As a skilled freelance reporter, I comprehend the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to use Streak Crm WordPress Integration for your consumer relations collaboration communication and far more so let’s get into it to start with you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute 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 fantastic and I’ll show you how to do that as a complete newbie it will help you personalize an ideal process for your team and you will be able to get your work done now let’s really get into the procedure now is available as an extension and it’s entirely totally free so once 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 add to Chrome click on ADD extension and your extension will be included alright 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 same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options first of all 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 called pitched demonstration working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern industry offer size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wished to create another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually pick various colors for each of the stages however I believe all of these are actually already developed so this is really quite excellent what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we simply opt for 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 demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have totally free kind a date check box drop down General email email tracking task calls and conferences so I do not 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 opt for this one here this is the field that was really missing and I’ll really rearrange and put the notes here okay email thread count close date fine company’s size deal size and Company size okay let’s eliminate the company size and I’m gon na in fact find something else within the general where we have actually developed by date produced fans and more so I actually wish to go for the developed.
by or possibly the fans since I wish to monitor my employee 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 great deal of choices available within streak is really among the easiest and one of the most uh you understand 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 did with tasks then I can choose the job stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it various different colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search financier fundraising others realty assistance and customized So within our support you can see we have inbound appointed dealing with fixed and sound this is actually pretty good and we likewise have custom where I can in fact start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can in fact click on this fall and we have handle stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability 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 just call it new and click on enter so now you can see we have one lead created let’s say that there is in fact 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 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 state there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now once you produce a lead we can in fact click here and it will now open the various fields that we added so this is a brand-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 invite colleagues so from here I can invite the team members we have include columns we have emails files and comments you can switch 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 remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re done with this you can actually click enter 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 gotten in touch with 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 perform bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and produce 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 switch to our basic Gmail very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what takes place is I can actually develop a follow-up emails and different storage emails here and we have active instructs so utilizing is really easy you can begin totally free by simply adding the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it associates with. As an independent journalist, I have actually dealt with many customers, managed several projects all at once, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my mission for a service, I checked out different platforms however discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who heavily count on email communication. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails easily, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to keep track of the progress and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to job conclusion.
You can categorize contacts, develop custom stages, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial emails, and work together in real-time, boosting productivity and making sure everyone remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can produce templates for common e-mail responses, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it simple to integrate with other tools and construct custom-made solutions.
This flexibility enables freelance reporters with coding skills to extend the performance of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to deployment.
You can create custom stages for different advancement stages, assign tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, lessening the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and client relationships is vital to your success. offers a budget-friendly and user-friendly service that perfectly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.