As an experienced freelance journalist, I understand the challenges of managing tasks. Streak Crm Vs Sales Hub …tracking leads, and supporting customer relationships. For many years, I have actually experimented with various tools to improve my workflow and enhance effectiveness. One tool that has truly reinvented my hiring process. In this article, I will delve into the benefits of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to use Streak Crm Vs Sales Hub for your customer relations collaboration interaction and a lot more so let’s get into it first of all you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete newbie it will help you customize a best process for your group and you will be able to get your work done now let’s in fact enter into the process now is available as an extension and it’s totally free so as soon as you get to the website you’ll get this alternative 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 add to Chrome click ADD extension and your extension will be included all right it’s done and now it is contributing 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 merely check in ensure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and upgraded reply and then we have this new alternative which is the pipeline so if I click 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 control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will pick 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 email last e-mail from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will give your phase a name let’s state that you in fact wanted to develop another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I believe all of these are in fact currently developed so this is actually pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are type of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demonstration here and after that we have negotiating 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 different fields that you desire so you will click on this plus here and we have totally free kind a date check box fall General e-mail 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 rearrange and put the notes here alright e-mail thread count close date okay business’s size deal size and Business size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually developed by date produced followers and more so I actually wish to choose the developed.
by or possibly the followers since I wish to keep track of my team members that are actually 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 readily available within streak is actually one of the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t wish to choose these sales if I did with projects then I can go with the task phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it various various colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others property assistance and customized So within our assistance you can see we have actually incoming assigned working on resolved and noise this is really pretty good and we likewise have customized where I can really start something from the scratch completely according to my business for me we simply have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to go with 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 in fact looks pretty good now I will be able to include my Lead Series so you can really click on this fall and we have manage stage or relabel so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able 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 just call it brand-new and click enter so now you can see we have actually one lead developed let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 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 two leads then let’s state there was a called also there’s one negotiating so I’ll just merely click on brand-new now once you create a lead we can actually click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can welcome the team members we have add columns we have emails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and after that we have the comments 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 when you’re done with this you can really click on get in 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 2 leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out 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 private option we have these 3 dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link 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 integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine email and with combine email what takes place is I can actually create a follow-up emails and different storage e-mails here and we have active advises so utilizing is really easy you can get started free of charge by simply adding the combination and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a self-employed journalist, I have actually dealt with many customers, managed numerous projects at the same time, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my mission for an option, I explored different platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for independent journalists who greatly depend on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, providing you a clear summary of your communications with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to job completion.
You can categorize contacts, produce custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential e-mails, and team up in real-time, improving productivity and ensuring everybody remains on the very same page.
Personalized Workflows:.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and construct custom options.
This flexibility permits freelance reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to release.
You can produce customized phases for various development phases, appoint tasks to employee, and track progress efficiently.
Pros and Cons of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, lessening the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Affordable option for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Expense:.
offers a more economical option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail communication.
Conclusion:.
As an independent journalist, handling your hiring procedure and customer relationships is critical to your success. offers a budget friendly and user-friendly option that seamlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, material, or editor developer, 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.