As an experienced freelance reporter, I understand the obstacles of handling projects. Streak Versus Creatio Crm …tracking leads, and supporting customer relationships. Over the years, I have actually experimented with various tools to enhance my workflow and enhance efficiency. One tool that has actually really transformed my hiring procedure. In this article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to use Streak Versus Creatio Crm for your consumer relations partnership communication and much more so let’s enter it first of all you need to go to streak.com and you will arrive at 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 Center and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete beginner it will help you customize a perfect process for your group and you will be able to get your work done now let’s in fact enter the procedure now is available as an extension and it’s completely complimentary so once you get to the site you’ll get this option here which is add to Chrome and you’re.
going to choose 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 added alright 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 simply check in make sure to sign.
into the same Gmail that you have actually 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 permit after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this new alternative 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 dashboard for here I’ll be able to develop 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 create a brand-new pipeline let’s actually do that you will click new pipeline here and we have different choices 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 contacted pitched demo 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 e-mail from lead Source concern industry deal 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 on this Plus on top and you will offer your stage a name let’s say that you really wanted to create another um you understand phase here for example let’s say 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 various colors for each of the stages but I think all of these are really currently created so this is really pretty excellent what I will do is I will in fact eliminate this one and if you feel 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 actually demo two what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating 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 various fields that you want so you will click this plus here and we have free form a date check box drop down General e-mail e-mail tracking job calls and conferences so I don’t 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 actually missing and I’ll really rearrange and put the notes here okay e-mail thread count close date alright business’s size deal size and Company size all right let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually created by date created fans and more so I actually want to go for the developed.
by or perhaps the followers since I wish to keep track of my staff member that are in fact 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 lot of options available within streak is in fact one of the easiest and among the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my project again if I didn’t want to choose these sales if I did with tasks then I can go with the project stages right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it various various colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others real estate support and custom-made So within our assistance you can see we have incoming assigned dealing with dealt with and sound this is actually respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can really click this fall and we have manage stage or rename so as I continue as I add different leads here what I I will do is I’ll just simply 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 new and click go into so now you can see we have one lead created let’s state that there is in fact 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 new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can really click on this link and it will now open 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 developed keep in mind and then we have welcome colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can change to the emails and it will reveal 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 meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re done with this you can really click enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one contacted 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 erasing and sharing too uh another thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create 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 really easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with merge email what occurs is I can in fact create a follow-up emails and different storage emails here and we have active instructs so utilizing is actually simple you can get started free of charge by just adding the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it relates to. As a freelance reporter, I have actually dealt with various clients, handled multiple jobs simultaneously, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who heavily rely on email communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to project completion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share important e-mails, and team up in real-time, improving efficiency and guaranteeing everybody stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop templates for typical email responses, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to incorporate with other tools and build customized services.
This flexibility allows independent reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to release.
You can develop custom phases for different advancement phases, designate tasks to team members, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more inexpensive solution, especially for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring process and client relationships is paramount to your success. offers a intuitive and cost effective service that flawlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.