As a skilled freelance reporter, I understand the challenges of handling jobs. Streak Crm Vs Salesflare …tracking leads, and supporting client relationships. Over the years, I’ve try out numerous tools to enhance my workflow and enhance performance. One tool that has genuinely changed my hiring process. In this short article, I will look into the benefits of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to use Streak Crm Vs Salesflare for your client relations partnership interaction and a lot more so let’s get into it first off 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 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 reveal you how to do that as a complete newbie it will help you personalize a best procedure for your group and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s entirely complimentary so once you get to the website you’ll get this choice here which is add 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 add 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 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 actually included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on enable 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 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 have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click on new pipeline here and we have various options firstly we have the stages so this is where you will select these stages for your pipeline and you can actually 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 e-mail last email from lead Source top priority market deal size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will give your phase a name let’s say that you actually wished to create another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really choose various colors for each of the stages but I think all of these are actually currently developed so this is actually pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and then we have working out 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 various fields that you desire so you will click this plus here and we have free type a date check box drop down General email e-mail tracking job calls and conferences so I don’t see anything for the course and meetings 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 really 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 eliminate the business size and I’m gon na in fact find something else within the general where we have created by date produced followers and more so I in fact want to opt for the developed.
by or perhaps the fans due to the fact that I want to keep track of my employee 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 desired for my pipeline now you can see there are a great deal of choices available within streak is actually among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t want to opt for these sales if I did with jobs then I can go with the project phases right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it various different colors we also have company Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others realty support and custom So within our support you can see we have actually inbound designated working on fixed and noise this is really pretty good and we also have custom-made where I can really start something from the scratch completely according to my service for me we simply 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 an employee so I’m going to opt for the shared one here and click on produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can really click on this drop down and we have handle stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on get in so now you can see we have one lead developed let’s say 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 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 in this manner now you can see we have 2 leads then let’s say there was a called too there’s one working out so I’ll just merely click on brand-new now as soon as you develop a lead we can in fact click on this link and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced remember and then we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even upload 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.
accessories so this is how you produce a lead within your when you’re finished with this you can actually click enter 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 called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can discover these stages Integrations 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 notifications 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 extremely quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail extremely quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what happens is I can in fact produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is truly easy you can start totally free by just including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As an independent journalist, I have actually worked with various clients, managed several projects simultaneously, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my mission for a solution, I explored numerous platforms but discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed reporters who heavily count on e-mail communication. Here are some key benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear overview of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to keep track of the development and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from list building to project conclusion.
You can categorize contacts, create custom stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important emails, and team up in real-time, enhancing performance and making sure everyone remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can produce design templates for common email actions, schedule follow-ups, and established tips, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and develop customized options.
This versatility enables self-employed journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to deployment.
You can create custom stages for different development stages, assign tasks to employee, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a user-friendly and cost effective solution that perfectly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, or material developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.