As a seasoned freelance journalist, I understand the challenges of handling jobs. Streak Crm To Salesforce …tracking leads, and nurturing customer relationships. For many years, I’ve explore different tools to improve my workflow and enhance efficiency. One tool that has really reinvented my hiring process. In this post, I will look into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be revealing you how to use Streak Crm To Salesforce for your customer relations cooperation interaction and a lot more so let’s get into it first off 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 add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete novice it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this alternative 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 included fine 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 just sign in make sure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this brand-new alternative 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 is like our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales once 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 brand-new pipeline here and we have different choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will give your stage a name let’s state that you really wished to create another um you understand stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually pick different colors for each of the stages but I think all of these are actually already produced so this is in fact quite outstanding 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 demonstration are sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate 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 desire so you will click this plus here and we have free form 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 in fact missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date alright business’s size deal size and Business size alright let’s eliminate the company size and I’m gon na really find something else within the general where we have actually produced by date produced followers and more so I in fact wish to choose the produced.
by or possibly the followers since I want to monitor my staff member that are in fact following this so I will you know 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 readily available within streak is really among the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to opt 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 comparable you will choose these phases from here on this plus button here and you can likewise give it various various colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others real estate support and customized So within our support you can see we have inbound assigned working on solved and sound this is actually pretty good and we also have customized where I can actually start something from the scratch completely according to my service for me we just have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create 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 actually click on this fall 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 simply click and I’ll be able to include it click on 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 just call it new and click on go into so now you can see we have one lead developed let’s say 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 new 2 we can really 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 state there was a gotten in touch with also there’s one negotiating so I’ll just simply click brand-new now once you develop a lead we can in fact click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish 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 develop a lead within your when you’re done with this you can actually click enter and it will be closed now it will reveal 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 gotten in touch with 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 erasing and sharing too uh another thing with srix at the top you will have the ability to see we have private choice we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll be able to really integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files similarly now I can change to my various folders that we have here and I can create 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 created we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can really produce a follow-up emails and various storage emails here and we have active advises so using is truly simple you can begin for free by simply adding the combination and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As an independent journalist, I have actually worked with numerous customers, handled multiple jobs all at once, and preserved a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for an option, I explored numerous platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who greatly count on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with customers, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to monitor the development and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to task conclusion.
You can categorize contacts, create customized phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential emails, and work together in real-time, enhancing performance and ensuring everybody stays on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can create design templates for common email responses, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial designer documents, making it simple to incorporate with other tools and develop custom options.
This flexibility allows freelance journalists with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development jobs, from ideation to implementation.
You can develop customized stages for various advancement phases, designate jobs to staff member, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more economical service, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. deals a intuitive and affordable solution that seamlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, editor, or author creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.