As a seasoned freelance journalist, I comprehend the difficulties of managing tasks. Freshsales Crm Vs Streak Crm …tracking leads, and supporting customer relationships. Throughout the years, I have actually experimented with various tools to simplify my workflow and improve performance. One tool that has truly revolutionized my hiring procedure. In this post, I will explore the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to use Freshsales Crm Vs Streak Crm for your consumer relations cooperation interaction and far more so let’s get into it first of all you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete newbie it will help you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s really enter the process now is readily available as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this alternative here which is contribute 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 ADD extension and your extension will be included all right 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 make certain to sign.
into the 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 just scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails 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 merges so you can see this resembles our new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration 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 email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus on top and you will provide your phase a name let’s say that you really wished to create another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact pick various colors for each of the stages but I think all of these are actually already developed so this is really quite impressive what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate 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 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 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 really missing and I’ll in fact rearrange and put the notes here fine email thread count close date fine business’s size deal size and Company size okay let’s eliminate the company size and I’m gon na really find something else within the basic where we have created by date developed followers and more so I in fact want to choose the developed.
by or possibly the followers since I wish to track my staff member that are actually following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options readily available within streak is really among the easiest and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my job again if I didn’t want to go for these sales if I did with tasks then I can opt for the job 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 give it different various 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 phases task search financier fundraising others realty support and custom So within our assistance you can see we have actually inbound assigned working on solved and noise this is actually pretty good and we also have customized where I can in fact start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na choose 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 develop now it will simply take a 2nd for a street to create 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 in fact click this drop down and we have manage stage or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click enter 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 include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-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 this way now you can see we have 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click new now as soon as you create a lead we can really click here and it will now open the different fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced remember and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here 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 made with this you can in fact click on go into 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 2 leads one called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our easy Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what happens is I can really create a follow-up emails and different storage e-mails here and we have active instructs so using is truly easy you can get going for free by simply including the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As a freelance reporter, I have actually dealt with many clients, managed several tasks all at once, and preserved an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out various platforms however found 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily rely on email communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from lead generation to task conclusion.
You can classify contacts, develop custom stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important e-mails, and work together in real-time, improving performance and making sure everybody remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can create design templates for common email actions, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer documents, making it simple to incorporate with other tools and build custom services.
This versatility enables independent journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to release.
You can produce customized phases for different advancement stages, appoint jobs to staff member, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more affordable solution, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and customer relationships is paramount to your success. offers a user-friendly and budget-friendly solution that seamlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.