As a seasoned freelance reporter, I understand the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be revealing you how to use Streak Crm With WordPress for your consumer relations partnership communication and much more so let’s get into it first off you need 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 simple 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 beginner it will help you personalize an ideal procedure for your group and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s completely totally free so once you get to the site you’ll get this choice here which is contribute 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 on contribute to Chrome click on ADD extension and your extension will be added alright 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 simply check in ensure 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 just 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 understand folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this new choice 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 is like our new dashboard for here I’ll have the ability 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 produce a new pipeline let’s in fact do that you will click new pipeline here and we have different choices first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email 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 add another stage you will click this Plus on top and you will offer your phase 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 produce right here.
and you can give it your color so we can in fact select different colors for each of the stages however I think all of these are actually currently produced so this is actually pretty outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and then we have working out 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 various fields that you want so you will click this plus here and we have complimentary kind 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 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 in fact missing out on and I’ll actually rearrange and put the notes here fine email thread count close date fine company’s size deal size and Business size all right let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have actually developed by date developed fans and more so I actually want to choose the produced.
by or possibly the followers due to the fact that I want to keep track of my employee that are actually 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 lot of options offered within streak is in fact one of the simplest and one of the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my job again if I didn’t wish to opt for these sales if I did with tasks then I can go with the task phases right here and 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 provide it different different colors we likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others property assistance and custom So within our support you can see we have actually incoming designated working on resolved and noise this is really respectable and we also have custom-made where I can in fact start something from the scratch completely according to my organization for me we just 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 choose the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include a box so click on ADD box here and I’m going to include 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 actually one lead produced 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 add another lead let’s call it brand-new 2 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 by doing this now you can see we have two leads then let’s state there was a contacted also there’s one negotiating so I’ll just merely click on brand-new now once you produce a lead we can really click here and it will now open up 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 created keep in mind and after that we have invite colleagues so from here I can welcome the employee we have add columns we have emails 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 publish 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.
attachments so this is how you produce a lead within your when you’re made with this you can actually click on enter and it will be closed now it will show 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 gotten in touch with 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 erasing and sharing also uh another thing with srix at the top you will be able to see we have private option we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge email and with merge email what happens is I can really develop a follow-up e-mails and different storage e-mails here and we have active advises so using is truly easy you can start free of charge by just adding the integration and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As an independent journalist, I have actually dealt with many customers, managed multiple projects at the same time, and maintained a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my mission for a solution, I explored numerous platforms however found them to be either too expensive or too complex 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 consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on email communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails easily, giving you a clear overview of your interactions with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from lead generation to task conclusion.
You can categorize contacts, develop customized stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share important emails, and collaborate in real-time, improving performance and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can create templates for typical email reactions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application development. Here’s how:.
offers a robust API and extensive developer documents, making it simple to incorporate with other tools and develop customized solutions.
This flexibility enables independent reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to implementation.
You can produce customized stages for different development phases, assign tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, lessening the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more cost effective option, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As an independent journalist, handling your hiring process and customer relationships is vital to your success. offers a intuitive and cost effective service that effortlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.