As a skilled freelance journalist, I understand the obstacles of managing projects. Linkedin Streak Crm Integration …tracking leads, and supporting customer relationships. Over the years, I’ve experimented with different tools to simplify my workflow and improve effectiveness. One tool that has actually truly revolutionized my hiring procedure. In this article, I will explore the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be revealing you how to utilize Linkedin Streak Crm Integration for your customer relations collaboration communication and a lot more so let’s enter into it firstly 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 add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete beginner it will help you tailor a perfect process for your team and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s completely free so once you get to the website you’ll get this alternative here which is add 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 on add to Chrome click ADD extension and your extension will be added alright it’s done and now it is contributing 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 just check in make sure to sign.
into the very same Gmail that you have included the uh you know 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 easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that 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 produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click new pipeline here and we have various alternatives 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 a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size business 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 this Plus on top and you will provide your stage a name let’s state that you really wanted to create another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose different colors for each of the stages but I believe all of these are in fact already developed so this is actually pretty excellent what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and then 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 different fields that you desire so you will click on this plus here and we have totally free type a date check box drop down General email email tracking task 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 really missing out on and I’ll actually reorganize and put the notes here all right e-mail thread count close date alright business’s size offer size and Business size all right let’s eliminate the company size and I’m gon na actually find something else within the general where we have produced by date developed fans and more so I in fact wish to go for the produced.
by or perhaps the followers since I wish to keep an eye on my team members that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of options offered within streak is actually one of the simplest and among the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t wish to choose these sales if I did with tasks then I can go with the task 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 provide it various various colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others realty support and customized So within our assistance you can see we have incoming appointed dealing with fixed and noise this is actually respectable and we also have custom-made where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click 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 develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this fall and we have manage phase or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to include 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 brand-new and click go into so now you can see we have actually one lead developed let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two 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 this way now you can see we have 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just merely click brand-new now once you develop a lead we can in fact click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have invite teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even submit files and then 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.
attachments so this is how you produce a lead within your as soon as you’re made with this you can actually click go into and it will be closed now it will reveal 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 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 as well uh one more thing with srix on top you will be able to see we have private option we have these three dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files likewise 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 easy Gmail very quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine e-mail and with combine email what happens is I can actually create a follow-up emails and various storage emails here and we have active instructs so using is really easy you can begin for free by simply adding the combination and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a self-employed reporter, I have actually dealt with numerous customers, handled numerous jobs at the same time, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for a service, I checked out numerous platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize 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 handle and keep an eye on the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, create customized stages, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important emails, and collaborate in real-time, boosting efficiency and making sure everyone stays on the same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can develop design templates for common e-mail responses, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and comprehensive designer documentation, making it simple to integrate with other tools and construct custom-made options.
This versatility allows freelance reporters with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can produce custom-made stages for different development phases, assign jobs to employee, and track development efficiently.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
provides a more inexpensive service, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
Conclusion:.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. offers a economical and instinctive solution that flawlessly integrates with Gmail, enabling you to improve your operations and concentrate 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 option for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.