As an experienced freelance reporter, I understand the challenges of handling jobs. Streak Alternative Crm …tracking leads, and nurturing customer relationships. Over the years, I have actually explore different tools to simplify my workflow and improve efficiency. One tool that has genuinely reinvented my hiring process. In this post, I will look into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Streak Alternative Crm for your customer relations partnership interaction and a lot more so let’s enter it to start with you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually 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 have the ability to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s completely totally free so when you get to the site you’ll get this alternative here which is contribute 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 alright 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 merely check in make certain to sign.
into the same Gmail that you have actually added the uh you understand 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 basic you know folders we are getting just recently seen all tracked emails and upgraded 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 merges so you can see this is like our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead gotten in touch with 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 e-mail from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will offer your phase a name let’s state that you really wished to create another um you know 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 pick different colors for each of the stages but I believe all of these are in fact currently created so this is in fact quite impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate 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 this plus here and we have free kind a date check box fall General e-mail e-mail tracking job calls and conferences so I do not 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 actually missing and I’ll really rearrange and put the notes here fine e-mail thread count close date all right business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have developed by date produced followers and more so I actually wish to choose the developed.
by or possibly the fans because I wish to track my employee that are in fact 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 really among the simplest and among the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my task again if I didn’t want to choose these sales if I made with tasks then I can opt for the task stages right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also provide it various various colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others property assistance and custom So within our support you can see we have actually inbound assigned dealing with solved and noise this is actually pretty good and we also have customized where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will simply take a second for a street to produce 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 actually click this drop down and we have manage phase or relabel so as I proceed as I add various 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 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 simply call it brand-new and click on get in so now you can see we have actually one lead produced let’s say that there is in fact 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 two we can really open this up in a new tab from here too however 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 state there was a called as well there’s one working out so I’ll just merely click brand-new now as soon as you produce a lead we can really click here and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the staff member we have include columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks 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 develop a lead within your once you’re made with this you can actually click on get in and it will be closed now it will show you something like this we have all of our data collected 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 different leads from here the stages and we can perform bulk actions such as deleting and sharing as well 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 phases Combinations and automation this is one of the important ones click here and you’ll be able to really integrate um other apps within yourr transfer information for notices for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail extremely easily 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 merge emails now with our so this is the merge email and with merge email what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so using is actually simple you can get going free of charge by just including the integration and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a freelance reporter, I have actually dealt with many customers, managed numerous tasks all at once, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my mission for an option, I explored numerous platforms but found them to be either too complex or too costly 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 consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance journalists who heavily count on e-mail interaction. Here are some key benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to keep track of the progress and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from list building to project completion.
You can classify contacts, develop custom-made phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
assists in collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important e-mails, and collaborate in real-time, enhancing performance and making sure everybody remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can create templates for typical e-mail actions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to incorporate with other tools and develop customized solutions.
This versatility enables freelance reporters with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to implementation.
You can produce custom-made stages for various development stages, appoint tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use functions, minimizing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more thorough suite of functions, including 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 integration with Gmail is useful for users heavily reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. offers a budget-friendly and instinctive service that seamlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.