As a skilled freelance reporter, I comprehend the challenges of managing projects, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to use Comparison Of Free Zoho Crm To Free Streak Crm for your customer relations collaboration communication and a lot more so let’s get into it first of all you need to go to streak.com and you will land on this website right here now is a type 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 really remarkable and I’ll reveal you how to do that as a complete beginner it will help you tailor an ideal process for your team and you will be able to get your work done now let’s actually enter the process now is offered as an extension and it’s 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 select 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 on ADD extension and your extension will be added alright it’s done and now it is contributing 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 check in ensure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this brand-new option which is the pipeline so if I click 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 be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have different alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called 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 email last e-mail from lead Source priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will give your stage a name let’s say that you in fact wished to create another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really choose different colors for each of the stages but I believe all of these are really already produced so this is really pretty remarkable what I will do is I will actually eliminate 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 choose 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 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 different fields that you desire so you will click this plus here and we have complimentary type 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 rearrange and put the notes here okay email thread count close date alright business’s size deal size and Business size all right let’s get rid of the business size and I’m gon na really find something else within the basic where we have developed by date developed fans and more so I in fact wish to opt for the developed.
by or maybe the fans because I wish to keep track of my team members 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 one of the simplest and among the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t wish to opt for these sales if I finished with tasks then I can choose the job phases 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 also offer it various various colors we likewise have company 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 property support and customized So within our assistance you can see we have incoming designated working on solved and noise this is in fact respectable and we also have custom where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on produce 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 be able to add my Lead Series so you can actually click on this fall 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 simply click and I’ll have the ability 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 section here and let’s simply call it new and click go into so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can actually open this up in a brand-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 contacted also there’s one working out so I’ll just simply click on brand-new now once you produce a lead we can in fact click here and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced remember and after that we have invite colleagues so from here I can invite the team members we have include columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even submit files and after that 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.
accessories so this is how you produce a lead within your once you’re done with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one called 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 deleting and sharing too uh another thing with srix at the top you will have the ability to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop 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 simple Gmail very easily from here and it will also show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with merge email what occurs is I can really create a follow-up e-mails and various storage e-mails here and we have active advises so using is truly simple you can get started totally free by just adding the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a self-employed journalist, I have actually dealt with numerous customers, handled several tasks simultaneously, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my mission for an option, I explored numerous platforms however discovered them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for independent journalists who heavily rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your e-mails easily, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from list building to project completion.
You can classify contacts, produce customized stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important emails, and work together in real-time, enhancing performance and guaranteeing everybody stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop design templates for common email responses, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software development. Here’s how:.
provides a robust API and comprehensive developer documents, making it simple to integrate with other tools and construct custom services.
This flexibility allows independent reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to deployment.
You can produce custom-made phases for various development stages, designate jobs to employee, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, lessening the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more cost effective option, specifically for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring process and customer relationships is vital to your success. offers a user-friendly and inexpensive service that effortlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated functions of bigger 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 profession 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.