As a seasoned freelance reporter, I understand the obstacles of managing projects. Free Streak Crm Today …tracking leads, and supporting client relationships. For many years, I’ve explore various tools to simplify my workflow and enhance effectiveness. One tool that has truly reinvented my hiring procedure. In this article, I will look into the advantages of using for freelance 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 men welcome back in this video I will be showing you how to utilize Free Streak Crm Today for your consumer relations cooperation interaction and much more so let’s enter it to start with you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total beginner it will help you personalize a best process for your group and you will be able to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s completely free so once you get to the website 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 add to Chrome click on ADD extension and your extension will be included okay 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 check in ensure to sign.
into the exact 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 just scroll down and click permit 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 seen all tracked e-mails and updated reply and then we have this brand-new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-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 choose these phases for your pipeline and you can really we have actually a lead contacted pitched demonstration working out 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 e-mail from lead Source top priority market deal size company size close rate email thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will give your phase a name let’s say that you really wished to develop another um you understand phase here for instance 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 actually choose various colors for each of the stages however I think all of these are in fact currently developed so this is in fact pretty outstanding what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of 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 drop down General email email 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 and I’ll really reorganize and put the notes here okay e-mail thread count close date all right business’s size offer size and Company size alright let’s get rid of the company size and I’m gon na really find something else within the general where we have produced by date produced fans and more so I in fact wish to go for the created.
by or possibly the fans due to the fact that I wish to track my employee that are actually following this so I will you know 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 readily available within streak is actually among the most convenient and one of the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t want to go for these sales if I made with tasks then I can choose the task phases right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also give it different different colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others real estate support and custom So within our assistance you can see we have incoming assigned working on fixed and noise this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to opt for 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 really looks pretty good now I will be able to include my Lead Series so you can really click this drop down and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just merely 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 add a box in the lead section here and let’s just call it new and click on get in so now you can see we have one lead developed let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can in fact open this up in a 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 2 leads then let’s say there was a called also there’s one working out so I’ll just merely click on brand-new now once you create a lead we can really click here and it will now open the different fields that we included 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 remember and after that we have invite teammates so from here I can invite the employee we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even upload 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 create a lead within your once you’re done with this you can really click go into and it will be closed now it will reveal 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 called and something like this and this is where you will be getting your list we can choose various 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 be able to see we have private choice we have these 3 dots where we can discover these phases 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 information for notifications for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the combine e-mail and with merge email what takes place is I can really develop a follow-up e-mails and different storage emails here and we have active advises so using is truly simple you can begin totally free by just including the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I’ve dealt with various customers, handled several jobs at the same time, and kept a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my mission for an option, I checked out different platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who heavily depend on e-mail communication. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, providing you a clear overview of your communications with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to keep an eye on the development and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to job completion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important e-mails, and work together in real-time, boosting productivity and ensuring everybody remains on the exact same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop templates for typical email responses, schedule follow-ups, and set up pointers, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and comprehensive designer documents, making it simple to incorporate with other tools and construct custom-made options.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to implementation.
You can create customized phases for various advancement stages, designate tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly features, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
uses a more budget friendly service, particularly for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Combination:.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail communication.
Conclusion:.
As an independent journalist, handling your hiring procedure and customer relationships is critical to your success. offers a inexpensive and intuitive solution that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, material, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.