develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is really simple you can get started for free by simply adding the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to 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 have actually worked with various clients, managed numerous projects concurrently, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my mission for an option, I explored various platforms but found 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 customer relationship management tool that effortlessly integrates with Gmail, making it ideal for independent journalists who heavily depend on email interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails easily, providing you a clear overview of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to handle and monitor the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from lead generation to project conclusion.
You can classify contacts, create customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with partnership by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important emails, and team up in real-time, boosting performance and making sure everybody stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software development. Here’s how:.
supplies a robust API and substantial developer documentation, making it simple to integrate with other tools and develop customized solutions.
This flexibility permits self-employed journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement projects, from ideation to deployment.
You can develop custom phases for various development stages, assign tasks to team members, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use functions, decreasing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and customization.
Affordable service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more affordable option, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance reporter, managing your hiring process and client relationships is paramount to your success. offers a intuitive and budget friendly service that effortlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.