As an experienced freelance reporter, I understand the difficulties of managing projects. Streak Crm Vs Prosperworks …tracking leads, and supporting customer relationships. Throughout the years, I have actually try out different tools to improve my workflow and enhance performance. One tool that has truly reinvented my hiring process. In this short article, I will delve into the advantages of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Vs Prosperworks for your customer relations collaboration communication and far more so let’s get into it first off you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add 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 remarkable and I’ll reveal you how to do that as a total novice it will help you personalize a perfect procedure for your team and you will be able to get your work done now let’s really enter into the process now is offered as an extension and it’s entirely complimentary so once you get to the site you’ll get this alternative 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 on ADD extension and your extension will be added fine 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 simply check in ensure to sign.
into the exact 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 merely scroll down and click permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that 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 merges 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 create a new pipeline let’s really do that you will click brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will offer your phase a name let’s state that you actually wanted to produce another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually choose various colors for each of the stages but I think all of these are in fact currently produced so this is really pretty excellent what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demonstration are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really 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 want so you will click this plus here and we have free kind a date check box fall General e-mail email tracking job 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 go with this one here this is the field that was really missing and I’ll actually rearrange and put the notes here alright e-mail thread count close date fine company’s size offer size and Business size alright let’s get rid of the business size and I’m gon na really find something else within the general where we have developed by date produced followers and more so I in fact wish to choose the developed.
by or perhaps the fans since I wish to keep an eye on 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 choices offered within streak is in fact one of the easiest and among the most uh you know flexible out there it’s really easy to use with templates we have projects too within my project once again if I didn’t wish to choose these sales if I finished with tasks then I can go with the project stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it different various 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 real estate support and custom-made So within our assistance you can see we have actually inbound appointed working on solved and sound this is in fact pretty good and we also have customized where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on create 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 have the ability to include my Lead Series so you can really 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 be able to add it click on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on go into so now you can see we have one lead created let’s say that there is actually closed one so I’m going to include 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 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 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just merely click on brand-new now as soon as you produce a lead we can actually click here and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have invite teammates so from here I can invite the team members we have add columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even upload files and then 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 develop a lead within your as soon as you’re made with this you can actually 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 two 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 carry out bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can really produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can get going free of charge by just adding the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a self-employed reporter, I have actually dealt with many clients, managed several tasks simultaneously, and kept an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a solution, I checked out various platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails easily, giving you a clear summary of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it easy to keep track of the progress and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from list building to project conclusion.
You can categorize contacts, create customized stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important emails, and collaborate in real-time, boosting efficiency and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring tasks.
You can create templates for typical email actions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial developer paperwork, making it simple to integrate with other tools and develop custom-made services.
This versatility allows self-employed journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to implementation.
You can produce custom stages for various development stages, assign jobs to employee, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small businesses.
Minimal 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 companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more affordable option, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. offers a economical and user-friendly option that flawlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.