As a skilled freelance journalist, I understand the challenges of managing projects. Salesforce Essentials Vs Streak Crm …tracking leads, and nurturing customer relationships. Over the years, I have actually experimented with different tools to improve my workflow and improve effectiveness. One tool that has truly reinvented my hiring procedure. In this post, I will explore the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer 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 Salesforce Essentials Vs Streak Crm for your customer relations cooperation communication and much more so let’s get into it first of all you need to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete novice it will assist you personalize an ideal process for your group and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s entirely free so as soon as you get to the website 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 on add to Chrome click on ADD extension and your extension will be included okay it’s done and now it is adding 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 merely check in ensure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen all tracked emails 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 is like our new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will provide your phase a name let’s state that you really wished to create another um you know stage 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 actually select various colors for each of the stages however I think all of these are actually already created so this is actually pretty remarkable what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact 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 demonstration here and then we have working out 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 various fields that you want so you will click this plus here and we have complimentary kind a date check box fall 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here fine e-mail thread count close date fine company’s size offer size and Company size all right let’s get rid of the business size and I’m gon na really discover something else within the basic where we have actually created by date created fans and more so I really want to choose the created.
by or possibly the followers since I wish to keep an eye on my staff member that are in fact 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 lot of options offered within streak is in fact one of the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t wish to go for these sales if I made with projects then I can go with the project phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also provide it various different colors we likewise have company Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others realty support and custom So within our assistance you can see we have actually inbound designated dealing with solved and noise this is in fact respectable and we likewise have customized where I can in fact start something from the scratch totally according to my business for me we merely have the sales so I’m gon na opt for the sales here and click develop personal 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 on develop now it will just take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click this fall and we have handle phase or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add 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 go into so now you can see we have one lead produced let’s state 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 add another lead let’s call it brand-new two we can really open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just simply click new now as soon as you produce a lead we can in fact click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the employee we have add columns we have e-mails files and comments you can switch 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 once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re done with this you can really click on go into and it will be closed now it will reveal 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have private option we have these three dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge email and with combine email what occurs is I can actually create a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can get going for free by just including the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a self-employed reporter, I have actually dealt with many clients, handled numerous jobs at the same time, and maintained a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a service, I checked out numerous platforms however found them to be either too intricate or too costly 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 consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail communication. Here are some essential advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, offering you a clear summary of your communications with customers, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from list building to project completion.
You can classify contacts, create custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with team members within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, boosting efficiency and making sure everybody remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring tasks.
You can produce design templates for typical email responses, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software development. Here’s how:.
supplies a robust API and extensive developer paperwork, making it simple to incorporate with other tools and develop custom-made options.
This flexibility allows self-employed reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to implementation.
You can develop custom-made phases for various advancement phases, appoint jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, reducing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more inexpensive service, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is paramount to your success. deals a intuitive and budget-friendly service that flawlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, writer, or editor creator, 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 effect of Streak CRM in your freelance journalism undertakings.