As a seasoned freelance reporter, I comprehend the difficulties of managing projects. Streak Crm WordPress …tracking leads, and nurturing client relationships. Over the years, I have actually explore numerous tools to improve my workflow and enhance efficiency. One tool that has genuinely revolutionized my hiring procedure. In this post, I will delve into the benefits of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Streak Crm WordPress for your consumer relations collaboration interaction and much more so let’s enter into it firstly you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total novice it will assist you personalize an ideal process for your team and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally free so when you get to the website you’ll get this option 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 contribute to Chrome click 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 sign in make certain to sign.
into the 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 permit after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and upgraded reply and then we have this new option which is the pipeline so if I click 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 control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click on new pipeline here and we have different options first off we have the stages so this is where you will pick these phases 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 nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source priority industry offer size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will provide your phase a name let’s say that you in fact wanted to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually select different colors for each of the stages but I believe all of these are in fact currently developed so this is really pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have totally free form a date check box fall General email e-mail 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 really missing out on and I’ll really reorganize and put the notes here all right e-mail thread count close date okay business’s size offer size and Company size all right let’s eliminate the business size and I’m gon na really discover something else within the general where we have developed by date created fans and more so I actually wish to go for the produced.
by or perhaps the fans due to the fact that I want to monitor 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 desired for my pipeline now you can see there are a lot of choices readily available within streak is actually one of the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t wish to go for these sales if I did with jobs then I can opt for the project stages right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also give it various various colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your stages task search financier fundraising others real estate support and custom So within our support you can see we have inbound designated working on resolved and sound this is really pretty good and we likewise have custom-made where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na go with the sales here and click produce 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 develop now it will just take a second 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 really click this drop down and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click enter 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 brand-new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m just 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 too there’s one negotiating so I’ll just simply click on new now when you produce a lead we can actually click here and it will now open the different 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 produced remember and then we have welcome teammates so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit 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 create a lead within your when you’re made with this you can really click on enter and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able 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 essential 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 develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail really easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what occurs is I can actually develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is actually simple you can begin totally free by just including the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I’ve worked with many customers, managed multiple jobs simultaneously, and maintained a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for an option, I explored various platforms but found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance reporters who greatly rely on e-mail communication. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to task completion.
You can classify contacts, create custom phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
helps with cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, share essential emails, and team up in real-time, enhancing productivity and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can create templates for common e-mail reactions, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial designer paperwork, making it easy to incorporate with other tools and construct custom solutions.
This flexibility allows independent reporters with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to release.
You can produce customized stages for different development stages, assign jobs to team members, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As a freelance reporter, handling your hiring procedure and customer relationships is paramount to your success. offers a budget friendly and instinctive service that flawlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.