As a seasoned freelance journalist, I understand the obstacles of managing projects. Streak Free Crm Custom Fields …tracking leads, and nurturing client relationships. Over the years, I have actually experimented with numerous tools to enhance my workflow and improve effectiveness. One tool that has really transformed my hiring process. In this article, I will explore the benefits of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be revealing you how to utilize Streak Free Crm Custom Fields for your client relations partnership 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 site right here now is a type of CRM that we can contribute to our easy 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 show you how to do that as a complete novice it will help you tailor a perfect process for your group 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 totally free so once you get to the site you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be included 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 just sign in ensure 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 just scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this brand-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 resembles our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing fine 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 e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click 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 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 various colors for each of the stages however I believe all of these are really currently created so this is in fact pretty remarkable 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 type of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo here and then we have negotiating 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 desire so you will click this plus here and we have free form a date check box drop down General email email tracking task 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 in fact missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date fine company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na actually find something else within the general where we have actually produced by date produced fans and more so I actually want to choose the created.
by or possibly the fans due to the fact that I wish to keep an eye on my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is actually one of the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have projects too within my job once again if I didn’t want to choose these sales if I finished with jobs then I can go with the job phases right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise give it various different 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 stages task search investor fundraising others real estate support and customized So within our assistance you can see we have actually inbound appointed dealing with resolved and sound this is in fact pretty good and we likewise have custom where I can actually start something from the scratch totally according to my company for me we just 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 second for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can really click on this drop down and we have manage phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely 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 add a box in the lead section here and let’s just call it new and click enter so now you can see we have one lead produced let’s state that there is really 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 include another lead let’s call it new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a called as well there’s one working out so I’ll just simply click on brand-new now when you develop 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 developed and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can welcome the team members we have add columns we have e-mails 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 publish 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 once you’re made with this you can in fact click on go into 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 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 too uh one more thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can in fact develop a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can get started free of charge by just including the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a freelance journalist, I’ve worked with many customers, managed several tasks at the same time, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for an option, I checked out various platforms but found them to be either too costly or too complex for my freelance setup. That’s when I found, 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 ideal for freelance journalists who heavily count on email interaction. Here are some essential advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from lead generation to job completion.
You can classify contacts, create custom phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, improving performance and ensuring everybody remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can create design templates for common email actions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and comprehensive developer documents, making it simple to integrate with other tools and develop custom-made options.
This flexibility permits freelance reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development projects, from ideation to implementation.
You can develop custom-made phases for different development phases, assign tasks to team members, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget friendly service, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is paramount to your success. deals a user-friendly and cost effective service that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.