As a skilled freelance reporter, I understand the obstacles of managing projects. Salesforce Vs Streak Crm …tracking leads, and nurturing customer relationships. Throughout the years, I’ve experimented with numerous tools to enhance my workflow and enhance performance. One tool that has actually truly changed my hiring process. In this short article, I will look into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be showing you how to utilize Salesforce Vs Streak Crm for your customer relations collaboration interaction and a lot more so let’s enter into it firstly you need to go to streak.com and you will land 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 Hub and we can in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete newbie it will assist you customize an ideal procedure for your team and you will have the ability to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s entirely free so once you get to the site you’ll get this option 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 add to Chrome click on 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 check in ensure to sign.
into the same Gmail that you have included 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 on enable after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and upgraded reply and then we have this brand-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 merges so you can see this resembles our brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead called 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 email from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wished to produce another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose different colors for each of the stages however I believe all of these are actually currently produced so this is in fact quite impressive what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo 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 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 this plus here and we have free form a date check box fall General e-mail email tracking job calls and conferences 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 in fact missing out on and I’ll in fact reorganize and put the notes here all right email thread count close date fine company’s size deal size and Company size all right let’s get rid of the business size and I’m gon na actually discover something else within the general where we have actually developed by date created fans and more so I really wish to go for the developed.
by or perhaps the followers since I want to track my team members that are actually following this so I will you understand 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 choices available within streak is actually one of the easiest and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my task once again if I didn’t want to choose these sales if I finished with projects then I can go with the job stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it various different colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others realty assistance and customized So within our assistance you can see we have inbound appointed dealing with fixed and sound this is really respectable and we also have customized where I can actually start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose 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 create now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have handle phase or rename 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 on the top here add 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 on go into so now you can see we have actually one lead created let’s state 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 actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click new now when you produce a lead we can really click here and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created remember and then we have welcome teammates so from here I can welcome the team members we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even publish 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 produce a lead within your as soon as you’re done with this you can really click 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 two leads one contacted 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 deleting and sharing as well uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can discover these phases Combinations and automation this is one of the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail really 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 emails now with our so this is the merge email and with merge e-mail what happens is I can actually produce a follow-up e-mails and various storage emails here and we have active advises so using is actually simple you can get started for free by just adding the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As an independent journalist, I have actually worked with many clients, handled numerous jobs at the same time, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for an option, I checked out numerous platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily count on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, providing you a clear summary of your communications with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to keep track of the development and manage of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from lead generation to task completion.
You can categorize contacts, create custom phases, set reminders, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can assign jobs, share essential emails, and collaborate in real-time, boosting efficiency and ensuring everybody stays on the same page.
Adjustable Workflows:.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial designer paperwork, making it easy to incorporate with other tools and develop custom-made solutions.
This flexibility allows freelance reporters with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to implementation.
You can develop custom-made phases for various advancement stages, appoint jobs to employee, and track development efficiently.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
uses a more budget-friendly option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail communication.
Conclusion:.
As a freelance reporter, managing your hiring process and customer relationships is vital to your success. deals a economical and instinctive solution that perfectly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.