As a skilled freelance reporter, I comprehend the obstacles of managing jobs. Postgresql Streak Crm Integration …tracking leads, and nurturing customer relationships. Over the years, I have actually try out different tools to streamline my workflow and improve effectiveness. One tool that has actually really reinvented my hiring procedure. In this post, I will delve into the advantages of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to utilize Postgresql Streak Crm Integration for your client relations collaboration interaction and a lot more so let’s get into it first off you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total novice it will help you personalize an ideal procedure for your team and you will be able to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely totally free so once you get to the website you’ll get this option 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 add to Chrome click on ADD extension and your extension will be included fine it’s done and now it is adding 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 merely check in make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and upgraded reply and then we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead called pitched demo negotiating close phone closed uh you understand 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 priority market deal 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 on top and you will give your phase a name let’s say that you actually wished to develop another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact select different colors for each of the stages however I think all of these are in fact already created so this is really quite outstanding what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the exact 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 really let’s get rid of the demonstration here and then we have negotiating with negotiating I can choose 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 different fields that you desire so you will click on this plus here and we have complimentary form a date check box drop down General e-mail email tracking job calls and meetings so I don’t 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 opt for this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here fine email thread count close date all right company’s size offer size and Business size okay let’s get rid of the company size and I’m gon na really discover something else within the general where we have produced by date developed followers and more so I really wish to go for the created.
by or possibly the fans because I want to keep an eye on my employee 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 desired for my pipeline now you can see there are a great deal of options available within streak is in fact one of the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have projects too within my job once again if I didn’t wish to go for these sales if I finished with projects then I can opt for the task phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise offer it different different colors we also have business Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others real estate support and customized So within our assistance you can see we have actually inbound assigned dealing with fixed and noise this is really respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we just 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 an employee so I’m going to go with 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 have the ability to add my Lead Series so you can actually click this fall and we have manage stage or relabel so as I continue as I include 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 on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on enter so now you can see we have actually one lead created let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner 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 on brand-new now as soon as you create a lead we can really click on this link and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re done with this you can really click go into and it will be closed now it will show you something like this we have all of our data gathered 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 various 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 be able to see we have private option we have these three dots where we can discover these phases Combinations and automation this is one of the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail extremely easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with merge email what takes place is I can really produce a follow-up emails and different storage emails here and we have active advises so utilizing is actually easy you can get going free of charge by simply including the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I have actually worked with various customers, managed several jobs at the same time, and kept an extensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for a solution, I explored various platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who heavily depend on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to manage and monitor the development of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to project conclusion.
You can classify contacts, develop custom phases, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates cooperation by permitting you to share pipelines and interact with team members within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, enhancing efficiency and guaranteeing everybody stays on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce design templates for typical email responses, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to integrate with other tools and build custom options.
This versatility permits self-employed journalists with coding skills to extend the performance of and customize it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to release.
You can develop custom-made stages for different advancement phases, appoint jobs to staff member, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email interaction.
As an independent reporter, handling your hiring procedure and customer relationships is paramount to your success. offers a cost effective and user-friendly service that flawlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.