As a seasoned freelance reporter, I understand the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to utilize Sugar Crm Vs Streak Vs Salesforce for your consumer relations collaboration communication and a lot more so let’s enter it first off you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total beginner it will help you tailor a perfect 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 available as an extension and it’s totally free so as soon as you get to the site you’ll get this choice 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 add to Chrome click ADD extension and your extension will be included alright 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 check in make sure to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed 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 resembles our new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click 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 in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will give your phase a name let’s say that you in fact wished to produce another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually select different colors for each of the stages however I believe all of these are really already developed so this is really pretty remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we just opt for 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 working out 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 desire so you will click on this plus here and we have totally free type 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 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 choose this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date okay company’s size deal size and Business size alright let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have actually developed by date created followers and more so I really wish to opt for the developed.
by or maybe the fans because I wish to track my team members that are actually following this so I will you understand 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 choices readily available within streak is in fact among the simplest and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my task once again if I didn’t wish to choose these sales if I did with projects then I can opt for the task phases right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise give it different different colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others property support and customized So within our support you can see we have inbound designated working on solved and noise this is in fact pretty good and we also have customized where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click develop now it will simply take a second for a street to develop a pipeline for me so you can see this really 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 phase or rename so as I continue as I add different 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 include a box in the lead area here and let’s just call it new and click enter so now you can see we have one lead created let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it 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 by doing this 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 brand-new now once you create a lead we can in fact click here and it will now open the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and after that 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 emails and it will show you the e-mails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re finished with this you can actually click on enter 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 different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can develop 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 merge e-mail what occurs is I can in fact develop a follow-up e-mails and different storage emails here and we have active instructs so using is really simple you can begin for free by just including the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I’ve worked with various customers, handled several tasks concurrently, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my mission for an option, I explored various platforms however found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, giving you a clear summary of your communications with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to monitor the development and handle of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales process from list building to job completion.
You can categorize contacts, develop custom stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial emails, and team up in real-time, improving performance and guaranteeing everybody stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce design templates for typical e-mail responses, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive developer documents, making it easy to incorporate with other tools and develop custom options.
This versatility allows freelance reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application development jobs, from ideation to deployment.
You can develop custom phases for various advancement stages, appoint tasks to staff member, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, lessening the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Comparison 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:.
uses a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring process and customer relationships is critical to your success. offers a economical and user-friendly solution that flawlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.