As a skilled freelance journalist, I understand the challenges of handling tasks. Streak Free Crm Vs Pipedrive …tracking leads, and nurturing client relationships. For many years, I’ve try out different tools to enhance my workflow and enhance efficiency. One tool that has actually genuinely transformed my hiring process. In this article, I will look into the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to utilize Streak Free Crm Vs Pipedrive for your consumer relations cooperation communication and far more so let’s enter into it first of all you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete newbie it will assist you customize a best procedure for your team and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s totally complimentary so once you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be added fine it’s done and now it is contributing 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 check in ensure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and upgraded reply and then we have this brand-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 resembles our brand-new dashboard 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 hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various options first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will offer your stage a name let’s state that you really wished to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose different colors for each of the stages but I think all of these are really currently created so this is in fact pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of 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 different fields that you want 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 go with this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here fine email thread count close date all right business’s size offer size and Company size okay let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually created by date created fans and more so I actually want to opt for the developed.
by or perhaps the fans because I want to keep track of my team members that are really following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives available within streak is actually one of the easiest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t want to go for these sales if I finished with jobs then I can choose the task stages right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also give it different 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 phases job search financier fundraising others real estate assistance and custom-made So within our support you can see we have inbound assigned dealing with resolved and noise this is actually pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here add 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 brand-new and click on enter so now you can see we have actually one lead created let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it 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 just gon na work by doing this now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just merely click new now as soon as you develop a lead we can actually click here and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can welcome the staff member we have include columns we have emails files and comments you can switch to the emails and it will show you the emails 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.
accessories so this is how you develop a lead within your when you’re made with this you can actually click on get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one gotten in touch with 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 carry out bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can discover these stages Combinations 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 data for notices for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge email and with combine email what takes place is I can really create a follow-up e-mails and various storage emails here and we have active instructs so using is actually easy you can begin free of charge by just adding the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a self-employed journalist, I have actually worked with numerous customers, handled numerous tasks all at once, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a service, I checked out various platforms but discovered them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to keep track of the development and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from lead generation to job conclusion.
You can classify contacts, develop customized phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can designate jobs, share important e-mails, and work together in real-time, enhancing productivity and making sure everybody stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring jobs.
You can produce templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive developer documents, making it easy to integrate with other tools and build customized options.
This flexibility permits freelance journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to implementation.
You can develop custom-made stages for different advancement stages, appoint jobs to employee, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, lessening the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of features, consisting of innovative 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 useful for users greatly reliant on email interaction.
As a freelance journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a instinctive and inexpensive option that seamlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.