As a seasoned freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this short 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 offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Migration From Streak To Zoho Crm for your consumer relations partnership communication and much more so let’s enter into it firstly you require to go to streak.com and you will arrive on 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 in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete novice it will help you tailor a perfect process for your team and you will be able to get your work done now let’s really get into the process now is available 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 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 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 simply check in make certain to sign.
into the very same Gmail that you have actually included the uh you know 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 adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this new choice which is the pipeline so if I click 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 create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have different choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will offer your stage a name let’s state that you in fact wished to create another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact pick various colors for each of the stages however I believe all of these are really already created so this is actually pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the 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 get rid of the demo here and after that we have negotiating with negotiating I can opt for 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 various fields that you want so you will click on this plus here and we have complimentary form a date check box drop down General email 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 choose this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here okay e-mail thread count close date okay business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have developed by date produced fans and more so I really want to go for the created.
by or possibly the fans since I wish to monitor my employee that are really 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 alternatives readily available within streak is really among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t wish to go for these sales if I finished with jobs then I can go with the job phases right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise give it various various colors we likewise have service Dev here you can see then we have working with 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 support you can see we have inbound appointed dealing with fixed and noise this is actually respectable and we likewise have custom where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to choose 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 pretty good now I will be able to add my Lead Series so you can really click this drop down and we have manage stage 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 add 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 get in so now you can see we have one lead created let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new two we can actually open this up in a brand-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 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now when you produce a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have welcome colleagues 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 emails and it will reveal you the e-mails that you got in files we can even submit 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 create a lead within your once you’re done with this you can really click enter and it will be closed now it will reveal you something like this we have all of our data collected 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 choose 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 personal alternative we have these 3 dots where we can find these stages Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with combine e-mail what takes place is I can actually develop a follow-up emails and various storage emails here and we have active advises so using is actually easy you can get going free of charge by simply adding the combination and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I have actually dealt with numerous customers, handled multiple jobs all at once, and maintained a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who heavily count on e-mail communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, providing you a clear summary of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to keep track of the progress and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from list building to task completion.
You can classify contacts, create customized phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share essential emails, and work together in real-time, improving efficiency and ensuring everyone stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can create templates for common e-mail responses, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application development. Here’s how:.
provides a robust API and substantial developer documents, making it simple to integrate with other tools and develop custom solutions.
This flexibility allows independent reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application advancement jobs, from ideation to deployment.
You can produce custom-made stages for various development stages, assign tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more cost effective solution, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail communication.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. offers a cost effective and user-friendly service that perfectly integrates with Gmail, enabling 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 simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.