As an experienced freelance reporter, I understand the obstacles of handling tasks. Streak Crm Vs Odoo …tracking leads, and nurturing customer relationships. For many years, I have actually try out numerous tools to improve my workflow and enhance performance. One tool that has actually truly changed my hiring procedure. In this short article, I will look into the benefits 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 use for beginners hey men invite back in this video I will be showing you how to utilize Streak Crm Vs Odoo for your consumer relations partnership communication and much more so let’s get into it first off you need 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 fantastic and I’ll show you how to do that as a total beginner it will assist you customize an ideal procedure for your group and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s entirely 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 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 contributing 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 just sign in make certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access 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 recently viewed all tracked e-mails and updated reply and after that we have this 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 combines so you can see this resembles our brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus on top and you will provide your phase a name let’s say that you really wished to produce another um you understand stage 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 in fact choose different colors for each of the stages however I think all of these are actually already created so this is really pretty impressive what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo two 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 different fields that you want so you will click on this plus here and we have complimentary kind a date check box fall General email email tracking job 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 in fact missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date all right company’s size deal size and Business size all right let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually created by date developed followers and more so I actually want to go for the produced.
by or possibly the followers because I wish to keep track of my team members that are really following this so I will you know 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 great deal of choices readily available within streak is really among the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my project again if I didn’t want to opt for these sales if I did with tasks then I can opt for the task stages right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also give it various different colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others realty assistance and custom So within our assistance you can see we have actually inbound assigned working on fixed and sound this is in fact pretty good and we also have customized where I can actually start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with an employee 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 produce a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click on this fall and we have manage stage or relabel 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 add it click 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 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 new I’m going to include another lead let’s call it new two we can really open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called as well there’s one working out so I’ll just simply click on new now as soon as you create a lead we can really click on this link 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 various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can welcome the staff member we have include columns we have e-mails files and remarks 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 then we have the remarks 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 produce a lead within your when you’re finished with this you can actually click on 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 gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications 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 data they very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail really easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine e-mail and with merge email what takes place is I can in fact develop a follow-up emails and various storage emails here and we have active advises so using is really easy you can get started for free by simply adding the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I’ve worked with numerous clients, managed multiple tasks all at once, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a central system to streamline my operations.
In my mission for a service, I checked out various platforms but discovered them to be either too complex or too costly 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 seamlessly incorporates with Gmail, making it perfect for independent journalists who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails easily, giving you a clear overview of your communications with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to monitor the progress and manage of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to task completion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important e-mails, and work together in real-time, enhancing productivity and ensuring everybody stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can produce templates for common e-mail responses, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software development. Here’s how:.
offers a robust API and extensive developer documents, making it easy to integrate with other tools and construct custom-made options.
This flexibility enables freelance reporters with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to implementation.
You can produce custom-made phases for various development phases, assign tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, lessening the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and modification.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget friendly option, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email interaction.
As an independent journalist, managing your hiring process and customer relationships is critical to your success. offers a affordable and intuitive solution that perfectly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.