As a seasoned freelance journalist, I comprehend the difficulties of managing tasks. How Good Is The Free Streak Crm …tracking leads, and nurturing client relationships. Over the years, I’ve try out various tools to improve my workflow and enhance efficiency. One tool that has actually really revolutionized my hiring process. In this article, I will explore the advantages of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize How Good Is The Free Streak Crm for your consumer relations partnership communication and far more so let’s get 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 add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete beginner it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s actually get into the procedure now is readily available as an extension and it’s totally complimentary so when you get to the site you’ll get this option 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 add to Chrome click on ADD extension and your extension will be included fine it’s done and now it is adding 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 simply sign in make certain to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated reply and after that we have this new choice 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 brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration negotiating 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 concern industry offer size business size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wanted to produce another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can really select different colors for each of the stages but I think all of these are actually currently developed so this is really quite 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 demonstration are type of like the very 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 actually let’s eliminate the demonstration here and after that we have negotiating with negotiating I can choose 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 type a date check box drop down General email email tracking task calls and meetings 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 in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date all right business’s size offer size and Company size okay let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually produced by date produced followers and more so I actually want to go for the created.
by or possibly the fans due to the fact that I want to keep track of my staff member that are in fact following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives readily available within streak is actually among the easiest and one of the most uh you know flexible 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 projects then I can opt for the project stages right here and once 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 likewise provide it different various colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others realty assistance and customized So within our assistance you can see we have actually incoming designated working on fixed and noise this is really respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my business 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 choose the shared one here and click on create now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have manage phase 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 on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click go into so now you can see we have one lead produced let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just merely click on brand-new now as soon as you produce a lead we can really click here and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have welcome teammates so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even upload files and then 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 develop a lead within your once you’re made with this you can actually click enter 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 contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can find these stages Integrations and automation this is among the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail very quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine email and with merge e-mail what occurs is I can really create a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really easy you can start free of charge by simply adding the integration and now you understand 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 offer some context about my career and how it associates with. As a self-employed reporter, I’ve worked with numerous customers, managed several projects simultaneously, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a central system to streamline my operations.
In my quest for a service, I checked out different platforms but discovered them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance journalists who greatly count on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, providing you a clear summary of your interactions with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to manage and keep track of the development of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from list building to task completion.
You can categorize contacts, create custom stages, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with employee within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, enhancing efficiency and ensuring everyone stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create design templates for common email responses, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive developer documentation, making it simple to integrate with other tools and build custom-made solutions.
This versatility enables independent journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to release.
You can create customized phases for various advancement phases, assign jobs to team members, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. deals a user-friendly and economical solution that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.