As a seasoned freelance reporter, I understand the challenges of handling jobs. Integration With Google Drive And Streak Crm …tracking leads, and nurturing customer relationships. For many years, I’ve explore numerous tools to enhance my workflow and improve efficiency. One tool that has really revolutionized my hiring procedure. In this article, I will explore the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be showing you how to use Integration With Google Drive And Streak Crm for your consumer relations partnership interaction and a lot more so let’s get into it first of all you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total newbie it will help you personalize a perfect process for your team and you will be able to get your work done now let’s in fact enter the process now is readily available as an extension and it’s entirely totally free so as soon as you get to the site 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 add to Chrome click on ADD extension and your extension will be added all right 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 simply sign in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit 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 seen all tracked emails and upgraded 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 combines so you can see this resembles our brand-new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s really do that you will click new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will provide your phase a name let’s say that you actually wanted to develop another um you understand stage here for instance 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 pick different colors for each of the stages but I believe all of these are actually currently developed so this is in fact pretty excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and then we have working out with negotiating I can go with 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 want so you will click on this plus here and we have complimentary form a date check box drop down General email email tracking job calls and meetings 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 opt for this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Business size okay let’s eliminate the company size and I’m gon na really discover something else within the basic where we have produced by date produced followers and more so I really wish to go for the developed.
by or perhaps the followers because I want to keep track of 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 desired for my pipeline now you can see there are a lot of choices available within streak is really one of the simplest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t want to choose these sales if I did with jobs then I can opt for the job phases 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 different different colors we likewise 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 investor fundraising others realty support and custom-made So within our support you can see we have inbound appointed working on solved and sound this is actually respectable and we also have customized where I can in fact start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have manage phase or rename so as I proceed as I include different leads here what I I will do is I’ll just merely 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 add a box in the lead area here and let’s just call it brand-new and click get in so now you can see we have actually one lead developed let’s state that there is really 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 add another lead let’s call it new 2 we can in fact 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 say there was a gotten in touch with too there’s one negotiating so I’ll just simply click new now once you create a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can welcome the employee we have add columns we have e-mails files and remarks 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 then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re made with this you can actually 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 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 carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create 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 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 developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what happens is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can begin totally free by simply adding the integration and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As an independent reporter, I have actually worked with many customers, managed multiple projects simultaneously, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a solution, I explored numerous platforms however discovered them to be either too intricate 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 integrates with Gmail, making it ideal for freelance reporters who greatly count on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it simple to handle and monitor the progress of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from list building to project completion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share crucial e-mails, and team up in real-time, boosting productivity and ensuring everybody remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create design templates for common email reactions, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documentation, making it simple to integrate with other tools and develop customized solutions.
This versatility permits independent reporters 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 adjusted to manage software application development tasks, from ideation to deployment.
You can produce custom-made phases for various advancement stages, appoint jobs to staff member, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget-friendly solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more extensive suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring process and client relationships is vital to your success. deals a intuitive and affordable option that flawlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material developer, 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.