As a seasoned freelance reporter, I understand the obstacles of handling tasks, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be revealing you how to use Zoho Crm Streak Integrations for your customer relations partnership communication and far more so let’s enter it firstly you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete beginner it will assist you personalize a best procedure for your group and you will have the ability to get your work done now let’s actually enter the procedure now is available as an extension and it’s entirely totally free so once you get to the site you’ll get this choice here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be added okay 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 gain access to 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 know folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this brand-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 combines so you can see this resembles our new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales 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 brand-new pipeline here and we have various choices first off we have the stages so this is where you will pick these stages 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 fine then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size company 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 on this Plus on top and you will provide your phase a name let’s state that you really wished to produce another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick various colors for each of the stages however I think all of these are in fact currently developed so this is actually quite impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and after that we have working out with negotiating I can opt for 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 on this plus here and we have totally free kind a date check box fall General e-mail 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 go with this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date fine company’s size offer size and Company size fine let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually produced by date developed followers and more so I really want to opt for the created.
by or possibly the fans because I wish to monitor my team members that are actually 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 options offered within streak is actually one of the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t wish to choose these sales if I did with projects then I can go with the task stages 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 also provide it different various colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others real estate support and customized So within our assistance you can see we have incoming appointed dealing with dealt with and noise this is really respectable and we also have custom where I can in fact start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click on this fall and we have manage phase or rename so as I proceed as I include 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 add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have one lead produced let’s say that there is really 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 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 two leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now as soon as you develop a lead we can actually click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have add columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re made with this you can actually click on 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 contacted 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 perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have personal alternative 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 be able to in fact incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with merge e-mail what occurs is I can actually develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually simple you can get going totally free by simply adding the integration and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
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 reporter, I’ve dealt with many customers, managed multiple jobs at the same time, and kept a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my mission for a solution, I explored numerous 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 freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily count on email communication. Here are some key advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, providing you a clear overview of your interactions with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to task completion.
You can categorize contacts, create customized stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important e-mails, and team up in real-time, boosting productivity and guaranteeing everybody remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up tips, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software development. Here’s how:.
provides a robust API and substantial developer documents, making it easy to incorporate with other tools and develop customized solutions.
This versatility permits freelance reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software application advancement jobs, from ideation to implementation.
You can produce customized stages for different development phases, appoint tasks to team members, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use functions, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable service, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring process and customer relationships is critical to your success. offers a instinctive and affordable service that effortlessly integrates with Gmail, allowing you to enhance your operations and focus 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 a perfect option for freelance reporters.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.