As an experienced freelance journalist, I comprehend the challenges of handling tasks. Free Crm Software Streak …tracking leads, and supporting customer relationships. Over the years, I have actually experimented with numerous tools to enhance my workflow and improve performance. One tool that has genuinely transformed my hiring process. In this post, I will explore the advantages of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize Free Crm Software Streak for your customer relations collaboration interaction and much more so let’s enter 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 easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total novice it will help you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s actually enter into the process now is available as an extension and it’s completely free so when you get to the site 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 add to Chrome click ADD extension and your extension will be included all right it’s done and now it is adding 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 ensure 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 access and we’re gon na just scroll down and click allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this 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 merges so you can see this is like our new dashboard for here I’ll have the ability 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 develop a new pipeline let’s in fact do that you will click new pipeline here and we have various choices to start with we have the stages so this is where you will select these stages 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 supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will give your phase a name let’s state that you in fact wished to develop another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I think all of these are actually currently produced so this is actually pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think 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 two what I’ll do is in fact let’s eliminate the demo 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 different fields that you want so you will click on this plus here and we have totally free form a date check box fall General email e-mail tracking job calls and conferences 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 go with this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here alright email thread count close date okay company’s size deal size and Company size alright let’s eliminate the business size and I’m gon na really find something else within the general where we have produced by date created followers and more so I actually wish to opt for the developed.
by or maybe the followers because I wish to track my team members 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 lot of options offered within streak is in fact one of the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t wish to go for these sales if I finished with projects then I can choose the job stages right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it various various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others property support and customized So within our support you can see we have inbound assigned working on solved and noise this is in fact pretty good and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we simply have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will simply take a 2nd 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 really click this drop down and we have handle phase 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 have the ability to include it click on the top here include a box so click on 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 go into so now you can see we have one lead created let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click new now once you produce a lead we can really click on this link and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can welcome the employee we have include columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even submit files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your when you’re finished with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our information 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 perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our easy Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what happens is I can really create a follow-up emails and different storage e-mails here and we have active instructs so using is really simple you can get going free of charge by simply including the integration and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance journalist, I have actually dealt with many clients, handled numerous jobs concurrently, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out numerous 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 independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who greatly count on email communication. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, providing you a clear introduction of your communications with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to keep track of the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, produce customized phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in partnership by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial e-mails, and work together in real-time, boosting productivity and making sure everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create design templates for typical email reactions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial designer paperwork, making it simple to incorporate with other tools and develop customized services.
This versatility enables self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to release.
You can produce customized stages for different development stages, appoint jobs to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, decreasing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more inexpensive option, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more comprehensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance journalist, managing your hiring process and customer relationships is paramount to your success. deals a intuitive and economical solution that perfectly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.