As a seasoned freelance reporter, I understand the difficulties of managing tasks. Difference Between Salesforce And Streak Crm …tracking leads, and supporting client relationships. For many years, I’ve try out various tools to streamline my workflow and enhance performance. One tool that has genuinely reinvented my hiring procedure. In this article, I will look into the advantages 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 revealing you how to use Difference Between Salesforce And Streak Crm for your consumer relations collaboration interaction and far more so let’s get into it first of all you require to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total 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 actually enter the process now is available as an extension and it’s totally complimentary so once you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be added all right it’s done and now it is adding 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 sign in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just 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 understand folders we are getting just recently viewed all tracked emails and updated reply and then we have this new option 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 new control panel 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 hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have different choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wished to create 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 offer it your color so we can actually select different colors for each of the stages but I think all of these are actually currently created so this is really quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and then 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 complimentary type a date check box fall General email email tracking task calls and meetings 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 opt for this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here okay email thread count close date all right business’s size offer size and Company size all right let’s get rid of the company size and I’m gon na really find something else within the basic where we have created by date developed followers and more so I actually wish to opt for the developed.
by or maybe the fans due to the fact that I wish 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 lot of choices available within streak is actually among the most convenient and among the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t wish to choose these sales if I finished with jobs then I can choose the task stages right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also offer it different different colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others realty support and custom So within our support you can see we have inbound designated dealing with resolved and sound this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na go with the sales here and click on produce 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 on develop now it will simply take a second for a street to produce 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 this fall and we have manage phase 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 have the ability to include 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 area here and let’s simply call it brand-new and click enter so now you can see we have one lead developed let’s state that there is actually 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 new two we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a called too there’s one working out so I’ll just merely click on new now as soon as you create a lead we can actually click on this link and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails 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.
attachments so this is how you create a lead within your as soon as you’re finished with this you can in fact click enter and it will be closed now it will reveal you something like this we have all of our data gathered 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 pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have personal choice we have these 3 dots where we can find these phases Integrations and automation this is among the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts 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 very easily and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail extremely easily from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine email and with merge e-mail what occurs is I can in fact create a follow-up emails and various storage emails here and we have active advises so using is really simple you can get started for free by just including the combination and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it associates with. As a self-employed journalist, I’ve worked with many customers, handled numerous tasks concurrently, and kept an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for a solution, I explored numerous platforms however discovered them to be either too complex or too costly 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 seamlessly integrates with Gmail, making it perfect for independent journalists who greatly depend on email interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails easily, giving you a clear introduction of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales process from lead generation to project completion.
You can classify contacts, create custom-made stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, boosting productivity and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to incorporate with other tools and build custom solutions.
This flexibility enables freelance journalists with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to release.
You can develop custom stages for various development stages, designate tasks to team members, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. offers a inexpensive and intuitive solution that effortlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.