As a seasoned freelance reporter, I comprehend the obstacles of managing tasks. Streak Crm Free Features …tracking leads, and nurturing client relationships. Throughout the years, I’ve try out different tools to simplify my workflow and improve performance. One tool that has actually really revolutionized my hiring process. In this post, I will delve into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be showing you how to use Streak Crm Free Features for your consumer relations partnership communication and much more so let’s get into it firstly 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 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 show you how to do that as a complete beginner it will assist you personalize a perfect process for your group and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s totally free so as soon as you get to the website 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 contribute to Chrome click on ADD extension and your extension will be added fine 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 merely sign in make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after including 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 emails and upgraded reply and after that we have this 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 combines so you can see this is like our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on 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 really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last email 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 add another phase you will click this Plus at the top and you will give your stage a name let’s state that you in fact wanted to produce 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 provide it your color so we can actually choose different colors for each of the stages but I believe all of these are actually currently created so this is actually quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and after that we have working out with negotiating I can choose 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 free type a date check box drop down 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 opt for this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here fine 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 basic where we have created by date developed fans and more so I really want to choose the developed.
by or perhaps the followers due to the fact that I want to keep an eye on my employee that are really following this so I will you understand 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 options offered within streak is actually among the easiest and among the most uh you understand versatile out there it’s really easy to use with design templates we have projects too within my job again if I didn’t wish to go for these sales if I made with projects then I can go with the project stages right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also give it various different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others realty assistance and custom So within our support you can see we have inbound designated dealing with fixed and noise this is in fact pretty good and we likewise have custom where I can actually start something from the scratch completely according to my company for me we simply have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can actually click this fall and we have manage stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click enter so now you can see we have actually one lead developed let’s say that there is in fact 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 really 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 called as well there’s one negotiating so I’ll just merely click brand-new now once you develop a lead we can really click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can welcome the staff member we have add 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 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.
attachments so this is how you produce a lead within your as soon as you’re made with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our data gathered 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 different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can find these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge email and with combine email what occurs is I can really produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can start totally free by just including the combination and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it relates to. As a freelance reporter, I’ve worked with numerous clients, managed numerous projects at the same time, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a service, I checked out numerous platforms but discovered them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who heavily depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to keep track of the development and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from lead generation to task completion.
You can classify contacts, create customized phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, share crucial e-mails, and collaborate in real-time, improving productivity and guaranteeing everybody stays on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can produce design templates for common e-mail responses, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to incorporate with other tools and build custom-made options.
This flexibility enables freelance reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to release.
You can develop customized stages for various advancement stages, assign tasks to team members, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more inexpensive service, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email interaction.
As an independent reporter, handling your hiring procedure and customer relationships is vital to your success. deals a cost effective and user-friendly solution that effortlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.