As a seasoned freelance reporter, I comprehend the obstacles of managing projects. Streak Free Crm Security …tracking leads, and supporting customer relationships. Over the years, I have actually try out different tools to streamline my workflow and improve efficiency. One tool that has truly reinvented my hiring procedure. In this article, I will explore the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to use Streak Free Crm Security for your client relations partnership interaction and much more so let’s enter into it first off you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete beginner it will assist you personalize a perfect procedure for your group and you will be able to get your work done now let’s really get into the procedure now is offered as an extension and it’s completely free so as soon as you get to the site 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 add to Chrome click ADD extension and your extension will be added 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 just check in ensure to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then 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 is like our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have various options first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size business size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will give your stage a name let’s say that you in fact wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact choose different colors for each of the stages but I believe all of these are really already created so this is in fact pretty outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are type of like the same thing we simply opt for 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 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 phases 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 complimentary type a date check box drop down General email e-mail tracking job 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 opt for this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright email thread count close date all right company’s size offer size and Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually produced by date created followers and more so I in fact want to opt for the developed.
by or perhaps the followers because I wish to keep an eye on my employee that are really following this so I will you know 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 options available within streak is really one of the simplest and one of the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my job once again if I didn’t want to go for these sales if I finished with projects then I can go with the project phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also provide it different various colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others property support and custom So within our assistance you can see we have incoming appointed working on resolved and noise this is actually pretty good and we likewise have custom where I can actually start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce 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 include my Lead Series so you can actually click on this fall and we have handle phase or relabel so as I proceed 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 the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have actually one lead produced let’s state that there is really 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 actually open this up in a brand-new tab from here too but 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 say there was a gotten in touch with as well there’s one working out so I’ll just simply click brand-new now as soon as you produce a lead we can really click here and it will now open up the different fields that we included so this is a new Elite that I produced 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 switch to the e-mails and it will show you the e-mails that you got in files we can even submit 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.
attachments so this is how you create a lead within your as soon as you’re finished with this you can in fact click on go into 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 gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can find these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations customized develops 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 create our CSV files similarly 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 really easily from here and it will likewise reveal me the e-mails that I will be receiving 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 combine e-mail what occurs is I can really create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is really simple you can start free of charge by just adding the combination and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I have actually dealt with numerous clients, managed several tasks simultaneously, and maintained a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for an option, I checked out various platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for independent journalists who greatly depend on e-mail interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to handle and monitor the development of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to project completion.
You can categorize contacts, develop customized phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential emails, and team up in real-time, improving performance and making sure everybody remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create templates for typical e-mail responses, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to incorporate with other tools and build custom-made solutions.
This versatility allows freelance journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to deployment.
You can create customized phases for various development phases, designate jobs to employee, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly features, lessening the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As an independent journalist, managing your hiring procedure and customer relationships is vital to your success. deals a intuitive and affordable option that effortlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the advanced features 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 material, author, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.