As a skilled freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and supporting client relationships. In this article, I will dig into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be revealing you how to use Streak Crm Integration With WordPress for your customer relations collaboration communication and far more so let’s get into it firstly you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total novice it will help you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s totally totally free so when you get to the site 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 add to Chrome click on ADD extension and your extension will be added okay 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 merely check in make certain to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this new alternative 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 brand-new control panel for here I’ll be able to develop a 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 in fact do that you will click on new pipeline here and we have different choices first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will give your stage a name let’s say that you actually wished to develop another um you know 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 select various colors for each of the stages however I think all of these are in fact currently created so this is in fact quite impressive what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo here and then we have working out 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 this plus here and we have complimentary type a date check box fall General e-mail email tracking job calls and conferences 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 go with this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here alright e-mail thread count close date fine business’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 general where we have actually created by date produced fans and more so I in fact wish to go for the developed.
by or possibly the followers since I want to monitor my staff member that are actually 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 lot of options readily available within streak is in fact one of the easiest and among the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t want to opt for these sales if I made with jobs then I can choose the task phases right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also provide it different various colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others property support and customized So within our assistance you can see we have inbound assigned dealing with solved and noise this is really respectable and we also have custom-made where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na go with 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 on create now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click this drop down and we have manage stage or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click 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 simply call it brand-new and click on go into so now you can see we have actually one lead developed let’s say that there is really 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 in fact 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 two leads then let’s say there was a called as well there’s one working out so I’ll just simply click on new now as soon as you produce a lead we can in fact click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then 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 as soon as you’re done with this you can really click on go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 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 carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information 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 basic Gmail extremely easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine email and with combine email what takes place is I can actually produce a follow-up e-mails and different storage emails here and we have active instructs so utilizing is truly simple you can get started free of charge by simply including the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve worked with many customers, managed numerous jobs concurrently, and kept a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my quest for an option, I checked out different platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, 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 freelance journalists who heavily depend on email interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to manage and keep an eye on the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to project conclusion.
You can categorize contacts, create custom-made phases, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
helps with partnership by allowing you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial emails, and collaborate in real-time, boosting efficiency and guaranteeing everybody remains on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can produce templates for typical e-mail reactions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
provides a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and develop customized services.
This flexibility allows freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to implementation.
You can produce customized stages for different advancement phases, appoint jobs to staff member, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more economical service, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and customer relationships is critical to your success. offers a instinctive and budget-friendly solution that effortlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.