As a skilled freelance reporter, I comprehend the obstacles of managing projects. Streak Vs Prosperworks Crm For Gmail …tracking leads, and nurturing customer relationships. Over the years, I have actually experimented with numerous tools to streamline my workflow and enhance efficiency. One tool that has actually truly changed my hiring process. In this post, I will explore the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Streak Vs Prosperworks Crm For Gmail for your consumer relations partnership interaction and far more so let’s get into it first off 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 simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete newbie it will assist you personalize a best process for your group and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s totally free so when you get to the website you’ll get this option here which is add 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 on contribute to Chrome click ADD extension and your extension will be added all right 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 just check in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this brand-new alternative 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 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 employing so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have various choices firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead called pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal 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 offer your phase a name let’s say that you really wished to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really select different colors for each of the stages however I believe all of these are really currently created so this is actually 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 type of like the very 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 in fact let’s eliminate the demonstration here and after that we have working out with negotiating I can go with 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 free type a date check box fall General email email tracking task calls and conferences so I don’t 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 really rearrange and put the notes here okay email thread count close date alright company’s size offer size and Business size all right let’s eliminate the company size and I’m gon na really discover something else within the general where we have actually developed by date produced fans and more so I in fact wish to go for the created.
by or perhaps the followers since I want to keep track of my employee that are in fact following this so I will you understand 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 lot of alternatives offered within streak is in fact one of the simplest and among the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my task again if I didn’t want to opt for these sales if I did with jobs then I can choose the task phases right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it different different colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others realty assistance and custom So within our assistance you can see we have inbound appointed dealing with solved and noise this is really pretty good and we likewise have custom where I can in fact start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na go with the sales here and click produce personal 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 develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click on this fall and we have manage stage or relabel so as I proceed as I add 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 add a box so click on 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 enter so now you can see we have actually one lead created 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 new two we can really 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 say there was a gotten in touch with as well there’s one working out so I’ll just merely click new now once you develop a lead we can really click here and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even publish files and then we have the comments 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 produce a lead within your as soon as you’re made with this you can in fact click on get in and it will be closed now it will show 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 contacted 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 option we have these 3 dots where we can discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail really quickly from here and it will likewise show me the e-mails 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 email and with merge e-mail what happens is I can actually develop a follow-up e-mails and various storage e-mails here and we have active advises so using is really simple you can start totally free by just adding the integration and now you understand how to use as a total newbie 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 associates with. As an independent journalist, I’ve worked with many clients, managed multiple projects simultaneously, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who greatly count on email communication. Here are some key benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear summary of your communications with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to handle and keep track of the development of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to task conclusion.
You can categorize contacts, develop custom stages, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can designate jobs, share essential emails, and team up in real-time, enhancing efficiency and ensuring everyone stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can create templates for typical email responses, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and extensive designer documentation, making it easy to integrate with other tools and build custom-made options.
This flexibility permits self-employed journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to deployment.
You can develop custom-made stages for different development phases, designate tasks to team members, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more cost effective option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and customer relationships is vital to your success. offers a inexpensive and user-friendly option that seamlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.