As a seasoned freelance journalist, I comprehend the challenges of handling projects. Streak Crm Sync With Exchange …tracking leads, and supporting customer relationships. Over the years, I’ve try out numerous tools to improve my workflow and enhance efficiency. One tool that has actually genuinely changed my hiring process. In this post, I will explore the benefits of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to use Streak Crm Sync With Exchange for your customer relations cooperation interaction and much more so let’s enter into it firstly you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total novice it will assist you personalize an ideal procedure for your group and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s totally complimentary so once you get to the site 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 on add to Chrome click on ADD extension and your extension will be added fine 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 merely check in ensure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen 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 merges so you can see this resembles our new dashboard for here I’ll have the ability to create a 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 really do that you will click new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demo working out 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 business 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 provide your phase a name let’s state that you actually wished to develop another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually choose different colors for each of the stages however I believe all of these are really currently produced so this is really quite excellent what I will do is I will actually get rid of this one and if you seem 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 demo two what I’ll do is actually let’s get rid of the demonstration 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 various fields that you desire so you will click this plus here and we have complimentary type a date check box drop down General e-mail email tracking job 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 in fact missing and I’ll actually rearrange and put the notes here alright email thread count close date all right company’s size offer size and Business size okay let’s get rid of the business size and I’m gon na actually find something else within the general where we have developed by date developed fans and more so I really want to choose the produced.
by or perhaps the fans since I want to keep an eye on 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 options readily available within streak is in fact among the easiest and one of the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my project again if I didn’t want to go for these sales if I made with projects then I can go with the task phases right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise offer it different various colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search financier fundraising others real estate support and custom-made So within our assistance you can see we have incoming designated working on dealt with and sound this is actually respectable and we also have customized where I can really start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click on develop private 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 produce 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 include my Lead Series so you can actually click on this drop down and we have handle phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it 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 add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two 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 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click on new now as soon as you develop 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 produced and we have all of these various columns we have the fields that we created remember and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and after that 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 create a lead within your when you’re made with this you can in fact click on 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 2 leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can really produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually simple you can get started for free by just adding the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it connects to. As a self-employed reporter, I have actually worked with many customers, handled several projects simultaneously, and kept a substantial network of contacts. Juggling these duties 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 but found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who heavily count on email communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to manage and keep track of the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from lead generation to project completion.
You can classify contacts, create custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
helps with cooperation by allowing you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial e-mails, and team up in real-time, enhancing efficiency and making sure everybody stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can develop design templates for typical email actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and develop custom options.
This flexibility permits independent journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software development projects, from ideation to implementation.
You can create customized phases for different advancement phases, assign tasks to team members, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, decreasing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget friendly solution, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring process and customer relationships is vital to your success. deals a budget friendly and intuitive service that flawlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.