As a skilled freelance reporter, I understand the challenges of managing jobs. Agile Crm Vs Streak Crm …tracking leads, and nurturing customer relationships. For many years, I’ve explore various tools to improve my workflow and enhance performance. One tool that has genuinely changed my hiring process. In this short article, I will explore the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to use Agile Crm Vs Streak Crm for your consumer relations cooperation interaction and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete novice it will help you personalize a best process for your team and you will be able to get your work done now let’s really get into the process now is available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this alternative here which is add to Chrome and you’re.
going to pick 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 alright 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 simply scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and upgraded reply and after that we have this brand-new alternative which is the pipeline so if I click 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 dashboard for here I’ll be able to develop 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 really do that you will click on brand-new pipeline here and we have different 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 gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size business size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will give your phase a name let’s state that you in fact wished 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 offer it your color so we can in fact select different colors for each of the stages but I think all of these are actually already developed so this is actually quite remarkable 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 demonstration are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and after that 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 various fields that you want so you will click on this plus here and we have free form 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 really missing and I’ll in fact reorganize and put the notes here okay email thread count close date all right business’s size deal size and Business size alright let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually developed by date produced fans and more so I really want to go for the developed.
by or maybe the fans due to the fact that I wish to keep an eye on my staff member that are actually following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is really one of the simplest and among the most uh you know flexible out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the project phases right here and once 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 offer it different different colors we likewise have business Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search financier fundraising others realty support and custom-made So within our support you can see we have actually incoming assigned dealing with fixed and noise this is really respectable and we likewise have customized where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click on this drop down and we have manage 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 the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click enter so now you can see we have one lead developed let’s say that there is in fact 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 2 we can actually open this up in a 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 2 leads then let’s state there was a called too there’s one working out 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 different fields that we added so this is a brand-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 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 e-mails and it will show you the emails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re done with this you can actually click on go into and it will be closed now it will reveal 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 contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can discover these stages Combinations and automation this is one of the important ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge email and with merge email what happens is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is really simple you can get started for free by simply including the combination and now you know how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As an independent journalist, I have actually worked with many clients, handled multiple jobs concurrently, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to simplify my operations.
In my mission for a solution, I explored numerous platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed reporters who greatly rely on email communication. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails easily, giving you a clear overview of your communications with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to handle and keep track of the development of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from list building to task conclusion.
You can classify contacts, create customized phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important emails, and team up in real-time, boosting efficiency and ensuring everybody stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive designer paperwork, making it easy to integrate with other tools and develop custom-made options.
This versatility allows independent journalists with coding skills to extend the functionality of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development jobs, from ideation to release.
You can create customized phases for different advancement phases, designate jobs to team members, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, lessening the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more affordable service, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email communication.
As a self-employed reporter, managing your hiring process and client relationships is paramount to your success. deals a user-friendly and budget friendly service that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might 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 a writer, material, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.