As a seasoned freelance journalist, I comprehend the obstacles of managing tasks. Sync Icalendar With Streak Crm …tracking leads, and nurturing client relationships. For many years, I’ve explore numerous tools to streamline my workflow and enhance effectiveness. One tool that has truly transformed my hiring procedure. In this post, I will explore the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be revealing you how to use Sync Icalendar With Streak Crm for your client relations cooperation communication and much more so let’s get into it first off you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add 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 fantastic and I’ll show you how to do that as a complete beginner it will assist 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 offered 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 select this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 simply sign in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click 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 upgraded reply and then we have this 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 control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options first of all we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will give your stage a name let’s say that you really wished to create another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact choose different colors for each of the stages but I believe all of these are really currently created so this is really quite excellent what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate 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 various fields that you want so you will click on this plus here and we have free type a date check box drop down General e-mail email 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 opt for this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date okay business’s size offer size and Business size okay let’s get rid of the company size and I’m gon na actually discover something else within the general where we have actually created by date produced followers and more so I really wish to opt for the developed.
by or possibly the fans since I want to track my team members that are really following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options offered within streak is actually among the easiest and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my job again if I didn’t wish to choose these sales if I made with jobs then I can opt for the task 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 various various colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others realty support and custom-made So within our assistance you can see we have actually inbound designated dealing with dealt with and sound this is really pretty good and we likewise have custom-made where I can actually start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to go with 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 respectable now I will be able to add my Lead Series so you can really click on this drop down and we have handle stage or relabel so as I continue as I include different 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 on 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 enter so now you can see we have one lead developed let’s state that there is in fact 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 brand-new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a called as well there’s one negotiating so I’ll just merely click on brand-new now when you create a lead we can actually click on this link 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 different columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can welcome the team members we have add columns we have emails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re made with this you can really click go into and it will be closed now it will reveal 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 gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail really quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge e-mail and with combine email what happens is I can in fact develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly simple you can get going for free by simply including the combination and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it associates with. As an independent reporter, I’ve worked with various clients, handled multiple jobs at the same time, and maintained a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a service, I explored different platforms but 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed reporters who greatly count on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your emails effortlessly, providing you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from list building to job completion.
You can categorize contacts, produce custom-made phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important emails, and work together in real-time, enhancing efficiency and ensuring everybody stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for common email actions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and construct custom solutions.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to deployment.
You can develop custom-made phases for different advancement phases, appoint jobs to team members, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable solution, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent reporter, managing your hiring procedure and customer relationships is critical to your success. offers a intuitive and inexpensive service that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.