As a seasoned freelance journalist, I comprehend the challenges of managing projects. Streak Vs Pipedrive Crm …tracking leads, and supporting customer relationships. For many years, I’ve try out various tools to streamline my workflow and enhance performance. One tool that has actually really revolutionized my hiring process. In this article, I will look into the advantages of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize Streak Vs Pipedrive Crm for your customer relations collaboration communication and a lot more so let’s enter it to start with you need to go to streak.com and you will arrive on this site right here now is a kind 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 really incredible and I’ll show you how to do that as a complete newbie it will help you customize a best procedure for your group and you will be able to get your work done now let’s really enter the process now is readily available as an extension and it’s entirely free so once you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on add to Chrome click ADD extension and your extension will be included okay 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 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 just scroll down and click enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked emails 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 develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have different options first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead contacted 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 e-mail from lead Source concern industry deal size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will offer your phase a name let’s say that you really wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really choose various colors for each of the stages however I think all of these are really already produced so this is in fact quite excellent what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo here and then 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 complimentary kind a date check box drop down General e-mail e-mail tracking job 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 go with this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here all right email thread count close date okay company’s size offer size and Business size alright let’s get rid of the company size and I’m gon na really find something else within the general where we have actually developed by date developed followers and more so I actually want to opt for the created.
by or possibly the fans since I wish to keep an eye on my staff member that are actually following this so I will you understand 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 available within streak is actually among the most convenient and one of the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my task once again if I didn’t wish to opt for these sales if I made with tasks then I can opt for the project stages right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also provide it various various colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our support you can see we have actually inbound appointed working on resolved and sound this is really respectable and we also have customized where I can actually start something from the scratch totally according to my company for me we merely have the sales so I’m gon na opt for the sales here and click create 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 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 pretty good now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click go into so now you can see we have actually one lead produced let’s say that there is in fact 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 brand-new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way 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 actually click on this link and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created remember and after that we have welcome teammates so from here I can welcome the staff member we have add columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even publish files and after that we have the remarks at the top here 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 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 pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have private option we have these three dots where we can find these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations customized builds 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 likewise now I can change to my various folders that we have here and I can create 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 actually created we will even have our combine emails now with our so this is the merge e-mail and with merge email what happens is I can really create a follow-up emails and different storage e-mails here and we have active instructs so utilizing is truly easy you can get started totally free by simply adding the integration and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I have actually dealt with many clients, handled numerous projects at the same time, and kept an extensive network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for a service, I explored different platforms but found them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly count on email interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to handle and keep track of the progress of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
helps with cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can assign tasks, share crucial e-mails, and team up in real-time, boosting productivity and ensuring everyone remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software development. Here’s how:.
offers a robust API and extensive designer paperwork, making it simple to integrate with other tools and build custom-made services.
This versatility allows freelance journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software advancement tasks, from ideation to deployment.
You can produce custom-made stages for different development stages, assign tasks to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As a freelance journalist, managing your hiring process and client relationships is paramount to your success. deals a budget-friendly and instinctive service that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.