As a skilled freelance reporter, I understand the challenges of handling jobs. Salesforce Crm Vs Streak …tracking leads, and nurturing client relationships. Throughout the years, I’ve experimented with numerous tools to enhance my workflow and improve performance. One tool that has truly transformed my hiring procedure. In this post, I will delve into the benefits of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be showing you how to utilize Salesforce Crm Vs Streak for your consumer relations cooperation communication and much more so let’s enter it to start with you require to go to streak.com and you will arrive on 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 actually turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete novice it will assist you personalize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s totally free so when you get to the site you’ll get this alternative here which is add 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 contribute to Chrome click on ADD extension and your extension will be included alright it’s done and now it is adding 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 simply sign in ensure to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click 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 viewed all tracked e-mails and updated reply and after that we have this new option 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 is like our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales 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 brand-new pipeline here and we have different options 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 gotten in touch with pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will offer your stage a name let’s state that you really wanted to create another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose different colors for each of the stages however I believe all of these are really already developed so this is really quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I think 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 then 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 different fields that you want 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 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 go with this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here all right email thread count close date all right company’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually produced by date produced fans and more so I really wish to go for the produced.
by or perhaps the fans because I wish to monitor my employee 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 choices offered within streak is in fact one of the simplest and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project again if I didn’t wish to opt for these sales if I made with jobs then I can go with the job stages right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it different different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound assigned working on fixed and noise this is really pretty good and we also 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 opt for the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on 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 just call it brand-new and click enter so now you can see we have one lead created 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 new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click on brand-new now when you develop a lead we can really click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your once you’re made 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 gathered here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can discover these phases Integrations and automation this is one of the crucial 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 also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what occurs is I can in fact create a follow-up emails and different storage e-mails here and we have active advises so utilizing is really easy you can start totally free by just adding the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I have actually dealt with various customers, managed numerous tasks simultaneously, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my quest for an option, I checked out numerous platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for independent journalists who heavily rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails easily, providing you a clear overview of your communications with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to task completion.
You can categorize contacts, develop custom stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can assign jobs, share important emails, and work together in real-time, boosting productivity and making sure everybody stays on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for common email reactions, schedule follow-ups, and established reminders, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to integrate with other tools and develop custom options.
This flexibility allows independent journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application advancement tasks, from ideation to implementation.
You can create custom stages for different development phases, appoint tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, decreasing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Economical option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail communication.
As an independent reporter, handling your hiring process and client relationships is paramount to your success. offers a user-friendly and inexpensive option that flawlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.