As a seasoned freelance journalist, I understand the obstacles of managing projects. Streak Crm Vs Fivenine …tracking leads, and supporting customer relationships. Throughout the years, I’ve experimented with various tools to improve my workflow and enhance effectiveness. One tool that has actually really revolutionized my hiring procedure. In this post, I will look into the advantages of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Vs Fivenine for your customer relations collaboration communication and much more so let’s enter it first off you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete novice it will assist you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s completely free so as soon as you get to the website you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be included fine 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 ensure to sign.
into the exact 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 merely scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and updated reply and after that we have this brand-new choice 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 brand-new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration 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 email from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will give your phase a name let’s state that you really wished to develop another um you know stage here for instance 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 in fact select different colors for each of the stages but I think all of these are in fact already developed so this is actually pretty impressive what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are type of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration here and then we have negotiating with negotiating I can choose 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 different fields that you desire so you will click this plus here and we have free kind a date check box fall 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 opt for this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date okay company’s size deal size and Company size fine let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually produced by date developed fans and more so I in fact want to choose the created.
by or perhaps the followers since I wish to track my team members 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 wanted for my pipeline now you can see there are a lot of choices available within streak is really one of the easiest and among the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my task again if I didn’t wish to choose these sales if I finished with jobs then I can opt for the task phases right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also give it different various 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 job search financier fundraising others property assistance and custom-made So within our assistance you can see we have incoming designated dealing with resolved and noise this is really respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na choose the sales here and click on develop 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 produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click this fall and we have handle phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click 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 actually one lead created let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two 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 by doing this now you can see we have 2 leads then let’s state there was a contacted also there’s one negotiating so I’ll just merely click new now once you create 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 new Elite that I developed and we have all of these various columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even submit 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.
accessories so this is how you produce a lead within your once 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 gathered here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have personal option 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 actually incorporate um other apps within yourr transfer information for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail very quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with combine email what happens is I can actually produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually easy you can get going for free by simply including the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a freelance journalist, I’ve dealt with various clients, managed several projects at the same time, and preserved an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for a service, I explored various platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails easily, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to handle and monitor the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, develop custom stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
helps with partnership by allowing you to share pipelines and interact with employee within the platform.
You can designate tasks, share important emails, and collaborate in real-time, boosting efficiency and making sure everyone remains on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop templates for common e-mail responses, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to incorporate with other tools and build custom-made options.
This versatility enables self-employed reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to implementation.
You can create custom stages for different advancement stages, appoint tasks to staff member, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly functions, decreasing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical service, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent reporter, managing your hiring process and client relationships is critical to your success. offers a user-friendly and inexpensive service that seamlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.