As a seasoned freelance journalist, I comprehend the challenges of managing tasks. Streak Free Crm Vs Salesforce …tracking leads, and supporting customer relationships. Throughout the years, I have actually try out various tools to simplify my workflow and improve effectiveness. One tool that has really changed my hiring procedure. In this article, I will look into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to use Streak Free Crm Vs Salesforce for your customer relations collaboration interaction and far more so let’s enter into it to start with you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete beginner it will help you personalize a perfect process for your team and you will be able to get your work done now let’s actually enter into the process now is readily available as an extension and it’s completely complimentary so once you get to the website you’ll get this option here which is add to Chrome and you’re.
going to pick 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 added okay 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 sign in make certain to sign.
into the exact same Gmail that you have added 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 on permit after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this 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 control panel for here I’ll have the ability to create 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 produce 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 select these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will provide your phase a name let’s state that you in fact wished to develop another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really select various colors for each of the stages however I think all of these are in fact currently produced so this is actually pretty impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are kind of like the exact 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 really let’s get rid of 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 various fields that you want so you will click on this plus here and we have complimentary kind a date check box drop down General e-mail email tracking task calls and conferences 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 opt for this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here okay email thread count close date okay company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually created by date developed fans and more so I in fact wish to opt for the developed.
by or perhaps the fans since I want to track my staff member that are really following this so I will you know 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 choices offered within streak is really among the easiest and one of the most uh you understand versatile out there it’s really 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 finished with projects then I can go with the job stages right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it different different colors we also have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others real estate assistance and custom So within our support you can see we have actually inbound appointed working on dealt with and sound this is in fact pretty good and we likewise have custom where I can really start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have handle stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include a box so click on 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 on enter so now you can see we have actually one lead produced let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it 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 however 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 also there’s one working out so I’ll just simply click on brand-new now once you produce a lead we can really click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can switch 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 conference notes and we even have our.
accessories so this is how you develop a lead within your once you’re finished with this you can really click on go into 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 two leads one called 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 as well uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Combinations and automation this is among the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations custom constructs and more we can also incorporate 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 new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine email and with merge email what occurs is I can actually create a follow-up emails and different storage e-mails here and we have active advises so using is truly simple you can begin for free by just including the integration and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I’ve dealt with various clients, handled multiple tasks at the same time, and maintained a comprehensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for an option, I explored numerous platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent journalists who heavily depend on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails easily, offering you a clear summary of your interactions with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to handle and monitor the progress of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales process from list building to project conclusion.
You can categorize contacts, develop customized stages, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates cooperation by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important e-mails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can create templates for typical email actions, schedule follow-ups, and established pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and build custom solutions.
This versatility allows independent reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to implementation.
You can create custom phases for different development stages, appoint jobs to staff member, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more economical service, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. offers a inexpensive and intuitive solution that effortlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material 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 endeavors.