As an experienced freelance journalist, I understand the difficulties of handling jobs. Streak Vs Monday Crm …tracking leads, and nurturing client relationships. Over the years, I have actually try out different tools to simplify my workflow and improve efficiency. One tool that has really changed my hiring procedure. In this article, I will explore the benefits of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be showing you how to use Streak Vs Monday Crm for your consumer relations partnership interaction and much more so let’s enter it first of all you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total novice it will assist you customize an ideal process for your group and you will have the ability to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s entirely complimentary so when you get to the site you’ll get this option here which is contribute 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 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 ensure to sign.
into the very same Gmail that you have 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 on allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this 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 combines so you can see this is like our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size business size close rate email 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 say that you actually wanted to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact select different colors for each of the stages but I think all of these are actually currently created so this is actually pretty excellent what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and after that we have working out with negotiating I can choose 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 various fields that you desire so you will click this plus here and we have totally free form a date check box fall General e-mail email 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 choose this one here this is the field that was in fact missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date fine company’s size offer size and Business size alright let’s eliminate the business size and I’m gon na actually find something else within the basic where we have actually developed by date developed fans and more so I in fact want to opt for the produced.
by or possibly the fans since I want to track my staff member that are in fact 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 lot of options offered within streak is really one of the simplest and among the most uh you know 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 choose these sales if I did with jobs then I can go with the project stages 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 offer it various different 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 phases job search financier fundraising others real estate assistance and customized So within our assistance you can see we have inbound appointed dealing with solved and sound this is in fact respectable and we also have customized where I can actually start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can really click on this drop down and we have handle phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have actually one lead developed let’s say that there is in fact 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 really open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just simply click on new now as soon as you produce a lead we can really click on this link and it will now open up the various 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 keep in mind and then we have invite teammates so from here I can welcome the employee we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re done with this you can in fact click go into and it will be closed now it will show 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 gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can find these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability 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 produce a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise 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 merge email what happens is I can really produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can get going totally free by just including the combination and now you know how to use as a total newbie don’t.
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 associates with. As an independent reporter, I’ve worked with numerous clients, handled several tasks simultaneously, and maintained a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need 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 complicated or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail communication. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to keep track of the progress and handle of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from list building to task conclusion.
You can classify contacts, create custom phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial emails, and team up in real-time, improving efficiency and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create design templates for typical e-mail responses, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
provides a robust API and extensive designer documents, making it simple to incorporate with other tools and develop custom-made services.
This versatility allows freelance reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to deployment.
You can produce custom stages for various advancement stages, designate tasks to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, minimizing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more affordable solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is vital to your success. offers a economical and user-friendly service that seamlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, writer, or editor creator, 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 impact of Streak CRM in your freelance journalism ventures.