As a skilled freelance reporter, I understand the obstacles of handling jobs. Streak Free Crm Mobile …tracking leads, and supporting customer relationships. Throughout the years, I’ve try out various tools to simplify my workflow and enhance performance. One tool that has really reinvented my hiring process. In this post, I will look into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be revealing you how to use Streak Free Crm Mobile for your customer relations partnership communication and far more so let’s get into it first off 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 contribute 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 total newbie it will assist you tailor a best procedure for your group and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s totally free so when you get to the website you’ll get this alternative 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 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 check in ensure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access 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 easy you understand folders we are getting recently seen all tracked emails and upgraded reply and after that we have this brand-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 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 hiring so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demo working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will offer your phase a name let’s state that you in fact wanted to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose various colors for each of the stages but I think all of these are really currently produced so this is actually pretty excellent what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are type of like the very same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo here and after that we have working out 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 various fields that you want so you will click on this plus here and we have totally free type a date check box drop down General email email tracking job calls and meetings 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 really missing out on and I’ll really rearrange and put the notes here okay email thread count close date okay 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 produced fans and more so I in fact want to opt for the created.
by or possibly the fans due to the fact that I want to keep an eye on my team members that are actually following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives readily available within streak is in fact among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t want to opt for these sales if I finished with jobs then I can choose the task stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also offer it different different colors we likewise have service Dev here you can see then we have hiring 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 incoming designated dealing with fixed and noise this is in fact pretty good and we also have custom where I can really start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na go with the sales here and click produce 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 on create now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I continue as I add various 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 include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click get in so now you can see we have one lead created let’s state that there is actually 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 brand-new two 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 in this manner now you can see we have two leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click brand-new now once you develop a lead we can actually click on this link and it will now open 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 developed keep in mind and then we have welcome colleagues so from here I can invite the employee we have include columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit 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 actually click get in 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 2 leads one contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple 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 created we will even have our combine e-mails now with our so this is the merge e-mail and with combine email what occurs is I can really create a follow-up emails and various storage emails here and we have active advises so using is truly simple you can start free of charge by simply including the combination and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I have actually worked with numerous customers, managed several projects all at once, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my quest for a service, I explored numerous platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who heavily rely on email communication. Here are some key advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, giving you a clear overview of your communications with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from list building to task completion.
You can categorize contacts, create customized phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
assists in partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share important e-mails, and work together in real-time, boosting performance and ensuring everybody stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and construct customized services.
This flexibility enables self-employed journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application development jobs, from ideation to release.
You can produce customized stages for various advancement phases, designate tasks to team members, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, minimizing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive service, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
As an independent reporter, handling your hiring procedure and customer relationships is paramount to your success. offers a user-friendly and economical option that effortlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.