As an experienced freelance journalist, I understand the obstacles of handling tasks. Streak Open Source Crm …tracking leads, and nurturing customer relationships. For many years, I’ve experimented with different tools to enhance my workflow and improve effectiveness. One tool that has actually truly transformed my hiring process. In this short article, I will explore the advantages of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to use Streak Open Source Crm for your consumer relations collaboration interaction and far more so let’s enter 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 contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total novice it will assist you customize a best process for your team and you will have the ability to get your work done now let’s actually enter into the process now is offered as an extension and it’s totally free so once you get to the site you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be included okay 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 sign in make sure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and updated reply and then 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 is like our new dashboard for here I’ll have the ability to create a 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 brand-new pipeline let’s really do that you will click on new pipeline here and we have various options to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration 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 e-mail from lead Source concern industry offer size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will offer your phase a name let’s state that you actually wished to create another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually pick different colors for each of the stages but I believe all of these are really already produced so this is in fact pretty excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the very 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 eliminate the demo here and then we have negotiating 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 desire so you will click this plus here and we have free kind a date check box fall General email e-mail tracking task calls and conferences 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 really missing and I’ll really reorganize and put the notes here okay email thread count close date alright company’s size deal size and Business size alright let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually developed by date created fans and more so I really want to choose the developed.
by or maybe the followers since I want to keep an eye on my employee that are actually following this so I will you understand 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 choices readily available within streak is really among the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t wish to opt for these sales if I finished with projects then I can choose the job phases right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also offer it various different colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming designated dealing with fixed and sound this is actually respectable and we likewise have customized where I can in fact 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 create private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click this fall and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have 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 add another lead let’s call it new 2 we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click brand-new now when you produce a lead we can in fact click on this link and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed remember and after that we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and then we have the remarks 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 when you’re finished 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 information gathered here and at the top we’re getting our account such as two leads one gotten in touch with 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 perform bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have personal alternative we have these three dots where we can find these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually simple you can get started totally free by simply adding the combination and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I’ve dealt with numerous customers, managed multiple tasks all at once, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a solution, I explored different platforms however discovered them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to handle and monitor the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from lead generation to task completion.
You can categorize contacts, create custom phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
facilitates cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important e-mails, and work together in real-time, boosting performance and making sure everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop templates for typical e-mail actions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software application development. Here’s how:.
offers a robust API and substantial developer documentation, making it easy to integrate with other tools and develop custom options.
This versatility permits self-employed journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement tasks, from ideation to release.
You can produce custom phases for different advancement phases, designate jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use functions, reducing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more cost effective option, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail communication.
As an independent journalist, managing your hiring procedure and customer relationships is critical to your success. deals a user-friendly and budget friendly service that seamlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.