As a skilled freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to utilize Zendesk Streak Crm Integration for your client relations partnership communication and much more so let’s enter it first off you require to go to streak.com and you will land on this site right here now is a sort 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 truly amazing and I’ll show you how to do that as a complete beginner it will assist you tailor a perfect procedure for your team and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s completely complimentary 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 ADD extension and your extension will be included 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 just check in make certain to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and updated 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 brand-new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead called 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 e-mail from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will offer your stage a name let’s say that you actually wished to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select different colors for each of the stages but I believe all of these are in fact currently created so this is really quite excellent what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo here and then we have working out 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 different fields that you desire so you will click this plus here and we have complimentary form a date check box fall General email e-mail tracking job calls and meetings so I do not 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 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 Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually developed by date developed followers and more so I really want to choose the produced.
by or perhaps the followers due to the fact that I want to keep an eye on 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 desired for my pipeline now you can see there are a lot of alternatives available within streak is in fact among the simplest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my task once again if I didn’t want to choose these sales if I finished with jobs then I can choose the task phases right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also give it various different colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search investor fundraising others real estate assistance and custom So within our support you can see we have inbound assigned working on solved and noise this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click create now it will just take a second 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 really click on this drop down and we have handle stage or rename so as I continue as I include 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 ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-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 add 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 brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just simply click on new now once you create a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can switch to the e-mails 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 meeting notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re made with this you can actually click get in and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private option we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made develops 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 switch to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what takes place is I can in fact create a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually easy you can begin free of charge by just including the integration and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a self-employed reporter, I’ve dealt with various customers, managed multiple projects all at once, and preserved a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a solution, I checked out different 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 customer relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who heavily count on email communication. Here are some essential benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to handle and monitor the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to job conclusion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial emails, and team up in real-time, improving productivity and making sure everybody stays on the exact same page.
Customizable Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can create templates for common e-mail actions, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and substantial developer paperwork, making it easy to integrate with other tools and build custom-made services.
This versatility enables independent reporters with coding skills to extend the functionality of and customize it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software development tasks, from ideation to deployment.
You can create custom stages for different advancement stages, appoint jobs to employee, and track progress effectively.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, decreasing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
offers a more budget friendly service, especially for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail communication.
Conclusion:.
As a freelance journalist, handling your hiring procedure and customer relationships is vital to your success. offers a user-friendly and inexpensive solution that perfectly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.