As a seasoned freelance journalist, I comprehend the challenges of handling projects. Free Streak Crm …tracking leads, and nurturing customer relationships. Throughout the years, I’ve try out various tools to enhance my workflow and enhance effectiveness. One tool that has actually genuinely revolutionized 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 use for newbies hey men welcome back in this video I will be showing you how to utilize Free Streak Crm for your client relations partnership communication and a lot more so let’s enter into it firstly you need to go to streak.com and you will land on this website right here now is a type 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 truly fantastic and I’ll show you how to do that as a complete beginner it will assist you personalize a best procedure for your team and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s totally free so when you get to the website you’ll get this option here which is add 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 on contribute to Chrome click 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 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 sign 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 gain access to and we’re gon na just scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this new alternative 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 resembles our new control panel for here I’ll be able to create 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 actually do that you will click new pipeline here and we have different options first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will provide your stage a name let’s state that you in fact wanted to produce another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really pick various colors for each of the stages but I think all of these are really already developed so this is actually pretty impressive what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo 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 on this plus here and we have totally free kind a date check box drop down General e-mail email tracking task calls and conferences 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 really missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date alright company’s size deal size and Company size alright let’s eliminate the company size and I’m gon na really find something else within the basic where we have produced by date produced followers and more so I actually wish to opt for the produced.
by or maybe the followers because I want to monitor my employee that are in fact following this so I will you understand 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 among the most convenient and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have projects too within my task again if I didn’t want to go for these sales if I finished with projects then I can opt for the task phases right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also give it various various colors we likewise have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases task search investor fundraising others realty support and customized So within our assistance you can see we have incoming appointed dealing with resolved and noise this is actually pretty good and we likewise have customized where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na go with the sales here and click 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 on produce now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click on this fall and we have handle stage or rename so as I continue as I add various 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 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 created let’s state 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 brand-new 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called too there’s one working out so I’ll just merely click brand-new now as soon as you create a lead we can in fact click here and it will now open up the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can invite the staff member we have include columns we have emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your once you’re finished with this you can in fact click on go into and it will be closed now it will reveal you something like this we have all of our information collected 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 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 option we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and develop 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 switch 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 produced we will even have our combine emails now with our so this is the merge e-mail and with merge email what happens is I can really develop a follow-up e-mails and various storage e-mails here and we have active advises so using is truly 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:.
Before we dive into the information of Streak, let me provide some context about my profession and how it relates to. As a self-employed reporter, I’ve worked with many customers, managed multiple tasks at the same time, and preserved an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my quest for a solution, I checked out different platforms but discovered them to be either too pricey or too complex 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 perfectly integrates with Gmail, making it ideal for self-employed reporters who greatly depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, providing you a clear introduction of your communications with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to handle and keep an eye on the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from lead generation to job completion.
You can classify contacts, develop custom stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with employee within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, enhancing efficiency and ensuring everybody stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software development. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to incorporate with other tools and build custom services.
This versatility allows independent reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development projects, from ideation to deployment.
You can develop customized phases for various advancement phases, assign tasks to employee, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive solution, particularly for freelancers and small businesses.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of features, consisting of 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 integration with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed journalist, handling your hiring process and client relationships is critical to your success. offers a instinctive and inexpensive solution that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.