As a skilled freelance journalist, I comprehend the challenges of managing jobs. Streak Free Sales Crm …tracking leads, and nurturing client relationships. Over the years, I’ve try out different tools to improve my workflow and enhance efficiency. One tool that has genuinely revolutionized my hiring process. In this short 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 contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be revealing you how to utilize Streak Free Sales Crm for your consumer relations collaboration communication and much more so let’s enter it first off you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add 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 amazing and I’ll reveal you how to do that as a complete beginner it will help you tailor an ideal process for your group and you will be able to get your work done now let’s actually get into the procedure now is readily available as an extension and it’s completely totally free so once you get to the website you’ll get this choice 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 on add to Chrome click on ADD extension and your extension will be added all right 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 just sign in make sure 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 simply scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this brand-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 resembles our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options firstly we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted pitched demo working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you really wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I believe all of these are really currently developed so this is in fact quite impressive what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have complimentary kind a date check box drop down General e-mail email tracking task calls and conferences so I do not 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 in fact missing and I’ll actually reorganize and put the notes here all right email thread count close date alright company’s size offer size and Company size fine let’s get rid of the company size and I’m gon na really find something else within the general where we have actually developed by date developed fans and more so I really want to go for the created.
by or possibly the followers since I want to keep an eye on my team members that are actually 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 lot of choices offered within streak is actually one of the most convenient and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t want to opt for these sales if I did with projects then I can opt for the project phases right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it different different colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others real estate assistance and custom So within our assistance you can see we have actually incoming assigned dealing with dealt with and sound this is really respectable and we likewise have customized where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click create now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have handle stage or relabel so as I proceed as I add various 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 include a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on enter so now you can see we have 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 include another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just simply click on new now when 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 after that we have welcome colleagues so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your once you’re done with this you can really click 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 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 perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and create our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our easy Gmail very easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the merge email and with combine email what occurs is I can really develop a follow-up emails and various storage emails here and we have active instructs so using is actually easy you can begin free of charge by simply including the combination and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a self-employed reporter, I have actually worked with many clients, handled multiple jobs simultaneously, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I checked out numerous platforms however found them to be either too pricey or too intricate 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 perfectly integrates with Gmail, making it ideal for freelance reporters who greatly rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to handle and keep track of the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
helps with partnership by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial e-mails, and work together in real-time, enhancing productivity and making sure everyone remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software development. Here’s how:.
provides a robust API and extensive developer paperwork, making it easy to incorporate with other tools and construct customized options.
This flexibility allows independent journalists with coding skills to extend the functionality of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline function can be adapted to manage software application development jobs, from ideation to release.
You can produce custom stages for different advancement stages, appoint tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, lessening the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable solution, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email communication.
As an independent reporter, handling your hiring procedure and client relationships is vital to your success. offers a budget friendly and user-friendly option that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.