As an experienced freelance reporter, I understand the challenges of managing tasks. Streak Vs Zoho Crm …tracking leads, and supporting customer relationships. Throughout the years, I’ve explore different tools to simplify my workflow and improve effectiveness. One tool that has truly revolutionized my hiring procedure. In this post, I will look into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to utilize Streak Vs Zoho Crm for your client relations partnership interaction and much more so let’s get into it first off you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete newbie it will assist you customize a best procedure for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this option here which is add 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 add to Chrome click ADD extension and your extension will be added okay 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 just sign 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 access and we’re gon na just scroll down and click enable 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 seen 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 resembles our brand-new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring 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 different choices first of all we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market offer size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will offer your phase a name let’s state that you in fact wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select different colors for each of the stages but I think all of these are really already created so this is in fact quite remarkable what I will do is I will really 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 just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and then 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 different fields that you want so you will click on this plus here and we have complimentary kind a date check box drop down General e-mail e-mail tracking task calls and meetings so I don’t see anything for the course and conferences 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 actually missing out on and I’ll really rearrange and put the notes here alright email thread count close date okay company’s size offer size and Company size fine let’s eliminate the business size and I’m gon na really find something else within the basic where we have produced by date produced fans and more so I actually want to choose the created.
by or maybe the followers due to the fact that I wish 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 wanted for my pipeline now you can see there are a lot of alternatives offered within streak is in fact among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t want to choose these sales if I did with projects then I can go with the job stages right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also provide it different various colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others realty assistance and customized So within our assistance you can see we have inbound designated dealing with solved and noise this is really pretty good and we also have custom-made where I can really start something from the scratch totally according to my company for me we simply have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click produce now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able 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 simply click and I’ll be able to add it click on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on go into so now you can see we have one lead created let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can actually open this up in a 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 negotiating so I’ll just merely click brand-new now as soon as you develop a lead we can actually click on this link and it will now open the various 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 developed remember and after that we have welcome colleagues so from here I can invite the staff member we have add columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even submit files and after that we have the comments at the top here once 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 when you’re made with this you can really click go into 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 two leads one called 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 deleting and sharing too uh another thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with merge email what occurs is I can in fact produce a follow-up emails and various storage emails here and we have active advises so utilizing is actually easy you can get started totally free by simply including the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it associates with. As a self-employed journalist, I have actually worked with numerous customers, handled numerous projects simultaneously, and kept a comprehensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my mission for a service, I checked out numerous platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who greatly depend on e-mail communication. Here are some key advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from lead generation to project conclusion.
You can classify contacts, develop customized phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, boosting productivity and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it easy to integrate with other tools and develop custom services.
This flexibility enables freelance journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application advancement tasks, from ideation to release.
You can produce customized stages for various development phases, assign tasks to team members, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly features, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more affordable service, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail communication.
As an independent journalist, managing your hiring procedure and customer relationships is vital to your success. offers a inexpensive and intuitive service that flawlessly integrates with Gmail, enabling you to enhance your operations and focus 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 an ideal option for freelance reporters.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.