As a skilled freelance reporter, I comprehend the difficulties of handling jobs. Streak Vs Freshworks Crm …tracking leads, and supporting client relationships. Over the years, I have actually experimented with various tools to improve my workflow and enhance effectiveness. One tool that has actually really changed my hiring procedure. In this short 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 novices hey people invite back in this video I will be showing you how to use Streak Vs Freshworks Crm for your client relations collaboration communication and far more so let’s enter it firstly you need to go to streak.com and you will land on this site right here now is a type 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 actually remarkable and I’ll show you how to do that as a complete novice it will help you personalize a perfect procedure for your team and you will be able to get your work done now let’s really enter into the process now is readily available as an extension and it’s completely complimentary 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 on add to Chrome click ADD extension and your extension will be added all right 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 merely check in make certain to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and upgraded 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 combines so you can see this is like our brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have various choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size company 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 stage a name let’s say that you in fact wished to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact pick various colors for each of the stages however I think all of these are actually currently developed so this is actually pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and after that we have working out with negotiating I can go with like in progress or something and now you can see these are my phases 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 totally free type a date check box drop down General e-mail e-mail tracking task 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 actually missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date fine company’s size offer size and Business size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually produced by date produced fans and more so I really wish to go for the created.
by or maybe the fans since I wish to track 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 great deal of options readily available within streak is really among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my project once again if I didn’t want to go for these sales if I made with projects then I can go with the task stages right here and again the fields the procedure is going to be similar you will select 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 financier fundraising others realty assistance and custom-made So within our assistance you can see we have incoming appointed dealing with fixed and noise this is really respectable and we likewise have custom where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can in fact click on this fall and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include 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 new and click enter so now you can see we have actually one lead developed let’s say that there is actually 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 2 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 in this manner now you can see we have 2 leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click on new now when you create a lead we can actually click on this link and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even upload files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can actually click on get in and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with combine email what takes place is I can in fact create a follow-up emails and different storage emails here and we have active instructs so using is truly easy you can get going for free by simply including the combination and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a self-employed reporter, I’ve worked with numerous customers, handled numerous projects concurrently, and maintained an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for a service, I checked out numerous platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent journalists who greatly count on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear summary of your communications with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to keep track of the development and handle of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from lead generation to job conclusion.
You can classify contacts, create custom phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
assists in collaboration by enabling you to share pipelines and interact with employee within the platform.
You can designate jobs, share essential emails, and team up in real-time, boosting performance and guaranteeing everybody stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can produce templates for typical e-mail responses, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
supplies a robust API and substantial developer documentation, making it simple to integrate with other tools and build custom options.
This versatility permits independent reporters with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to deployment.
You can produce custom phases for various advancement stages, appoint jobs to employee, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical service, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As a freelance reporter, handling your hiring process and client relationships is vital to your success. offers a budget-friendly and intuitive option that flawlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.