As a skilled freelance reporter, I understand the challenges of handling jobs. Streak Crm Open Source Download …tracking leads, and supporting customer relationships. Over the years, I’ve explore numerous tools to enhance my workflow and improve performance. One tool that has actually truly reinvented my hiring procedure. In this post, I will look into the benefits of using 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 newbies hey men welcome back in this video I will be showing you how to use Streak Crm Open Source Download for your customer relations cooperation communication and much more so let’s get into it first of all you need to go to streak.com and you will arrive on this site 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 really amazing and I’ll reveal you how to do that as a total novice it will help you tailor an ideal process for your group and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s totally complimentary so when you get to the site you’ll get this alternative here which is add 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 on add to Chrome click 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 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 just check in make sure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our 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 produce a new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demo working out 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 concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will give your stage a name let’s say that you in fact wished to develop another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick different colors for each of the stages however I think all of these are actually already produced so this is in fact quite excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and then we have working out 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 want so you will click on this plus here and we have complimentary kind a date check box drop down General e-mail email tracking job calls and meetings so I do not 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 choose this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here okay email thread count close date all right business’s size deal size and Business size fine let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually produced by date created fans and more so I in fact wish to choose the created.
by or maybe the followers due to the fact that I want to monitor my staff member that are really following this so I will you know 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 lot of choices available within streak is in fact one of the simplest 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 project once again if I didn’t want to opt for these sales if I did with jobs then I can opt for the task phases right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also give it various different colors we likewise have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others property support and custom So within our assistance you can see we have incoming appointed dealing with resolved and sound this is in fact pretty good and we likewise have custom where I can really start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce 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 be able to add my Lead Series so you can really click on this drop down and we have handle phase or rename so as I continue as I add various 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 add a box in the lead area here and let’s just call it new and click get in so now you can see we have actually one lead created let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can really open this up in a 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 say there was a contacted also there’s one working out so I’ll just simply click new now when you develop a lead we can in fact click here and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created remember and then we have invite colleagues so from here I can welcome the team members we have include columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails 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 meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can actually click on enter and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 on top you will have the ability to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and create our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail really easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with merge e-mail what occurs is I can in fact create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really easy you can get started totally free by simply including the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a freelance reporter, I have actually worked with numerous customers, managed numerous jobs all at once, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my quest for an option, I explored different platforms but discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who greatly rely on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, providing you a clear introduction of your interactions with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to manage and keep track of the development of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to job conclusion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates cooperation by enabling you to share pipelines and interact with employee within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, enhancing performance and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce templates for common email reactions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and construct customized options.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to release.
You can produce customized stages for various advancement stages, designate tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance reporter, managing your hiring process and customer relationships is vital to your success. offers a instinctive and budget-friendly option that seamlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.