As a seasoned freelance reporter, I understand the difficulties of handling jobs. Streak Crm Free …tracking leads, and nurturing customer relationships. For many years, I’ve try out numerous tools to improve my workflow and enhance efficiency. One tool that has truly reinvented my hiring procedure. In this article, I will look into the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be revealing you how to use Streak Crm Free for your client relations cooperation communication and a lot more so let’s get into it first off you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add 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 amazing and I’ll show you how to do that as a total beginner it will assist you customize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s entirely free so as soon as 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 add to Chrome click on ADD extension and your extension will be added fine 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 certain 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 enable after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked emails 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 combines so you can see this resembles our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will provide your stage a name let’s say that you really wished to develop another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually select different colors for each of the stages however I think all of these are really already produced so this is in fact pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and then we have working out 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 this plus here and we have complimentary form a date check box drop down General email email tracking job calls and meetings so I don’t 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 choose this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here alright email thread count close date all right company’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually developed by date developed fans and more so I actually want to go for the created.
by or perhaps the fans because I want to keep an eye on my employee that are actually 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 great deal of options offered within streak is really one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my job once again if I didn’t wish to choose these sales if I did with tasks then I can choose the task phases right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also offer it different different colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others realty assistance and customized So within our support you can see we have inbound designated working on resolved and noise this is actually respectable and we also have customized where I can actually start something from the scratch absolutely according to my organization for me we just 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 a staff member so I’m going to go with the shared one here and click on create now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can in fact click on this fall and we have handle phase or rename 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 add it click the top here add 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 on enter so now you can see we have actually one lead produced 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 in fact open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click new now when you create a lead we can actually click here and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the e-mails and it will show 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 develop a lead within your as soon as you’re finished with this you can actually click 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 gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is one of the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail very quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what occurs is I can really develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is truly easy you can get going for free by just including the combination and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it associates with. As a self-employed journalist, I’ve worked with numerous customers, managed numerous jobs simultaneously, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for a solution, I explored various platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance reporters who greatly rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, offering you a clear summary of your communications with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to handle and monitor the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from lead generation to project conclusion.
You can categorize contacts, produce customized phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share essential e-mails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create design templates for typical email actions, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and construct custom services.
This flexibility permits self-employed journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development tasks, from ideation to release.
You can produce custom-made phases for different development phases, designate jobs to team members, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is critical to your success. offers a intuitive and inexpensive solution that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.