As an experienced freelance reporter, I understand the difficulties of managing jobs. Better Than Streak Free Crm …tracking leads, and nurturing client relationships. Throughout the years, I’ve experimented with different tools to simplify my workflow and enhance efficiency. One tool that has genuinely transformed my hiring process. In this post, I will explore the advantages of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to utilize Better Than Streak Free Crm for your client relations collaboration communication and much more so let’s enter it first of all you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete beginner it will assist you personalize an ideal process for your team and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this choice 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 alright 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 actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after adding this is what your Gmail will appear 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 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 merges so you can see this resembles our new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact 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 phases for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will give your phase a name let’s say that you in fact wanted to produce another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select various colors for each of the stages however I think all of these are in fact currently developed so this is actually quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the very same thing we simply 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 then we have negotiating with negotiating I can opt for 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 want so you will click on this plus here and we have free kind a date check box fall General e-mail 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 opt for this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here fine email thread count close date fine business’s size offer size and Company size fine let’s get rid of the company size and I’m gon na actually find something else within the basic where we have developed by date produced followers and more so I in fact want to choose the developed.
by or perhaps the fans since I want to monitor my employee that are actually 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 alternatives offered within streak is in fact one of the most convenient and among the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my project again if I didn’t wish to opt for these sales if I did with tasks then I can go with the job stages right here and once 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 offer it various different colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search financier fundraising others realty support and custom So within our support you can see we have actually incoming designated dealing with resolved and noise this is in fact respectable and we likewise have custom-made where I can really start something from the scratch totally according to my service for me we merely have the sales so I’m gon na choose the sales here and click on develop 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 create now it will just take a 2nd for a street to produce 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 drop down and we have handle stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to include 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 on get in so now you can see we have 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 include another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted also there’s one negotiating so I’ll just merely click new now once you develop a lead we can actually click on this link and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and then we have invite teammates so from here I can invite the staff member we have add columns we have emails files and remarks you can switch to the emails 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 done with this you can actually click on go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one called 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 carry out bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine email and with combine email what happens is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is truly simple you can start totally free by simply including the integration and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a freelance reporter, I have actually dealt with various customers, handled multiple jobs at the same time, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I explored various platforms however found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance reporters who greatly depend on email communication. Here are some key benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, offering you a clear summary of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to monitor the development and manage of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from list building to job completion.
You can categorize contacts, develop custom-made phases, set tips, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share important e-mails, and work together in real-time, boosting performance and making sure everybody remains on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to integrate with other tools and develop customized solutions.
This versatility permits independent journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to handle software development jobs, from ideation to implementation.
You can develop custom-made stages for different advancement stages, designate jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, decreasing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable solution, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. offers a instinctive and economical service that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession 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.