As an experienced freelance reporter, I understand the difficulties of managing tasks. Streak Crm Vs Dynamics Crm …tracking leads, and supporting customer relationships. Over the years, I have actually try out numerous tools to enhance my workflow and improve efficiency. One tool that has really changed my hiring process. In this article, I will explore the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to use Streak Crm Vs Dynamics Crm for your customer relations collaboration interaction and far more so let’s enter into it to start with you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete newbie it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s in fact enter into the process now is available as an extension and it’s entirely free so once 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 contribute to Chrome click ADD extension and your extension will be included okay 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 merely check in make sure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after including 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 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 brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have various options first off we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead called pitched demo working out 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 concern industry offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will give your stage a name let’s say that you in fact wanted to create 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 give it your color so we can really select different colors for each of the stages however I think all of these are actually currently produced so this is really pretty impressive what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate 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 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 on this plus here and we have totally free type a date check box drop down General email 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 really missing out on and I’ll really reorganize and put the notes here alright email thread count close date okay business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have developed by date developed fans and more so I in fact want to go for the created.
by or possibly the followers due to the fact that I wish to keep track of my employee that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is really one of the simplest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my task once again if I didn’t wish to choose these sales if I did with jobs then I can choose the task phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it various various colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others property support and customized So within our support you can see we have actually inbound appointed working on resolved and sound this is in fact pretty good and we also have custom where I can really start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to choose 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 actually click on this fall and we have manage stage or rename so as I continue as I include different 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 add a box so click on 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 go into so now you can see we have actually one lead created 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 new two we can really open this up in a brand-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 gotten in touch with too there’s one working out so I’ll just merely click brand-new now once you develop 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 different columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit 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 when you’re finished with this you can actually click get in and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce 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 switch to our easy Gmail very quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with combine email what takes place is I can actually develop a follow-up emails and various storage emails here and we have active advises so using is truly simple you can begin for free by just adding the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I’ve worked with many customers, managed several tasks at the same time, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my mission for a solution, I checked out various platforms however discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who greatly rely on email communication. Here are some key benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from lead generation to task conclusion.
You can categorize contacts, create custom phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, enhancing performance and making sure everyone stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can develop design templates for common email responses, schedule follow-ups, and set up reminders, saving 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:.
provides a robust API and substantial designer documents, making it simple to integrate with other tools and construct customized solutions.
This versatility allows self-employed reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to release.
You can develop custom stages for various development stages, assign tasks to staff member, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and customization.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more economical option, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring process and customer relationships is vital to your success. deals a cost effective and instinctive solution that perfectly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.