As a skilled freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of utilizing for freelance 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 men welcome back in this video I will be revealing you how to use Linkedin Sales Navigator Crm Integration Zoho Streak for your client relations cooperation interaction and a lot more so let’s enter it firstly 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 simple Gmail to turn our Gmail into our working Center and we can actually 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 team and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s completely totally free so when you get to the website 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 add to Chrome click on ADD extension and your extension will be added fine it’s done and now it is adding 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 sign in make certain to sign.
into the exact 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 enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and updated reply and then we have this 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 control panel for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size business 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 this Plus on top and you will provide your phase a name let’s say that you really wished to produce another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually choose various colors for each of the stages however I believe all of these are really already produced so this is really quite remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo here and then 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 various fields that you want so you will click on this plus here and we have complimentary form a date check box fall General e-mail e-mail tracking task calls and conferences 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 really missing and I’ll in fact reorganize and put the notes here all right email thread count close date all right company’s size deal size and Business size okay let’s eliminate the business size and I’m gon na actually discover something else within the general where we have developed by date produced fans and more so I actually wish to go for the produced.
by or maybe the followers because I want to monitor my employee that are actually following this so I will you know 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 choices offered within streak is actually among the easiest and among the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my project once again if I didn’t want to choose these sales if I made with jobs then I can go with the job stages 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 likewise provide it different different colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others realty support and customized So within our assistance you can see we have inbound appointed dealing with fixed and sound this is actually respectable and we also have custom where I can actually start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na opt for 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 choose 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 respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have manage stage 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 include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on enter so now you can see we have one lead produced 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 really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now when you produce a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will show 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 once 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 done with this you can in fact click on get in 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 2 leads one called 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 deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very quickly 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 e-mails now with our so this is the combine email and with merge email what happens is I can actually create a follow-up e-mails and different storage emails here and we have active advises so utilizing is really easy you can start totally free by simply adding the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I’ve worked with various customers, handled multiple projects concurrently, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my mission for a solution, I explored various platforms however discovered them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to handle and keep track of the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from list building to project conclusion.
You can classify contacts, produce customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important e-mails, and team up in real-time, boosting efficiency and making sure everyone remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can produce templates for typical e-mail reactions, schedule follow-ups, and established reminders, 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 advancement. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and construct custom solutions.
This versatility permits independent reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to release.
You can create custom-made phases for different development stages, assign jobs to staff member, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As an independent reporter, handling your hiring process and client relationships is paramount to your success. deals a economical and intuitive solution that perfectly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.