As an experienced freelance reporter, I comprehend the difficulties of managing projects, tracking leads, and supporting customer relationships. In this short article, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to use Streak And Zoho Crm for your consumer relations collaboration interaction and much more so let’s enter it firstly you need to go to streak.com and you will arrive on 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 really turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete novice it will assist you customize an ideal process for your team and you will be able to get your work done now let’s in fact enter the process now is readily available as an extension and it’s totally free so once you get to the site you’ll get this option 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 on contribute to Chrome click on ADD extension and your extension will be included all right 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 make certain to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this brand-new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will give your phase a name let’s state that you actually wished to produce another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact select different colors for each of the stages but I think all of these are in fact already created so this is really quite outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are type of like the very same thing we just opt for 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 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 stages 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 form a date check box fall General email e-mail 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 opt for this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here okay e-mail thread count close date alright company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually produced by date produced fans and more so I really want to go for the created.
by or perhaps the followers because I want to keep an eye on my employee that are actually following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is actually one of the easiest and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my task again if I didn’t want to opt for these sales if I made with projects then I can go with the project phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it various different colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others property support and custom So within our assistance you can see we have inbound designated working on dealt with and noise this is in fact respectable and we also have customized where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click create now it will just take a second for a street to create 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 in fact click this fall and we have handle phase or relabel 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 the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on go into so now you can see we have one lead developed 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 add another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating so I’ll just merely click new now as soon as you develop a lead we can really click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can welcome the employee we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload 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 when you’re done with this you can actually click enter 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 two leads one gotten in touch with 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 deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can find these phases Combinations and automation this is one of the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and produce our CSV files likewise 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 simple Gmail extremely easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what happens is I can really produce a follow-up emails and various storage emails here and we have active advises so utilizing is really simple you can get going totally free by just adding the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed journalist, I have actually worked with many clients, managed several jobs at the same time, and preserved a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my mission for a solution, I checked out various platforms but found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed reporters who heavily depend on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to project completion.
You can classify contacts, develop custom stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in collaboration by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, boosting performance and ensuring everyone stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can develop design templates for common email responses, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it simple to integrate with other tools and build custom-made solutions.
This versatility enables freelance journalists with coding skills to extend the functionality of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to deployment.
You can create customized phases for different advancement phases, appoint tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and modification.
Economical service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical service, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email interaction.
As a self-employed reporter, managing your hiring process and client relationships is paramount to your success. offers a intuitive and inexpensive solution that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.