As an experienced freelance journalist, I comprehend the challenges of managing jobs. How To Use Streak Crm For Free …tracking leads, and nurturing customer relationships. Over the years, I’ve explore numerous tools to streamline my workflow and improve effectiveness. One tool that has actually genuinely changed my hiring process. In this article, I will delve into the benefits of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to utilize How To Use Streak Crm For Free for your client relations partnership interaction and much more so let’s enter it firstly you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can contribute 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 remarkable and I’ll reveal you how to do that as a complete novice it will help you personalize an ideal procedure for your team and you will be able to get your work done now let’s actually get into the procedure now is readily available as an extension and it’s totally free so as soon as you get to the site you’ll get this alternative 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 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 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 sign in make sure to sign.
into the exact same Gmail that you have 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 including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this brand-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 be able to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on new pipeline here and we have different options first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal 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 on top and you will provide your stage a name let’s say that you actually wanted to develop another um you know stage here for example 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 really pick different colors for each of the stages but I believe all of these are really currently developed so this is in fact quite remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are type of like the very same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo here and after that we have working out with negotiating I can go with 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 this plus here and we have free kind a date check box fall General e-mail e-mail 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 really reorganize and put the notes here all right email thread count close date okay company’s size deal size and Business size all right let’s get rid of the business size and I’m gon na really find something else within the general where we have created by date created fans and more so I actually want to choose the developed.
by or possibly the followers because I want to keep an eye on my employee that are actually 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 great deal of options available within streak is actually one of the easiest and one of the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t want to choose these sales if I made with jobs then I can go with the project stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it different different colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others realty support and custom-made So within our support you can see we have incoming appointed dealing with resolved and noise this is actually respectable and we likewise have custom-made where I can really start something from the scratch absolutely according to my business 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 a staff member 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 actually looks pretty good now I will be able to add my Lead Series so you can actually click on this fall and we have handle stage or rename so as I continue as I include various 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 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 go into so now you can see we have one lead developed let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner 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 new now once you produce a lead we can in fact click here and it will now open up the different fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced remember and after that we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and after that 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 once you’re made with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our data collected 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 various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have private option we have these three dots where we can find 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 alerts for automations custom constructs and more we can also 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 switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the combine email and with merge e-mail what happens is I can actually develop a follow-up emails and different storage emails here and we have active advises so utilizing is actually easy you can get going free of charge by just adding the integration and now you know how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I’ve dealt with numerous clients, managed numerous tasks all at once, and kept a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my mission for a solution, I checked out various platforms however found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who heavily depend on email interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails easily, offering you a clear introduction of your communications with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to manage and keep an eye on the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from lead generation to job completion.
You can categorize contacts, create customized phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share essential e-mails, and work together in real-time, enhancing performance and making sure everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create templates for typical email reactions, schedule follow-ups, and set up reminders, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to incorporate with other tools and develop custom-made solutions.
This flexibility enables independent journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application advancement projects, from ideation to deployment.
You can develop custom stages for different development stages, appoint tasks to team members, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more inexpensive service, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent journalist, managing your hiring process and client relationships is critical to your success. offers a cost effective and intuitive service that perfectly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession 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.