As a skilled freelance journalist, I understand the obstacles of handling jobs. Streak Microsoft Crm Integration …tracking leads, and nurturing client relationships. Throughout the years, I’ve try out numerous tools to streamline my workflow and improve efficiency. One tool that has genuinely reinvented my hiring process. In this article, I will explore the advantages of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to utilize Streak Microsoft Crm Integration for your consumer relations cooperation communication and far more so let’s enter into it firstly you need to go to streak.com and you will arrive on this site right here now is a sort 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 really fantastic and I’ll reveal you how to do that as a complete novice it will assist you tailor an ideal process for your team and you will have the ability to get your work done now let’s really enter into the process now is readily available as an extension and it’s completely free so when you get to the website you’ll get this alternative here which is contribute 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 on contribute 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 merely sign in make sure to sign.
into the exact same Gmail that you have actually 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 allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting 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 combines so you can see this resembles our new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have 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 email last e-mail from lead Source concern market offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will provide your phase a name let’s state that you actually wanted to create 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 offer it your color so we can actually choose various colors for each of the stages however I believe all of these are in fact currently developed so this is in fact pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just opt for 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 demonstration here and then we have working out with negotiating I can opt for 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 this plus here and we have complimentary form 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 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 choose this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here all right email thread count close date alright business’s size deal size and Company size all right let’s eliminate the business size and I’m gon na actually find something else within the general where we have actually produced by date developed fans and more so I actually wish to opt for the created.
by or perhaps the fans because I wish to track my employee that are in fact following this so I will you know 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 offered within streak is really among the easiest and among the most uh you know versatile out there it’s very easy to use with templates we have jobs too within my task again if I didn’t want to go for these sales if I made with tasks then I can go with the project phases right here and 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 various various colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search financier fundraising others property assistance and customized So within our assistance you can see we have incoming assigned working on solved and noise this is actually pretty good and we also have custom where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on create now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can really click on this fall and we have handle stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability 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 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 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 in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can really click here and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have include 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 then 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 produce a lead within your when you’re made with this you can actually click on enter and it will be closed now it will show you something like this we have all of our information collected 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 select different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very 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 change to our simple Gmail extremely easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge email and with combine e-mail what happens is I can really create a follow-up emails and different storage emails here and we have active advises so using is truly simple you can get started free of charge by simply adding the integration and now you understand how to utilize as a complete newbie don’t.
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 associates with. As a self-employed journalist, I have actually worked with numerous customers, handled multiple jobs at the same time, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a service, I checked out different platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who greatly rely on email communication. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, providing you a clear summary of your communications with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from lead generation to job completion.
You can categorize contacts, develop customized stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, enhancing productivity and ensuring everybody remains on the exact same page.
Personalized Workflows:.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can develop design templates for typical email responses, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and build customized services.
This flexibility permits self-employed reporters with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to release.
You can produce customized phases for different advancement stages, designate jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, lessening the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
offers a more budget friendly option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
Conclusion:.
As a self-employed reporter, handling your hiring process and client relationships is critical to your success. offers a budget-friendly and intuitive solution that effortlessly integrates with Gmail, allowing you to enhance your operations and concentrate 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 an ideal choice for freelance journalists.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.