As a seasoned freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Streak Or Zoho Crm for your consumer relations collaboration interaction and far more so let’s enter into it first of all you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total novice it will help you tailor a best procedure for your group and you will be able to get your work done now let’s in fact get into the procedure now is available as an extension and it’s completely totally free so once you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to select 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 included all right 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 very same Gmail that you have 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 basic you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this 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 combines so you can see this is like our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s really do that you will click brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will offer your phase a name let’s state that you in fact wished to develop another um you understand 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 actually select various colors for each of the stages but I think all of these are actually currently developed so this is actually quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and after that we have negotiating with negotiating I can go with 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 totally free form a date check box drop down General e-mail 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 opt for this one here this is the field that was actually missing and I’ll really rearrange and put the notes here all right e-mail thread count close date all right business’s size offer size and Business size fine let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually created by date produced followers and more so I in fact want to opt for the produced.
by or perhaps the fans due to the fact that I want to track my team members 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 desired for my pipeline now you can see there are a lot of choices offered within streak is in fact one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my project once again if I didn’t want to go for these sales if I finished with projects then I can opt for the project stages right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise give it various various colors we also have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search financier fundraising others real estate support and custom-made So within our support you can see we have actually incoming appointed working on fixed and noise this is actually respectable and we likewise have customized where I can really start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na choose the sales here and click create private 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 simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have manage phase or rename so as I continue as I add different 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 include 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 developed 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 in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted also there’s one negotiating so I’ll just merely click on brand-new now when you create a lead we can actually click on this link and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed remember and then we have welcome teammates so from here I can welcome the employee we have include columns we have emails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even publish files and after that 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 develop a lead within your once you’re made with this you can really 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 gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so using is truly simple you can begin for free by simply adding the integration and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I’ve dealt with numerous clients, handled several jobs simultaneously, and kept a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my mission for an option, I checked out various platforms however found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to monitor the progress and handle of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to project completion.
You can classify contacts, develop custom-made stages, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates partnership by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, enhancing performance and guaranteeing everybody remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can create templates for typical e-mail responses, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application development. Here’s how:.
provides a robust API and extensive developer documentation, making it simple to integrate with other tools and develop customized services.
This versatility enables independent journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to implementation.
You can create customized phases for different advancement stages, assign tasks to employee, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly functions, lessening the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email communication.
As an independent journalist, handling your hiring process and client relationships is paramount to your success. deals a user-friendly and economical option that flawlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.