As a seasoned freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be revealing you how to utilize Streak Kanban Crm for your client relations partnership interaction and a lot more so let’s enter into it first of all you require to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete newbie it will help you customize a perfect process for your team and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s completely 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 included okay 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 same Gmail that you have actually added 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 enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this new alternative 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 once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various choices first off we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will give your stage a name let’s state that you actually wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really choose different colors for each of the stages but I believe all of these are really already developed so this is in fact pretty remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and then we have negotiating with negotiating I can choose 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 desire so you will click on this plus here and we have totally free kind a date check box drop down General email 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 really missing and I’ll actually rearrange and put the notes here okay e-mail 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 actually discover something else within the basic where we have created by date produced followers and more so I actually want to go for the created.
by or perhaps the fans due to the fact that I want to keep track of my employee that are in fact following this so I will you understand 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 options available within streak is actually among the simplest and among the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my job again if I didn’t want to opt for these sales if I finished with projects then I can go with the task phases right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it different different colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others realty assistance and customized So within our assistance you can see we have actually incoming designated dealing with dealt with and noise this is in fact pretty good and we also have custom-made where I can really start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click produce 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 create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click on this fall and we have handle 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 be able to include it click on the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click go into so now you can see we have actually one lead developed 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 brand-new I’m going to add another lead let’s call it 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 in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just simply click brand-new now once you develop a lead we can in fact click here and it will now open the different 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 produced remember and after that we have invite teammates so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish 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 develop a lead within your when you’re done with this you can in fact click on enter and it will be closed now it will reveal you something like this we have all of our data gathered 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what occurs is I can really create a follow-up emails and different storage e-mails here and we have active advises so utilizing is really simple you can begin free of charge by simply adding the integration and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As an independent journalist, I’ve dealt with many customers, managed numerous projects simultaneously, and preserved a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my mission for a service, I explored different platforms however discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to keep an eye on the progress and manage of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from lead generation to project conclusion.
You can classify contacts, produce custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share important e-mails, and team up 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 repetitive tasks.
You can create design templates for typical email responses, schedule follow-ups, and established reminders, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to incorporate with other tools and construct custom-made services.
This flexibility allows independent journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to implementation.
You can create custom-made stages for different development phases, designate jobs to employee, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more affordable service, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email interaction.
As an independent journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a budget-friendly and user-friendly service that seamlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.