As a seasoned freelance reporter, I understand the obstacles of handling projects. Salesforce Crm Vs Streak Crm …tracking leads, and nurturing customer relationships. Over the years, I have actually explore different tools to enhance my workflow and enhance performance. One tool that has actually genuinely transformed my hiring process. In this short article, I will look into the benefits of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to use Salesforce Crm Vs Streak Crm for your consumer relations cooperation interaction and a lot more so let’s enter into it first of all you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total newbie it will assist you personalize a best process for your group and you will be able to get your work done now let’s in fact enter into the process now is offered as an extension and it’s totally complimentary so as soon as you get to the website you’ll get this option here which is contribute 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 ADD extension and your extension will be included all right it’s done and now it is adding 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 merely check in make sure to sign.
into the same Gmail that you have actually added 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 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 just recently viewed all tracked emails and upgraded reply and then we have this new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new control panel for here I’ll be able to produce 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 develop a new pipeline let’s actually do that you will click new pipeline here and we have different alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead called pitched demo working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source concern market deal 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 give your phase a name let’s state that you actually wanted to create another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose different colors for each of the stages but I think all of these are in fact already developed so this is in fact quite excellent what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we simply choose 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 negotiating 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 different fields that you want so you will click on this plus here and we have complimentary form 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 in fact reorganize and put the notes here fine e-mail thread count close date all right company’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have created by date created followers and more so I in fact want to go for the produced.
by or possibly the followers because I wish to keep an eye on my team members that are really 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 alternatives available within streak is actually one of the most convenient and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t wish to choose these sales if I did with projects then I can choose the task phases right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it different different colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others realty support and customized So within our assistance you can see we have actually inbound designated working on dealt with and noise this is in fact respectable and we also have custom-made where I can in fact start something from the scratch completely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on develop 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 develop now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click this fall and we have manage stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply 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 area here and let’s simply call it new and click on go into so now you can see we have actually one lead developed let’s say that there is really 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 new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click on brand-new now as soon as you develop a lead we can in fact click on this link and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that 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.
accessories so this is how you produce a lead within your once you’re finished with this you can really click go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing also 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 essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what happens is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so using is actually simple you can begin totally free by simply adding the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a self-employed reporter, I have actually worked with many clients, managed multiple projects concurrently, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for a solution, I checked out different 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 self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for independent reporters who greatly rely on e-mail communication. Here are some key benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, offering you a clear summary of your interactions with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from list building to task completion.
You can categorize contacts, develop custom-made phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important emails, and work together in real-time, improving productivity and ensuring everyone stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can develop templates for common email actions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software development. Here’s how:.
offers a robust API and substantial developer documentation, making it easy to incorporate with other tools and construct customized options.
This flexibility enables independent reporters with coding abilities to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to release.
You can produce custom phases for different development stages, appoint tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, minimizing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and modification.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more economical option, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
provides a more detailed suite of functions, consisting of advanced 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 integration with Gmail is helpful for users heavily reliant on email interaction.
As an independent journalist, handling your hiring process and client relationships is vital to your success. deals a user-friendly and economical service that flawlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.