As a seasoned freelance journalist, I comprehend the difficulties of managing jobs. How Does Streak Crm Compare To Salesforce …tracking leads, and supporting client relationships. Over the years, I’ve explore various tools to improve my workflow and improve efficiency. One tool that has actually truly transformed my hiring process. In this post, I will look into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to utilize How Does Streak Crm Compare To Salesforce for your customer relations collaboration communication and a lot more so let’s enter into it to start with 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 basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete novice it will help you customize an ideal process for your team and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s totally complimentary so once 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 ADD extension and your extension will be included alright 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 simply check in make sure to sign.
into the same Gmail that you have actually 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 allow after adding this is what your Gmail will look 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 after that we have this new choice 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 brand-new dashboard for here I’ll have the ability to develop 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 produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will offer your stage a name let’s say that you really wanted to produce another um you know 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 really choose different colors for each of the stages but I believe all of these are really currently created so this is really quite outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate 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 various fields that you desire so you will click on this plus here and we have totally free kind a date check box drop down General e-mail email tracking task 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 go with this one here this is the field that was really missing and I’ll really rearrange and put the notes here all right e-mail thread count close date fine business’s size offer size and Business size okay let’s eliminate the company size and I’m gon na actually find something else within the general where we have actually created by date created fans and more so I in fact want to go for the developed.
by or perhaps the fans due to the fact that I want to monitor my team members that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of choices offered within streak is in fact among the most convenient and among the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my job once again if I didn’t want to go for these sales if I made with projects then I can choose the project stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also offer it different different colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your phases job search financier fundraising others real estate assistance and custom-made So within our support you can see we have actually incoming appointed dealing with dealt with and noise this is really pretty good and we also have custom-made where I can really start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na choose the sales here and click on produce 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 produce now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage phase 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 be able to add it click 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 get in so now you can see we have one lead created let’s state that there is in fact 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 add another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a called also there’s one working out so I’ll just merely click brand-new now as soon as you create a lead we can actually 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 various columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can in fact click get in and it will be closed now it will reveal 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 pick various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have personal choice we have these 3 dots where we can discover these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely easily from here and it will also show me the emails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what occurs is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can get started for free by simply adding the integration and now you understand how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent journalist, I’ve worked with many clients, handled several tasks at the same time, and preserved an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for an option, I checked out various 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 independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent reporters who heavily depend on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to monitor the progress and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from lead generation to job completion.
You can classify contacts, produce custom-made stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates partnership by permitting you to share pipelines and interact with staff member within the platform.
You can assign jobs, share important e-mails, and work together in real-time, improving performance and making sure everybody stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can develop design templates for common email actions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial designer paperwork, making it simple to incorporate with other tools and build customized solutions.
This flexibility allows independent journalists with coding skills to extend the functionality of and customize it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to implementation.
You can produce custom-made stages for different advancement phases, designate jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, decreasing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail communication.
As an independent reporter, handling your hiring process and client relationships is paramount to your success. deals a instinctive and budget-friendly service that effortlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.