As an experienced freelance journalist, I comprehend the challenges of handling jobs. Base Crm Vs Streak Crm …tracking leads, and nurturing customer relationships. For many years, I’ve try out numerous tools to improve my workflow and enhance performance. One tool that has genuinely changed my hiring process. In this article, I will explore the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to use Base Crm Vs Streak Crm for your customer relations cooperation interaction and a lot more so let’s get into it first of all you require to go to streak.com and you will arrive on 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 Center and we can really 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 assist you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s really get into the process now is offered as an extension and it’s entirely totally free so when you get to the website you’ll get this choice here which is contribute 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 contribute to Chrome click ADD extension and your extension will be added fine it’s done and now it is contributing 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 ensure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and updated reply and then we have this brand-new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will provide your stage a name let’s say that you in fact wished to create another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually choose different colors for each of the stages but I think all of these are actually already developed so this is really quite outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of 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 stages 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 fall General e-mail e-mail tracking job calls and meetings 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 go with this one here this is the field that was really missing and I’ll really reorganize and put the notes here okay e-mail thread count close date alright business’s size deal size and Company size okay let’s get rid of the company size and I’m gon na in fact find something else within the general where we have created by date created followers and more so I in fact wish to choose the produced.
by or maybe the followers because I want to track my team members that are actually following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of choices available within streak is really one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my project 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 choose these stages from here on this plus button here and you can also provide it various different colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases job search financier fundraising others property assistance and custom So within our support you can see we have inbound designated working on resolved and sound this is actually pretty good and we also have custom where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click create now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have manage stage or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click 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 simply call it brand-new and click enter so now you can see we have actually one lead produced let’s state that there is really 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 brand-new 2 we can actually open this up in a new tab from here too however 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 contacted also there’s one working out so I’ll just merely click brand-new now when you develop a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even upload 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.
accessories so this is how you create a lead within your when you’re done with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one called 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 erasing and sharing too uh one more thing with srix on top you will have the ability to see we have personal option we have these three dots where we can discover these stages Integrations and automation this is among the essential 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 likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what takes place is I can actually produce a follow-up e-mails and different storage e-mails here and we have active advises so using is truly easy you can start for free by simply adding the integration and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it connects to. As a self-employed reporter, I have actually worked with many customers, managed multiple projects at the same time, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a service, I explored various platforms however discovered them to be either too intricate or too expensive 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 client relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily rely on e-mail communication. Here are some key advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it easy to manage and monitor the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to task conclusion.
You can classify contacts, produce custom-made stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share essential e-mails, and work together in real-time, improving productivity and ensuring everyone stays on the same page.
Customizable Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can create templates for common email responses, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and substantial designer paperwork, making it simple to incorporate with other tools and develop customized options.
This versatility enables self-employed reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to release.
You can develop custom phases for different development stages, appoint tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
offers a more affordable service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Integration:.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email interaction.
Conclusion:.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. offers a budget friendly and user-friendly option that effortlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, writer, or editor 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 effect of Streak CRM in your freelance journalism ventures.