As an experienced freelance journalist, I understand the obstacles of managing projects, tracking leads, and supporting client relationships. In this article, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to utilize Zoho Crm Streak Integration for your customer relations partnership interaction and a lot more so let’s get into it first off you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete novice it will assist you tailor a perfect procedure for your group and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s totally totally free so as soon as you get to the website you’ll get this alternative here which is add 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 contribute to Chrome click 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 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 merely check in make certain to sign.
into the very same Gmail that you have 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 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 seen all tracked e-mails and upgraded reply and then we have this new choice 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 dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wanted to create another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose various colors for each of the stages however I think all of these are really currently developed so this is really pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo 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 free form a date check box drop down General e-mail e-mail tracking job calls and meetings so I don’t 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 out on and I’ll really rearrange and put the notes here okay email thread count close date fine business’s size offer size and Company size alright let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually created by date developed fans and more so I in fact want to go for the developed.
by or perhaps the followers since I wish to keep track of my employee that are really following this so I will you know 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 great deal of choices available within streak is really one of the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my job once again if I didn’t want to choose these sales if I made with tasks then I can opt for the project stages right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise give it different various colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others property support and custom-made So within our support you can see we have actually inbound designated working on dealt with and sound this is really pretty good and we also have custom where I can actually start something from the scratch totally according to my organization for me we just have the sales so I’m gon na choose the sales here and click on create 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 on develop 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 actually click this drop down and we have manage phase or rename so as I proceed 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 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 enter so now you can see we have one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new 2 we can really 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 say there was a contacted too there’s one negotiating so I’ll just merely click new now when you create a lead we can in fact click here and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and after that we have invite teammates so from here I can welcome the employee we have add columns we have emails files and remarks you can switch to the e-mails and it will reveal you the emails 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 conference notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can actually click go into and it will be closed now it will reveal you something like this we have all of our information 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 pick various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail extremely quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact develop a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually simple you can begin free of charge by just including the combination and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I have actually worked with many clients, managed multiple jobs concurrently, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I recognized 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 pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from lead generation to project conclusion.
You can classify contacts, create custom stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share important e-mails, and collaborate in real-time, improving performance and making sure everyone remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop templates for typical email actions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
offers a robust API and comprehensive developer documentation, making it simple to integrate with other tools and develop custom-made services.
This versatility allows freelance reporters with coding skills to extend the functionality of and tailor it to their particular needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to release.
You can develop custom-made stages for different advancement stages, assign jobs to employee, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more economical service, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and customer relationships is vital to your success. deals a budget-friendly and user-friendly solution that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.