As a skilled freelance reporter, I comprehend the challenges of managing tasks. Streak Crm Vs Highrise …tracking leads, and supporting client relationships. For many years, I have actually try out different tools to improve my workflow and improve effectiveness. One tool that has actually really changed my hiring process. In this article, I will look into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to use Streak Crm Vs Highrise for your client relations collaboration interaction and a lot more so let’s enter into it first of all you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub 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 complete beginner it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s really enter into the process now is readily available as an extension and it’s completely totally free so once you get to the site you’ll get this alternative 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 contribute 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 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 simply sign in make certain to sign.
into the very 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 simply scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this brand-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 dashboard 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 working with so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various 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 gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will offer your stage a name let’s state that you really wanted to create another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select different colors for each of the stages however I believe all of these are actually already produced so this is really quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that 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 various fields that you want so you will click on this plus here and we have totally free type 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 go with this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date fine business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na actually find something else within the general where we have produced by date developed fans and more so I actually wish to choose the created.
by or possibly the fans since I want to monitor my employee 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 great deal of options readily available within streak is actually one of the easiest and among the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my project again if I didn’t wish to choose these sales if I did with tasks then I can opt for the project stages right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it different different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others real estate assistance and customized So within our support you can see we have actually incoming appointed dealing with dealt with and noise this is in fact pretty good and we likewise have customized where I can actually start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na go with 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 create 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 really click on this drop down and we have manage stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have one lead developed let’s say that there is actually closed one so I’m going to add 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 two we can in fact open this up in a 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 called as well there’s one working out so I’ll just simply click on 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 added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re finished with this you can actually click enter and it will be closed now it will show 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 carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail very quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what occurs is I can actually produce a follow-up emails and different storage emails here and we have active advises so using is really simple you can begin for free by simply including the combination and now you understand how to use 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 connects to. As an independent journalist, I have actually dealt with numerous clients, handled several projects at the same time, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my mission for a solution, I explored numerous platforms but discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who greatly depend on email interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear introduction of your interactions with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from list building to task conclusion.
You can classify contacts, produce customized phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share crucial e-mails, and collaborate in real-time, enhancing performance and ensuring everybody stays on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create design templates for common e-mail reactions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
provides a robust API and substantial developer paperwork, making it simple to integrate with other tools and build custom solutions.
This versatility allows freelance journalists with coding skills to extend the functionality of and customize it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software application development jobs, from ideation to release.
You can create customized stages for different development stages, designate tasks to employee, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use features, minimizing the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget-friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
supplies a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. offers a budget-friendly and user-friendly option that seamlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or writer creator, 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 effect of Streak CRM in your freelance journalism endeavors.