As a skilled freelance reporter, I understand the challenges of handling tasks. Streak Crm Free Attach Deal To Company …tracking leads, and supporting customer relationships. Over the years, I have actually experimented with various tools to simplify my workflow and improve performance. One tool that has genuinely transformed my hiring process. In this article, I will explore the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to use Streak Crm Free Attach Deal To Company for your client relations partnership interaction and a lot more so let’s enter into it to start with 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 basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total newbie it will assist you customize a best procedure for your group and you will be able to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s totally free so once you get to the website 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 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 simply sign in make sure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit 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 emails and upgraded reply and then we have this new option 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 is like our new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices firstly 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 demo working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will give your stage a name let’s say that you really wished to produce another um you know stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually pick various colors for each of the stages however I think all of these are in fact already created so this is in fact quite impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we just go with 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 after that we have negotiating with negotiating I can go with 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 desire so you will click this plus here and we have free kind a date check box drop down General e-mail e-mail tracking job calls and meetings 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 go with this one here this is the field that was in fact missing and I’ll actually reorganize and put the notes here alright e-mail thread count close date all right business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have created by date developed followers and more so I really wish to opt for the produced.
by or maybe the fans due to the fact that I want to keep an eye on my staff member 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 desired for my pipeline now you can see there are a lot of alternatives offered within streak is in fact among the easiest and among the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t want to go for these sales if I finished with jobs then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it various different colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others realty support and custom So within our support you can see we have actually incoming appointed working on solved and sound this is actually pretty good and we also have custom-made where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na go with the sales here and click on develop 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 on create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click on this fall and we have manage stage or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include 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 simply call it brand-new and click on go into so now you can see we have actually one lead developed let’s say 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 brand-new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click brand-new now when you develop a lead we can really click here and it will now open the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can switch to the emails 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 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 when you’re finished with this you can really click get in and it will be closed now it will reveal 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 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 perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our basic 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 actually produced we will even have our combine e-mails now with our so this is the merge email and with combine email what takes place is I can actually produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is truly easy you can get going for free by simply adding the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I have actually worked with numerous customers, managed several jobs simultaneously, and preserved a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my mission for a service, I checked out numerous platforms however found them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent journalists who heavily rely on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, giving you a clear introduction of your communications with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to monitor the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from list building to task completion.
You can classify contacts, produce custom stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, improving productivity and guaranteeing everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create design templates for typical email responses, schedule follow-ups, and established suggestions, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
provides a robust API and extensive developer documents, making it easy to incorporate with other tools and develop custom solutions.
This versatility allows independent journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software advancement projects, from ideation to release.
You can develop customized phases for different development phases, designate tasks to team members, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use functions, decreasing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email companies.
Comparison 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:.
offers a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring process and customer relationships is critical to your success. deals a user-friendly and inexpensive solution that perfectly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.