As a seasoned freelance journalist, I comprehend the challenges of managing projects. Streak’s Crm Free …tracking leads, and nurturing customer relationships. Throughout the years, I have actually try out different tools to enhance my workflow and improve performance. One tool that has actually truly transformed my hiring procedure. In this article, I will explore the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be revealing you how to use Streak’s Crm Free for your customer relations cooperation interaction and far more so let’s enter into it to start with you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete novice it will help you customize a best procedure for your group and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s completely free so when you get to the website you’ll get this option here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click ADD extension and your extension will be included fine 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 sign in ensure to sign.
into the same Gmail that you have actually added 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 permit 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 seen all tracked emails 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 is like our new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various choices first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine 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 email thread count days and state and notes so if you wish to add another stage you will click on this Plus on top and you will give your stage a name let’s say that you actually wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really select various colors for each of the stages but I believe all of these are really currently created so this is actually quite excellent what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have negotiating with negotiating I can opt for 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 fall General email e-mail tracking task calls and conferences so I don’t 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 out on and I’ll actually reorganize and put the notes here alright email thread count close date fine company’s size deal size and Business size okay let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have actually developed by date produced fans and more so I actually wish to go for the developed.
by or maybe the fans since I wish to keep track of my staff member that are actually following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of choices available within streak is really one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t want to go for these sales if I made with projects then I can choose the job stages right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also give it various different colors we likewise have business 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 financier fundraising others realty support and customized So within our support you can see we have actually incoming appointed dealing with fixed and noise this is in fact respectable and we also have customized where I can actually start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on develop now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I continue as I add 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 add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have one lead created 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 really open this up in a new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just simply click on 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 created and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your once you’re finished with this you can really click on enter and it will be closed now it will show 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 different leads from here the stages and we can perform bulk actions such as deleting and sharing as well 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 phases Combinations and automation this is one of the important ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations customized develops and more we can likewise 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 switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise 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 e-mail and with merge email what happens is I can in fact produce a follow-up emails and various storage emails here and we have active advises so utilizing is really easy you can begin for free by just adding the integration and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it relates to. As a freelance journalist, I have actually dealt with numerous clients, managed multiple projects at the same time, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my mission for an option, I explored various platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who heavily count on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, offering you a clear overview of your interactions with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from lead generation to task completion.
You can classify contacts, create customized phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial emails, and work together in real-time, improving efficiency and making sure everyone remains on the exact same page.
Adjustable Workflows:.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can produce templates for typical email actions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom options.
This versatility enables self-employed reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to deployment.
You can develop customized stages for different advancement stages, appoint jobs to staff member, and track development effectively.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use features, reducing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Cost:.
offers a more economical service, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Integration:.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail communication.
Conclusion:.
As a freelance journalist, managing your hiring process and customer relationships is vital to your success. offers a instinctive and economical solution that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, writer, or editor developer, 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.