As a seasoned freelance reporter, I understand the difficulties of managing tasks, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to utilize Sync Zoho Email With Streak Crm for your client relations cooperation communication and far more so let’s get into it firstly you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute 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 show you how to do that as a complete novice it will assist you personalize a best process for your group and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s entirely free so once you get to the site you’ll get this alternative here which is contribute 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 alright it’s done and now it is contributing 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 just sign in ensure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click permit after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed 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 resembles our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on new pipeline here and we have different options firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead called 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 e-mail last email 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 wish to add another phase you will click this Plus on top and you will provide your stage a name let’s state that you really wanted to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can really pick different colors for each of the stages however I believe all of these are really currently developed so this is in fact pretty outstanding what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and then we have negotiating with negotiating I can go with 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 desire so you will click on this plus here and we have complimentary form a date check box fall General email 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 alright e-mail thread count close date okay business’s size offer size and Business size all right let’s get rid of the company size and I’m gon na actually find something else within the basic where we have produced by date produced followers and more so I in fact wish to go for the produced.
by or maybe the followers since I want to keep track of my staff member that are in fact following this so I will you know 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 options readily available within streak is in fact one of the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my task again if I didn’t want to opt for these sales if I made with tasks then I can choose the job phases 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 offer it different different colors we likewise have organization 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 assistance and custom-made So within our assistance you can see we have inbound appointed dealing with resolved and sound this is in fact respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my business for me we simply 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 simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can actually click this fall and we have handle stage or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to add 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 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 add another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too however 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 called too there’s one negotiating so I’ll just merely click brand-new now as soon as you produce a lead we can actually click on this link and it will now open up the different 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 developed keep in mind and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here 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 done with this you can in fact click go into 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 2 leads one contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these stages Integrations and automation this is among the important ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information 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 very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what occurs is I can actually develop a follow-up emails and different storage e-mails here and we have active advises so using is truly simple you can get going totally free by just adding the combination and now you understand how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I have actually dealt with various clients, handled multiple projects concurrently, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a service, I explored different platforms however found them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who greatly rely on email interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, giving you a clear summary of your communications with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from lead generation to task conclusion.
You can categorize contacts, develop custom phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important emails, and collaborate in real-time, boosting efficiency and ensuring everyone stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can develop templates for common e-mail actions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
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 extensive developer documentation, making it easy to integrate with other tools and build customized solutions.
This versatility permits independent journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application advancement tasks, from ideation to release.
You can develop custom-made stages for different advancement phases, assign jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more inexpensive service, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. deals a user-friendly and budget-friendly option that seamlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.