As an experienced freelance journalist, I comprehend the challenges of managing jobs. Streak Crm Office 365 Integration …tracking leads, and nurturing client relationships. For many years, I’ve explore various tools to improve my workflow and improve efficiency. One tool that has truly changed my hiring process. In this article, I will delve into the advantages of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to use Streak Crm Office 365 Integration for your client relations cooperation interaction and much more so let’s get into it first off you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal 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 actually enter into the process now is readily available as an extension and it’s totally totally free so as soon as you get to the site you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be added all right 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 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 access and we’re gon na merely scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails 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 have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s really do that you will click new pipeline here and we have various options firstly we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wanted to create another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually pick various colors for each of the stages but I think all of these are in fact already created so this is in fact quite remarkable what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are kind of like the 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 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have complimentary kind a date check box drop down General email e-mail tracking task calls and conferences so I do not 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 go with this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here okay e-mail thread count close date okay company’s size offer size and Business size fine let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have created by date produced fans and more so I really want to choose the created.
by or perhaps the fans due to the fact that I want to track my team members that are in fact 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 lot of choices available within streak is really among the simplest and among the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my job once again if I didn’t want to go for these sales if I did with tasks then I can go with the project stages right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also provide it different different colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others realty assistance and customized So within our support you can see we have actually incoming designated dealing with fixed and noise this is in fact pretty good and we also have custom-made where I can actually start something from the scratch completely according to my company for me we simply have the sales so I’m gon na go with 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 opt for the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click this fall and we have manage phase or relabel so as I proceed as I add various 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 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 on enter so now you can see we have one lead developed let’s say that there is actually 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 new two we can in fact open this up in a 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 two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click on new now when you create 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 developed and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the comments at the top here 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 made with this you can really click get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one contacted 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 on top you will be able to see we have private alternative we have these 3 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 actually incorporate um other apps within yourr transfer data for notices for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce 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 basic Gmail very quickly from here and it will likewise 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 combine email and with combine email what happens is I can in fact create a follow-up emails and different storage emails here and we have active instructs so utilizing is actually easy you can begin for free by simply including the combination and now you know how to use as a complete beginner do not.
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 relates to. As a freelance reporter, I have actually worked with various clients, handled several tasks simultaneously, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my mission for an option, I explored different platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent reporters who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange 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 simple to manage and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from lead generation to project completion.
You can categorize contacts, produce customized phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in collaboration by permitting you to share pipelines and interact with employee within the platform.
You can appoint tasks, share crucial e-mails, and team up in real-time, enhancing performance and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop templates for typical email reactions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial developer documents, making it simple to integrate with other tools and develop custom-made solutions.
This versatility permits independent reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to implementation.
You can produce custom phases for different advancement stages, designate tasks to team members, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable option, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. deals a instinctive and affordable service that seamlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.