As a skilled freelance reporter, I comprehend the challenges of handling projects. Monday.Com Vs Streak Crm …tracking leads, and nurturing customer relationships. Over the years, I have actually experimented with different tools to enhance my workflow and improve performance. One tool that has truly reinvented my hiring procedure. In this short article, I will look into 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 beginners hey men invite back in this video I will be showing you how to use Monday.Com Vs Streak Crm for your client relations collaboration interaction and far more so let’s get into it first off you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can add 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 amazing and I’ll show you how to do that as a total newbie it will assist you tailor a perfect procedure for your team and you will have the ability to get your work done now let’s really get into the procedure now is available as an extension and it’s entirely free so once you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be added fine it’s done and now it is adding 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 make sure to sign.
into the 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 merely scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-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 merges so you can see this resembles our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various choices to start with we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead called pitched demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wished to develop 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 offer it your color so we can really pick different colors for each of the stages however I believe all of these are in fact already produced so this is in fact pretty excellent what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of 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 totally free kind a date check box fall General email e-mail tracking task calls and meetings 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 go with this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here all right email thread count close date okay company’s size offer size and Company size okay let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have created by date developed fans and more so I really wish to choose the created.
by or possibly the followers since I wish to keep an eye on my staff member that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of choices readily available within streak is in fact one of the simplest and among the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my job once again if I didn’t wish to go for these sales if I made with tasks then I can choose the task phases right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also offer it different different colors we likewise have service 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 investor fundraising others property support and customized So within our assistance you can see we have incoming designated working on resolved and sound this is in fact pretty good and we likewise have custom where I can actually start something from the scratch completely according to my service for me we just have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down 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 ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have one lead produced let’s say that there is in fact 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 add another lead let’s call it brand-new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click on new now when you develop a lead we can really click on this link and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails 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 meeting notes and we even have our.
accessories so this is how you create a lead within your when 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 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 select different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well 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 discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the merge e-mail and with merge email what happens is I can actually create a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually easy you can get going free of charge by simply including the integration and now you understand how to utilize as a total beginner do not.
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 an independent journalist, I have actually worked with various customers, handled numerous tasks concurrently, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms but found them to be either too intricate or too costly 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 client relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who heavily depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to handle and monitor the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from list building to project conclusion.
You can classify contacts, produce custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with team members within the platform.
You can assign jobs, share crucial emails, and collaborate in real-time, improving efficiency and ensuring everybody stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop templates for common email reactions, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to incorporate with other tools and construct custom-made solutions.
This flexibility permits freelance reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to implementation.
You can develop custom stages for various advancement stages, assign tasks to team members, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable solution, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. offers a instinctive and budget-friendly solution that perfectly 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, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.