As a seasoned freelance journalist, I understand the difficulties of managing tasks. Streak.Com Free Crm …tracking leads, and nurturing customer relationships. Over the years, I’ve explore numerous tools to simplify my workflow and enhance performance. One tool that has actually genuinely revolutionized my hiring process. In this article, I will look into the advantages of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be showing you how to utilize Streak.Com Free Crm for your customer relations cooperation communication and far more so let’s enter it to start with you need to go to streak.com and you will land on this website right here now is a sort 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 newbie it will assist you tailor a perfect process for your team and you will have the ability to get your work done now let’s really get into the procedure now is offered as an extension and it’s totally totally free so once you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to select 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 just check in ensure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this 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 combines so you can see this is like our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will give your stage a name let’s state that you really wished to produce another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really pick various colors for each of the stages but I think all of these are actually currently created so this is actually pretty 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 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 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 on this plus here and we have free kind a date check box drop down General email e-mail tracking task calls and conferences so I don’t 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 choose this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here all right email thread count close date alright business’s size offer size and Business size okay let’s eliminate the business size and I’m gon na in fact find something else within the general where we have actually created by date produced followers and more so I actually wish to opt for the developed.
by or perhaps the fans due to the fact that I want to monitor 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 great deal of options readily available within streak is actually among the simplest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have projects too within my job again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the task stages right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also give it various different colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others realty support and custom-made So within our assistance you can see we have incoming designated dealing with resolved and sound this is in fact pretty good and we also have custom-made where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have handle phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add 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 simply call it new and click on get in so now you can see we have one lead created 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 include another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted too there’s one working out so I’ll just merely click brand-new now as soon as you develop a lead we can in fact click here and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome the team members 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 publish files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re done with this you can actually click on enter and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one contacted 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 as well uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce 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 switch to our simple Gmail very easily from here and it will also show me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with merge email what happens is I can really create a follow-up emails and various storage e-mails here and we have active advises so using is really simple you can start totally free by simply adding the combination and now you understand how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance journalist, I have actually worked with many clients, handled several projects concurrently, and preserved a comprehensive network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my mission for an option, I explored various platforms however discovered them to be either too expensive 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 customer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who heavily rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear overview of your communications with customers, leads, and collaborators.
You can create adjustable 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 feature enables you to imagine and handle your sales process from lead generation to job conclusion.
You can categorize contacts, produce custom-made stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
helps with collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate jobs, share important emails, and collaborate 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 repeated jobs.
You can create templates for typical email actions, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it easy to incorporate with other tools and build customized services.
This flexibility permits independent reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to implementation.
You can produce custom-made stages for different advancement phases, designate tasks to employee, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email communication.
As a freelance reporter, handling your hiring process and customer relationships is vital to your success. deals a user-friendly and economical solution that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.