As an experienced freelance reporter, I understand the challenges of managing tasks. Compare Linkedin Sales Navigator Vs Salesforce Crm Vs Streak …tracking leads, and nurturing client relationships. For many years, I have actually explore different tools to streamline my workflow and enhance efficiency. One tool that has actually genuinely transformed my hiring process. In this article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to use Compare Linkedin Sales Navigator Vs Salesforce Crm Vs Streak for your customer relations collaboration interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive on 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 Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete newbie it will help you tailor an ideal process for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely free so as soon as you get to the site you’ll get this option 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 added alright 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 merely check in ensure to sign.
into the very same Gmail that you have added the uh you know 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 look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and after that we have this new option 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 have the ability 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 create a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different choices 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 called pitched demonstration negotiating close phone closed uh you understand 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 top priority industry offer size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will provide your phase a name let’s state that you really wanted to produce another um you know stage here for instance 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 choose various colors for each of the stages however I think all of these are really already developed so this is really pretty outstanding what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and then we have negotiating with negotiating I can opt for 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 desire so you will click this plus here and we have complimentary form a date check box fall General e-mail e-mail tracking job calls and conferences so I don’t see anything for the course and meetings 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 and I’ll actually rearrange and put the notes here fine email thread count close date okay business’s size deal size and Business size okay let’s eliminate the business size and I’m gon na really find something else within the basic where we have actually produced by date created fans and more so I in fact want to go for the produced.
by or possibly the followers due to the fact that I wish to keep track of my employee that are really following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives offered within streak is actually one of the easiest and one of the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my task once again if I didn’t want to choose these sales if I made with projects then I can go with the task phases right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also offer it various various colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others real estate assistance and custom So within our support you can see we have actually incoming appointed dealing with dealt with and sound this is in fact pretty good and we also have custom where I can really start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click 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 new and click on get in so now you can see we have actually one lead produced let’s state 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 actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted also there’s one working out so I’ll just simply click brand-new now when you develop a lead we can actually click here and it will now open up 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 created remember and after that we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even submit files and after that we have the remarks at the top here once 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 made 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 information collected 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for alerts for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what occurs is I can really produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly simple you can get going totally free by just including the combination and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a self-employed reporter, I have actually worked with many clients, managed numerous tasks at the same time, and maintained a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for an option, I explored numerous platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on email communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to handle and keep an eye on the development of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from lead generation to task conclusion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with team members within the platform.
You can designate jobs, share essential emails, and team up in real-time, improving performance and ensuring everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce design templates for common e-mail responses, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to integrate with other tools and build custom solutions.
This flexibility allows self-employed journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to release.
You can produce customized stages for different development phases, appoint jobs to team members, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more inexpensive service, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As a self-employed reporter, handling your hiring procedure and customer relationships is critical to your success. deals a user-friendly and economical solution that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.