As an experienced freelance journalist, I comprehend the challenges of managing jobs. Streak Free Crm Email …tracking leads, and supporting client relationships. Throughout the years, I’ve experimented with different tools to enhance my workflow and enhance effectiveness. One tool that has actually truly changed my hiring process. In this article, I will look into the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to use Streak Free Crm Email for your client relations cooperation communication and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete novice it will help you customize an ideal 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 available as an extension and it’s completely free so as soon as you get to the site you’ll get this choice here which is contribute 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 add to Chrome click ADD extension and your extension will be added okay 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 simply check in make certain to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this brand-new alternative 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 resembles our brand-new dashboard for here I’ll be able to create 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 new pipeline let’s really do that you will click brand-new pipeline here and we have various options first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will provide your phase a name let’s state that you actually wished to create 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 in fact pick different colors for each of the stages however I believe all of these are in fact already created so this is actually quite outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have totally free kind a date check box fall General e-mail e-mail 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 go with this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date okay business’s size deal size and Company size all right let’s eliminate the business size and I’m gon na really discover something else within the general where we have actually created by date created fans and more so I actually want to choose the created.
by or perhaps the fans because I want to keep track of my staff member 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 wanted for my pipeline now you can see there are a great deal of choices available within streak is actually among the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my job again if I didn’t wish to go for these sales if I did with tasks then I can go with the task 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 also provide it different various colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others realty assistance and custom So within our assistance you can see we have inbound assigned dealing with fixed and noise this is actually pretty good and we likewise have custom where I can really start something from the scratch completely according to my business for me we merely 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 an employee so I’m going to choose the shared one here and click on develop now it will just take a second for a street to develop 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 drop down and we have handle stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have actually one lead created let’s say that there is in fact closed one so I’m going to add 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 but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click on new now when you create a lead we can actually click on this link and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can welcome the team members we have add columns we have emails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and then 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.
accessories so this is how you create a lead within your as soon as you’re finished with this you can in fact click on enter 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 2 leads one contacted 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 perform 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 private choice we have these three dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail really quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge email and with merge e-mail what takes place is I can actually develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly simple you can get going free of charge by simply including the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As an independent reporter, I have actually dealt with many clients, managed several tasks concurrently, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for a solution, I explored various platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly count on e-mail communication. Here are some key advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails easily, providing you a clear overview of your interactions with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to keep track of the progress and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to task conclusion.
You can classify contacts, create custom-made phases, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial emails, and work together in real-time, enhancing productivity and making sure everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive jobs.
You can develop templates for common e-mail actions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documentation, making it simple to integrate with other tools and develop custom-made solutions.
This versatility enables self-employed journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software development projects, from ideation to implementation.
You can develop custom-made stages for various development stages, appoint tasks to staff member, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, reducing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive option, especially for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
As a freelance journalist, handling your hiring procedure and client relationships is paramount to your success. deals a affordable and instinctive option that effortlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, material, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.