As a seasoned freelance reporter, I understand the challenges of handling tasks. Streak Free Sales Crm Tutorials …tracking leads, and nurturing customer relationships. For many years, I’ve explore various tools to improve my workflow and improve efficiency. One tool that has really reinvented my hiring process. In this short article, I will explore the benefits of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to utilize Streak Free Sales Crm Tutorials for your client relations partnership communication and far more so let’s enter it first of all you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total novice it will help you customize a best procedure for your team and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s entirely free so once you get to the website you’ll get this option here which is add to Chrome and you’re.
going to choose 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 included all right it’s done and now it is contributing 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 just sign in make certain to sign.
into the very 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 merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and updated reply and then we have this brand-new alternative 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 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 create a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different options firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration 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 email last email from lead Source concern industry offer size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will give your stage a name let’s say that you in fact wanted to develop 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 really pick various colors for each of the stages however I believe all of these are really currently created 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 believe pitched and demonstration are sort of like the exact same thing we simply opt for 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 after that we have negotiating with negotiating I can choose 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 on 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 choose this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date all right business’s size deal size and Company size okay let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually developed by date created fans and more so I in fact wish to opt for the created.
by or perhaps the fans since I want to track my employee that are really following this so I will you understand 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 offered within streak is in fact among the most convenient and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my job again if I didn’t wish to go for these sales if I finished with projects then I can choose the job phases right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various various 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 phases task search investor fundraising others real estate assistance and custom So within our assistance you can see we have inbound designated working on fixed and sound this is in fact pretty good and we likewise have custom where I can in fact start something from the scratch completely according to my company 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 an employee so I’m going to opt for the shared one here and click produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have handle phase or rename 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 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 brand-new and click enter so now you can see we have actually one lead developed let’s state 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 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 2 leads then let’s say there was a contacted also there’s one working out so I’ll just merely click new now once you develop a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the employee we have include columns we have emails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even publish files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re finished with this you can actually click get in and it will be closed now it will show 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 select different leads from here the stages and we can carry out bulk actions such as deleting and sharing also 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 find these stages Integrations and automation this is one of the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with combine email what occurs is I can really develop a follow-up emails and different storage emails here and we have active advises so utilizing is actually simple you can get going for free by just adding the combination and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I have actually dealt with many clients, managed several tasks concurrently, and maintained a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for a solution, I explored various platforms but found them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed reporters who greatly count on email interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to keep track of the progress and handle of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to task completion.
You can classify contacts, develop custom-made stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
facilitates cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important emails, and collaborate in real-time, boosting performance and ensuring everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce design templates for common email responses, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and build customized options.
This flexibility enables independent journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application development jobs, from ideation to implementation.
You can create custom-made stages for different advancement phases, appoint jobs to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use functions, lessening the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more cost effective solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email interaction.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. offers a user-friendly and budget friendly option that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.