As an experienced freelance reporter, I comprehend the obstacles of handling projects. Streak Crm Eventbrite Integrations …tracking leads, and supporting client relationships. Throughout the years, I’ve try out different tools to simplify my workflow and enhance performance. One tool that has actually genuinely revolutionized my hiring procedure. In this post, I will explore the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to use Streak Crm Eventbrite Integrations for your consumer relations collaboration communication and far more so let’s get into it firstly you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete newbie it will assist you customize a best procedure for your group 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 entirely totally free so when you get to the site 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 contribute to Chrome click ADD extension and your extension will be included 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 ensure to sign.
into the 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 just scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new alternative 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 is like our new control panel for here I’ll have the ability to create 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 produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have different choices first off we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will offer your stage a name let’s say that you really wished to produce another um you know 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 various colors for each of the stages however I believe all of these are in fact already developed 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 believe pitched and demonstration are sort of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demo here and then we have negotiating 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 this plus here and we have totally free form a date check box fall General e-mail e-mail tracking task 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 go with this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here okay e-mail thread count close date fine company’s size offer size and Business size alright let’s get rid of the business size and I’m gon na really find something else within the basic where we have actually created by date developed fans and more so I in fact wish to opt for the produced.
by or perhaps the followers because I wish to keep track of my staff member that are really 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 lot of alternatives readily available within streak is actually one of the simplest and one of the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project once again if I didn’t wish to opt for these sales if I made with tasks then I can go with the job phases right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise offer it different different colors we also have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others realty support and custom So within our support you can see we have actually inbound appointed working on fixed and sound this is actually respectable and we likewise have customized where I can really start something from the scratch totally according to my service for me we simply have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on develop 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 be able to include my Lead Series so you can really click this fall and we have manage phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click get in so now you can see we have actually one lead produced let’s state that there is actually closed one so I’m going to include 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 in this manner now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just simply click on brand-new now as soon as you create a lead we can really click here and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and then we have welcome teammates so from here I can invite the staff member we have add columns we have emails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even upload 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.
attachments so this is how you produce a lead within your when you’re done with this you can in fact 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 2 leads one called 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 carry out bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal option we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our easy Gmail very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what happens is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly simple you can start totally free by just adding the integration and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I’ve worked with numerous customers, handled multiple jobs simultaneously, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to simplify my operations.
In my quest for a service, I explored different platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I found, 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 freelance journalists who greatly depend on email interaction. Here are some key advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, offering you a clear introduction of your interactions with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to manage and keep track of the progress of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to project completion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential emails, and team up in real-time, improving productivity and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce templates for typical email actions, schedule follow-ups, and established pointers, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive designer documents, making it easy to incorporate with other tools and develop custom-made options.
This versatility allows self-employed journalists with coding skills to extend the functionality of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to implementation.
You can produce customized phases for different advancement stages, assign jobs to employee, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. offers a cost effective and user-friendly service that perfectly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, editor, or content 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 ventures.