As an experienced freelance journalist, I understand the difficulties of managing tasks. Add Person To Streak Free Crm …tracking leads, and supporting customer relationships. Over the years, I’ve explore different tools to improve my workflow and improve efficiency. One tool that has truly transformed my hiring process. In this post, I will delve into the advantages 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 use for newbies hey guys welcome back in this video I will be revealing you how to use Add Person To Streak Free Crm for your customer relations collaboration interaction and far more so let’s enter it first off you require to go to streak.com and you will arrive at this site right here now is a type 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 total novice it will assist you customize a best process for your team and you will be able to get your work done now let’s in fact get into the process now is available as an extension and it’s entirely complimentary so when you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to pick 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 included alright 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 just check in make sure to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this brand-new choice 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 new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click 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 actually a lead called pitched demo negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will provide your stage a name let’s say that you really wanted to develop another um you understand phase 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 in fact pick different colors for each of the stages but I think all of these are really currently produced so this is actually pretty impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact 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 this plus here and we have free kind a date check box drop down General e-mail email tracking task 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 in fact missing and I’ll really reorganize and put the notes here all right email thread count close date okay business’s size offer size and Company size fine let’s eliminate the company size and I’m gon na really discover something else within the general where we have created by date developed fans and more so I in fact wish to opt for the developed.
by or perhaps the followers due to the fact that I wish to keep an eye on my team members that are in fact following this so I will you know 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 alternatives available within streak is really among the simplest and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my job once again if I didn’t wish to go for these sales if I finished with jobs then I can go with the job stages right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also offer it different different colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others property support and customized So within our support you can see we have incoming designated dealing with fixed and sound this is really pretty good and we also have customized where I can actually start something from the scratch totally according to my business for me we merely have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on develop now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click this drop down and we have handle phase 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 have the ability to include it click on the top here include a box so click ADD box here and I’m going to include 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 created 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 new I’m going to include 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 gotten in touch with also 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 different fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have emails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and after that 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 as soon as you’re done with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can find these phases Combinations and automation this is among the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what happens is I can actually produce a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually easy you can get going for free by just including the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it associates with. As a self-employed journalist, I’ve worked with many clients, handled several jobs all at once, and kept an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a service, I checked out numerous platforms however discovered them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for independent reporters who heavily count on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, offering you a clear summary of your communications with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to manage and monitor the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from lead generation to job completion.
You can categorize contacts, produce custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, enhancing efficiency and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can develop templates for typical e-mail responses, schedule follow-ups, and established reminders, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial developer paperwork, making it simple to integrate with other tools and build custom solutions.
This flexibility permits freelance journalists with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to release.
You can develop custom stages for various development phases, designate tasks to employee, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly functions, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail communication.
As a freelance journalist, managing your hiring process and customer relationships is vital to your success. deals a instinctive and economical option that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, author, or editor 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 impact of Streak CRM in your freelance journalism endeavors.