As an experienced freelance journalist, I comprehend the difficulties of managing jobs. Freshsales Vs Streak Crm …tracking leads, and nurturing customer relationships. Over the years, I’ve try out numerous tools to improve my workflow and enhance performance. One tool that has genuinely transformed my hiring process. In this post, I will delve into the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to use Freshsales Vs Streak Crm for your customer relations collaboration communication and much more so let’s enter into it to start with you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our simple 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 show you how to do that as a total beginner it will assist you tailor an ideal process for your group and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s entirely complimentary so when you get to the site 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 add to Chrome click on ADD extension and your extension will be included 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 simply check in make sure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing fine 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 notes so if you wish to add another phase you will click this Plus on top and you will provide your phase a name let’s say that you actually wanted to produce another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really pick different colors for each of the stages but I believe all of these are actually already produced so this is in fact 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 demonstration are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration 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 different fields that you want so you will click on this plus here and we have free type a date check box fall General email email tracking task 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 really missing and I’ll in fact rearrange and put the notes here okay email thread count close date fine business’s size offer size and Business size all right let’s get rid of the company size and I’m gon na really find something else within the general where we have actually created by date created fans and more so I really wish to go for the created.
by or possibly the followers due to the fact that I wish to keep an eye on my staff member 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 lot of choices offered within streak is in fact among the easiest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my task once again if I didn’t want to opt for these sales if I did with jobs then I can opt for the project stages right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it various different colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others realty support and custom So within our assistance you can see we have inbound assigned working on resolved and noise this is actually pretty good and we also have customized where I can in fact start something from the scratch totally according to my service for me we simply have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click create now it will simply take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click this drop down 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 the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click enter so now you can see we have one lead produced let’s say that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply 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 negotiating so I’ll just simply click brand-new now once you create a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re done with this you can in fact click enter 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 contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail very easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what takes place is I can actually produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is truly simple you can begin for free by just adding the integration and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As an independent journalist, I have actually worked with numerous clients, handled multiple projects all at once, and maintained a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my mission for a solution, I checked out numerous platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed reporters who heavily rely on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from lead generation to task completion.
You can classify contacts, develop custom stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by enabling you to share pipelines and interact with team members within the platform.
You can appoint tasks, share crucial e-mails, and team up in real-time, improving efficiency and ensuring everyone remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can develop templates for typical e-mail responses, schedule follow-ups, and established pointers, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive designer documents, making it easy to incorporate with other tools and develop custom options.
This flexibility enables self-employed journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application development jobs, from ideation to deployment.
You can produce custom-made phases for different advancement stages, assign tasks to team members, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more inexpensive solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and customer relationships is critical to your success. offers a instinctive and economical service that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.