As a seasoned freelance reporter, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to utilize Free Crm Streak for your customer relations collaboration interaction and much more so let’s enter into it to start with you require 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 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 help you personalize a perfect process for your team and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s completely free so when you get to the website 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 on contribute to Chrome click on ADD extension and your extension will be included fine 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 simply check in make certain to sign.
into the very 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 merely scroll down and click allow after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this 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 dashboard for here I’ll have the ability to produce 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 create a brand-new pipeline let’s actually do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail 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 stage you will click on this Plus at the top and you will give your stage a name let’s state that you actually wished to produce another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually pick different colors for each of the stages however I believe all of these are actually currently developed so this is in fact quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really 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 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 complimentary form a date check box drop down General email email tracking task calls and meetings 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 go with this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here fine email thread count close date alright business’s size deal size and Business size alright let’s eliminate the business size and I’m gon na actually find something else within the basic where we have produced by date created fans and more so I really wish to opt for the created.
by or possibly the followers because I wish to keep track of my employee that are really following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of alternatives offered within streak is actually among the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t want to choose these sales if I did with jobs then I can choose the task stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also give it different different colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others property support and customized So within our assistance you can see we have inbound assigned dealing with dealt with and sound this is in fact respectable and we also have custom where I can actually start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with a staff 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 produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can actually click on this fall and we have manage stage 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 be able to include it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have one lead produced let’s say that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-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 just gon na work in this manner now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just simply click on new now when you create 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 brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can find these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for notices for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail very easily from here and it will also reveal me the emails 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 merge e-mail and with combine e-mail what takes place is I can really produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can get going for free by just including the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a self-employed reporter, I’ve dealt with many customers, managed numerous jobs simultaneously, and kept a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a service, I explored various platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance journalists who heavily depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to manage and keep track of the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from lead generation to task completion.
You can classify contacts, develop custom-made phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
assists in collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial emails, and team up in real-time, enhancing efficiency and guaranteeing everybody remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce templates for typical email actions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial designer paperwork, making it simple to integrate with other tools and build customized services.
This versatility allows self-employed reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application development tasks, from ideation to implementation.
You can produce custom phases for various development phases, assign tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget-friendly option, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring process and client relationships is critical to your success. offers a economical and instinctive solution that effortlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.