As a seasoned freelance reporter, I understand the difficulties of managing projects. What’s Included In Streak Free Crm …tracking leads, and supporting customer relationships. For many years, I have actually explore different tools to simplify my workflow and enhance effectiveness. One tool that has truly revolutionized my hiring procedure. In this short article, I will delve into the advantages of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use What’s Included In Streak Free Crm for your customer relations cooperation interaction and far more so let’s enter into it first off you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our basic 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 reveal you how to do that as a total newbie it will help you tailor an ideal process for your team and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s totally complimentary so once you get to the website 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 ADD extension and your extension will be added 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 merely sign in make sure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-new choice 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 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 new pipeline let’s in fact do that you will click on 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 actually 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 top priority industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will provide your stage a name let’s say that you actually wanted to produce another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick different colors for each of the stages however I think all of these are in fact currently produced so this is really quite remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have totally free type a date check box fall General email email tracking job calls and meetings so I don’t 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 opt for this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date okay business’s size deal size and Company size okay let’s eliminate the business size and I’m gon na really discover something else within the general where we have actually developed by date developed followers and more so I actually wish to opt for the produced.
by or possibly the followers since I want to track my employee that are really 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 great deal of options available within streak is in fact among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my task once again if I didn’t want to choose these sales if I made with projects then I can go with the job stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it different various colors we likewise have company Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others realty support and customized So within our assistance you can see we have actually incoming assigned working on fixed and sound this is actually respectable and we also have custom-made where I can in fact start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will just 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 add my Lead Series so you can actually click on this drop down and we have handle phase or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click on ADD box here and I’m going to add 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 created let’s state that there is actually 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 new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a called as well there’s one negotiating so I’ll just simply click on brand-new now once you create a lead we can in fact click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the staff member 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 publish files and then we have the comments 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 produce a lead within your as soon as you’re finished with this you can in fact 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 choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have personal choice we have these three dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to actually 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 have the ability to Import and Export data they very easily and create our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge email and with merge e-mail what occurs is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is really simple you can start free of charge by simply including the integration and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a self-employed journalist, I’ve dealt with various customers, handled multiple projects concurrently, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my quest for a solution, I explored 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 self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who heavily count on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from list building to job conclusion.
You can categorize contacts, produce custom-made phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important emails, and work together in real-time, boosting performance and guaranteeing everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can produce templates for typical email actions, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software development. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and construct customized solutions.
This flexibility allows freelance reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline function can be adapted to manage software application advancement jobs, from ideation to deployment.
You can produce custom-made phases for different advancement stages, designate jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly functions, reducing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget friendly service, specifically for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
supplies a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As an independent reporter, managing your hiring process and customer relationships is vital to your success. offers a budget-friendly and instinctive solution that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated 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 a content, writer, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.