Monday.Com Crm Vs Streak 2023 – Workflow Management Discounts

As a seasoned freelance reporter, I understand the challenges of handling jobs. Monday.Com Crm Vs Streak …tracking leads, and nurturing client relationships. For many years, I have actually experimented with various tools to improve my workflow and enhance performance. One tool that has actually really transformed my hiring procedure. In this short article, I will look into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.

tutorial how to use for beginners hey men invite back in this video I will be revealing you how to use Monday.Com Crm Vs Streak  for your customer relations collaboration communication and far more so let’s enter it firstly you require to go to streak.com and you will arrive at this site right here now  is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total beginner it will help you tailor a perfect process for your team and you will be able to get your work done now let’s in fact enter into the process now  is readily available as an extension and it’s totally totally free so when you get to the site you’ll get this choice here which is contribute 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 on ADD extension and your extension will be included okay 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 certain to sign.

into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after including  this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and updated 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 is like 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 working with 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 to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing 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 business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will provide your phase a name let’s state that you really wished to create another um you know phase here for example let’s state I didn’t have no strings so I can create right here.

and you can give it your color so we can actually pick various colors for each of the stages but I believe all of these are in fact currently developed 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 think pitched and demonstration are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have actually 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 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 want so you will click on this plus here and we have complimentary form a date check box fall General email e-mail tracking job calls and meetings so I do not 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 in fact missing and I’ll in fact rearrange and put the notes here fine email thread count close date fine business’s size deal size and Company size fine let’s get rid of the company size and I’m gon na really discover something else within the general where we have developed by date produced fans and more so I in fact want to opt for the created.

by or possibly the fans because I wish to keep track of my team members that are really following this so I will you understand 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 choices available within streak  is really among the simplest and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my project once again if I didn’t want to opt for these sales if I did with tasks then I can choose the project stages right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also offer it different various colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others real estate assistance and custom So within our assistance you can see we have incoming assigned working on dealt with and sound this is in fact pretty good and we likewise have custom where I can in fact start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on develop personal or.

shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to produce 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 this drop down and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include 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 on get in so now you can see we have one lead produced let’s state that there is really 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 2 we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just merely click on brand-new now once you produce a lead we can actually click here and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even upload files and after that 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.

accessories so this is how you develop a lead within your once you’re made with this you can really click on enter and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal alternative we have these three dots where we can find these phases Combinations and automation this is among the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine email and with merge e-mail what happens is I can actually produce a follow-up e-mails and different storage emails here and we have active instructs so using  is truly simple you can get started totally free by simply adding the combination and now you understand how to use as a complete beginner don’t.

My Journey as a Freelance Journalist:.

Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance reporter, I’ve worked with many customers, managed several tasks at the same time, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.

In my mission for an option, I checked out numerous platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.

: Streamlining Freelance Journalism Hiring.

is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily depend on email interaction. Here are some key benefits of using for your freelance journalism employing process:.

Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your assignments and tasks.

Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to project conclusion.

You can categorize contacts, develop customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.

Seamless Collaboration and Team Effort:.

facilitates cooperation by enabling you to share pipelines and communicate with employee within the platform.

You can designate jobs, share important e-mails, and collaborate in real-time, improving performance and ensuring everybody stays on the exact same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce templates for common email actions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software application:.

Beyond its application in freelance journalism, offers advantages in terms of coding and software application advancement. Here’s how:.

Developer-Friendly Combination:.
supplies a robust API and substantial developer documentation, making it easy to incorporate with other tools and build custom-made solutions.
This flexibility allows freelance journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Development:.

‘s pipeline function can be adjusted to manage software application development tasks, from ideation to deployment.

You can develop customized phases for different advancement stages, appoint tasks to employee, and track development efficiently.
Benefits and drawbacks of

Pros:.

Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small companies.

Cons:.

Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.

While offers significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.

Cost:.
provides a more budget-friendly service, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.

As an independent journalist, managing your hiring process and customer relationships is vital to your success. deals a budget friendly and instinctive option that seamlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.

Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.