As a skilled freelance reporter, I understand the difficulties of managing tasks. Streak Sales Vs Crm …tracking leads, and nurturing customer relationships. For many years, I’ve try out numerous tools to improve my workflow and improve efficiency. One tool that has really changed my hiring procedure. In this article, I will explore the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to use Streak Sales Vs Crm for your consumer relations partnership communication and a lot more so let’s enter it first off you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total newbie it will assist you customize an ideal process for your team and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s completely complimentary so when you get to the site you’ll get this alternative here which is contribute 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 all right 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 ensure 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 access and we’re gon na simply scroll down and click allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and then we have this 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 merges 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 hiring 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 various choices firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will give your stage a name let’s say that you really wanted to produce another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really select various colors for each of the stages however I think all of these are actually already produced so this is in fact pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are type of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and then we have negotiating with negotiating I can go with 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 type a date check box drop down 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 choose this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here okay email thread count close date alright company’s size deal size and Company size all right let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually produced by date developed followers and more so I really want to choose the produced.
by or maybe the fans since I wish to keep track of my employee that are actually following this so I will you know 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 alternatives available within streak is really among the easiest and among the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my project again if I didn’t want to opt for these sales if I did with tasks then I can choose the task stages right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise give it different different colors we also have organization Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others realty assistance and custom So within our support you can see we have incoming appointed dealing with resolved and sound this is really pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click on develop 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 produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can actually click this fall and we have handle stage or relabel so as I continue 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 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 just call it brand-new and click on get in so now you can see we have actually one lead developed let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new two we can actually open this up in a brand-new tab from here too however 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 called as well there’s one working out so I’ll just simply click on brand-new now when you create a lead we can really click here and it will now open the different 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 remember and after that we have invite teammates 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 reveal you the e-mails 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 develop a lead within your as soon as you’re done with this you can actually click on go into 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 two leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as deleting and sharing too 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 phases Combinations and automation this is one of the crucial ones click here and you’ll have the ability 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 very easily and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge e-mail and with merge email what happens is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active advises so using is actually simple you can get going for free by simply adding the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I have actually dealt with numerous customers, managed numerous tasks concurrently, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my mission for a solution, I checked out numerous 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 freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent reporters who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, providing you a clear overview of your communications with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to monitor the progress and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from list building to job completion.
You can categorize contacts, produce custom stages, set reminders, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with partnership by enabling you to share pipelines and interact with employee within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, boosting performance and making sure everyone remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create design templates for common e-mail responses, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive developer documents, making it simple to integrate with other tools and build custom services.
This flexibility enables self-employed reporters with coding abilities to extend the performance of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software advancement tasks, from ideation to implementation.
You can create customized stages for various development phases, appoint jobs to staff member, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring process and client relationships is vital to your success. deals a instinctive and affordable option that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.