As a seasoned freelance journalist, I understand the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to utilize Free Crm Like Streak for your client relations collaboration communication and far more so let’s get into it firstly you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete novice it will help you customize a best process for your team and you will be able to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s entirely complimentary so when you get to the website you’ll get this choice 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 on contribute to Chrome click ADD extension and your extension will be included okay it’s done and now it is adding 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 merely check in ensure to sign.
into the very 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 on enable after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and upgraded reply and then 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 combines so you can see this resembles 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 employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know 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 deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s state that you really wanted to produce another um you know phase here for instance 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 select different colors for each of the stages but I believe all of these are really currently created so this is in fact pretty remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are sort of like the exact same thing we just 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 demo here and then we have negotiating 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 desire so you will click this plus here and we have complimentary kind a date check box fall General e-mail email tracking task 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 go with this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here okay e-mail thread count close date all right business’s size offer size and Company size all right let’s eliminate the business size and I’m gon na actually discover something else within the general where we have developed by date created fans and more so I in fact wish to go for the produced.
by or perhaps the fans because I wish to monitor my staff member that are in fact following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options available within streak is really one of the easiest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t wish to go for these sales if I did with tasks then I can choose the project stages right here and 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 likewise give it various 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 task search investor fundraising others realty support and customized So within our assistance you can see we have inbound appointed dealing with fixed and sound this is really pretty good and we also have customized where I can actually start something from the scratch totally according to my company for me we simply have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop 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 have the ability to add my Lead Series so you can really click this fall and we have handle phase or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here add 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 new and click enter so now you can see we have one lead produced 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 two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner 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 simply click on new now once you produce a lead we can actually click on this link and it will now open the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the employee we have add columns we have emails files and remarks you can change to the emails and it will reveal 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 meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re done with this you can in fact click get in and it will be closed now it will reveal you something like this we have all of our data 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 pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can discover these stages Combinations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what occurs is I can in fact create a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually simple you can get going for free by simply adding the combination and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent reporter, I’ve dealt with many clients, managed several jobs simultaneously, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my quest for an option, I explored different 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who heavily count on email communication. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to monitor the progress and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from lead generation to job completion.
You can classify contacts, create custom-made phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can designate jobs, share crucial emails, and work together in real-time, improving efficiency and ensuring everybody remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop design templates for typical email responses, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial designer documentation, making it simple to integrate with other tools and develop custom-made options.
This flexibility permits freelance reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to implementation.
You can create custom-made phases for various advancement phases, assign tasks to employee, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use features, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email communication.
As an independent journalist, handling your hiring process and customer relationships is paramount to your success. offers a instinctive and cost effective option that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative 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, material, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.