As a seasoned freelance reporter, I comprehend the difficulties of handling tasks. Dynamics Crm Vs Streak …tracking leads, and supporting customer relationships. For many years, I’ve explore various tools to enhance my workflow and improve performance. One tool that has actually really transformed my hiring procedure. In this post, I will look into the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Dynamics Crm Vs Streak for your customer relations partnership communication and much more so let’s get into it first off you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total beginner it will assist you personalize an ideal process for your group and you will be able to get your work done now let’s in fact 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 choice 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 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 just check in make sure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click allow 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 after that we have this 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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead contacted pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will give your phase a name let’s say that you really wanted to produce another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select various colors for each of the stages but I believe all of these are in fact currently created so this is actually quite excellent what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are type of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have working out with negotiating I can opt for 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 want so you will click this plus here and we have complimentary form a date check box fall General e-mail e-mail tracking job calls and conferences so I don’t 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 choose this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here alright email thread count close date alright company’s size deal size and Company size alright let’s get rid of the business size and I’m gon na actually discover something else within the general where we have created by date developed fans and more so I really want to opt for the developed.
by or perhaps the followers because I want to track 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 desired for my pipeline now you can see there are a great deal of options readily available within streak is really one of the simplest and among the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my task again if I didn’t wish to choose these sales if I made with tasks then I can opt for the project phases 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 provide it various different colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages task search financier fundraising others property assistance and customized So within our assistance you can see we have inbound appointed working on solved and noise this is really respectable and we also have custom where I can in fact start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on develop now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this fall and we have manage stage or rename so as I proceed as I include various 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 include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click get in so now you can see we have one lead created let’s say that there is actually 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 new two we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on brand-new now as soon as you create a lead we can in fact click here and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced remember and after that we have invite teammates so from here I can welcome the employee we have include columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks 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 finished with this you can really click go into 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 2 leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can find these stages Integrations and automation this is one of the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise integrate 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 produce a brand-new pipeline we can switch to our basic Gmail really easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with combine email what occurs is I can actually develop a follow-up emails and various storage e-mails here and we have active advises so using is truly simple you can get started totally free by simply including the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I’ve dealt with many clients, handled multiple jobs at the same time, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for an option, I checked out different platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails easily, providing you a clear summary of your communications with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to monitor the progress and manage of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to project conclusion.
You can categorize contacts, create custom phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
helps with collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial emails, and collaborate in real-time, improving productivity and making sure everybody stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop templates for typical e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom-made services.
This versatility enables independent journalists with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application development jobs, from ideation to deployment.
You can create customized phases for various development phases, designate jobs to staff member, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, reducing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a instinctive and budget-friendly solution that perfectly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.