As an experienced freelance journalist, I understand the challenges of handling jobs. Streak Crm Vs Streak Sales …tracking leads, and nurturing client relationships. Over the years, I’ve explore different tools to improve my workflow and enhance performance. One tool that has actually truly transformed my hiring procedure. In this short article, I will explore the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Streak Crm Vs Streak Sales for your customer relations partnership communication and much more so let’s enter it first of all you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center 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 novice it will assist you personalize a perfect process for your group and you will be able to get your work done now let’s actually enter the process now is offered as an extension and it’s completely free so once 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 contribute to Chrome click ADD extension and your extension will be included alright 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 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 just scroll down and click enable after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this brand-new option 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 control panel for here I’ll have the ability to create 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 new pipeline let’s actually do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email 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 add another stage you will click on this Plus at the top and you will give your stage a name let’s state that you really wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually select different colors for each of the stages but I believe all of these are actually already produced so this is in fact pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo here and after that we have negotiating 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 different fields that you desire so you will click this plus here and we have complimentary kind a date check box fall General email e-mail tracking task calls and meetings 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 and I’ll actually rearrange and put the notes here all right e-mail thread count close date all right business’s size deal size and Company size fine let’s eliminate the business size and I’m gon na actually find something else within the general where we have created by date developed followers and more so I in fact want to opt for the created.
by or maybe the fans because I wish to keep track of 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 desired for my pipeline now you can see there are a lot of alternatives available within streak is actually one of the simplest and among the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my task again if I didn’t wish to choose these sales if I finished with jobs then I can opt for the task stages right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also give it different various colors we also have service Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others real estate assistance and custom So within our assistance you can see we have actually incoming appointed working on fixed and sound this is in fact respectable and we also have custom where I can in fact start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with a staff 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 really click on this fall and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add 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 section here and let’s simply call it new and click on get in so now you can see we have one lead developed let’s say that there is in fact 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 two we can in fact 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 state there was a called too there’s one working out so I’ll just merely click brand-new now once you produce a lead we can in fact click on this link 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 various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even submit 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.
attachments so this is how you develop a lead within your as soon as you’re done with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our information gathered 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 different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files similarly 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 simple Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what occurs is I can really develop a follow-up emails and different storage emails here and we have active instructs so using is really simple you can start free of charge by just including the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent reporter, I have actually worked with various customers, managed numerous jobs concurrently, and preserved an extensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my quest for a solution, I checked out various platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed journalists who greatly rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, giving you a clear overview of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to monitor the progress and manage of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from lead generation to task completion.
You can classify contacts, produce custom phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates collaboration by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, boosting performance and making sure everybody remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce templates for typical email actions, schedule follow-ups, and established tips, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer documentation, making it simple to incorporate with other tools and develop customized solutions.
This versatility permits freelance journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to implementation.
You can create customized phases for various development stages, assign tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use features, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more inexpensive service, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
supplies a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As a self-employed reporter, handling your hiring procedure and customer relationships is paramount to your success. offers a economical and intuitive solution that effortlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.