Streak Vs Agile Crm 2023 – Workflow Management Discounts

As an experienced freelance reporter, I understand the challenges of managing projects. Streak Vs Agile Crm …tracking leads, and nurturing customer relationships. Over the years, I’ve explore numerous tools to improve my workflow and improve performance. One tool that has actually truly revolutionized my hiring process. In this post, I will delve into the benefits of using for self-employed journalism, explore its features in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.

tutorial how to use for beginners hey people invite back in this video I will be showing you how to utilize Streak Vs Agile Crm  for your customer relations partnership communication and much more so let’s enter into it first off you require to go to streak.com and you will arrive on this website right here now  is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete beginner it will assist you customize a best procedure for your group and you will be able to get your work done now let’s really get into the process now  is available as an extension and it’s entirely 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 select 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 added 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 added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding  this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded 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 combines so you can see this resembles our new control panel for here I’ll be able to develop 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 really do that you will click new pipeline here and we have different choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you understand 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 priority industry deal size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will offer your phase a name let’s state that you really wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.

and you can give it your color so we can really pick various colors for each of the stages however I believe all of these are actually currently produced so this is in fact quite outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have totally free type a date check box fall General e-mail email 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 actually missing out on and I’ll in fact rearrange and put the notes here okay email thread count close date fine business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have developed by date developed followers and more so I really wish to opt for the produced.

by or perhaps the fans because I wish to monitor my employee that are really following this so I will you know 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 lot of options available within streak  is actually among the simplest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t wish to choose these sales if I did with jobs then I can choose the job stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it various different colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others realty support and custom-made So within our assistance you can see we have actually incoming designated dealing with resolved and sound this is really pretty good and we also have custom where I can in fact start something from the scratch completely according to my business for me we merely have the sales so I’m gon na go with the sales here and click on produce private or.

shared so I will be sharing this with an employee so I’m going to go with the shared one here and click produce now it will simply take a second 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 really click on this drop down 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 simply click and I’ll have the ability to add it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click on get in so now you can see we have actually one lead developed let’s state 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 add another lead let’s call it brand-new two we can in fact open this up in a brand-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 state there was a gotten in touch with too there’s one negotiating so I’ll just simply click brand-new now once you produce a lead we can actually click here and it will now open the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have invite teammates so from here I can welcome the team members we have include columns we have emails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even publish files and after that 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.

attachments so this is how you produce a lead within your as soon as you’re made with this you can in fact click on enter and it will be closed now it will reveal you something like this we have all of our data 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will be able to see we have private alternative we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for notices for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge email and with merge email what takes place is I can really create a follow-up emails and various storage e-mails here and we have active advises so utilizing  is truly simple you can start for free by simply adding the combination and now you understand how to utilize as a total novice do not.

My Journey as a Freelance Reporter:.

Prior to we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a self-employed journalist, I have actually dealt with numerous clients, managed several tasks at the same time, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.

In my quest for a service, I explored numerous platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.

: Simplifying Freelance Journalism Hiring.

is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance journalists who heavily rely on e-mail communication. Here are some essential advantages of using for your freelance journalism working with process:.

Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, offering you a clear summary of your interactions with clients, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to keep an eye on the progress and manage of your assignments and tasks.

Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from lead generation to task completion.

You can classify contacts, create custom-made phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.

Seamless Partnership and Teamwork:.

facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.

You can assign jobs, share crucial emails, and work together in real-time, improving productivity and ensuring everybody remains on the exact same page.
Personalized Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Terms of Coding and Software application:.

Beyond its application in independent journalism, provides benefits in regards to coding and software application development. Here’s how:.

Developer-Friendly Integration:.
supplies a robust API and substantial developer paperwork, making it simple to integrate with other tools and develop custom-made options.
This versatility enables independent reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Application Development:.

‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to implementation.

You can produce custom-made phases for different advancement phases, appoint tasks to staff member, and track development efficiently.
Advantages and disadvantages of

Pros:.

Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small companies.

Cons:.

Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.

While offers considerable advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.

Cost:.
uses a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Combination:.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.

As a self-employed reporter, handling your hiring procedure and customer relationships is critical to your success. offers a instinctive and budget friendly option that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.

Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.