As a skilled freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be revealing you how to use Wpforms Streak Crm Integration for your consumer relations cooperation interaction and much more so let’s enter into it to start with 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 contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really remarkable 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 really get into the process now is available as an extension and it’s completely totally free so when you get to the website you’ll get this choice 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 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 merely check in ensure to sign.
into the exact 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 merely scroll down and click on permit 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 after that we have this brand-new choice 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 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 new pipeline here and we have different choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will offer your stage a name let’s say that you actually wanted to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually pick various colors for each of the stages however I think all of these are actually currently developed so this is really quite outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo here and after that we have negotiating with negotiating I can choose 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 on this plus here and we have free type a date check box fall General email email tracking job 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 go with this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here okay email thread count close date fine company’s size deal size and Business size all right let’s get rid of the business size and I’m gon na actually find something else within the general where we have created by date created fans and more so I actually want to choose the created.
by or perhaps the fans since I wish to keep an eye on my team members 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 alternatives available within streak is really among the most convenient and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my job again if I didn’t wish to go for these sales if I did with tasks then I can opt for the job stages right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise provide it various different colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others property support and custom-made So within our support you can see we have inbound assigned working on dealt with and noise this is really respectable and we likewise have custom where I can actually start something from the scratch completely according to my company for me we just have the sales so I’m gon na opt for the sales here and click produce private 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 produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can really click this drop down and we have handle phase 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 add it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead produced let’s say that there is in fact 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 two we can in fact open this up in a brand-new tab from here too but 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 on brand-new now once you develop a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and then we have invite teammates so from here I can welcome the employee we have add columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even submit 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 once you’re finished 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 information collected here and at the top we’re getting our account such as two leads one contacted 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 erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and create our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with merge email what happens is I can actually develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is actually simple you can get started totally free by simply including the combination and now you know how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As an independent reporter, I have actually worked with many clients, managed numerous projects at the same time, and preserved a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my mission for a solution, I checked out different platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who greatly count on email interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to handle and keep track of the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to project completion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate tasks, share important emails, and work together in real-time, enhancing productivity and making sure everyone stays on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer documents, making it simple to integrate with other tools and develop custom options.
This versatility allows freelance journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to release.
You can create custom-made phases for various development stages, designate jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget friendly option, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
provides a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent reporter, managing your hiring process and client relationships is critical to your success. deals a user-friendly and cost effective option that seamlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated functions 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 developer, can empower you to take control of your freelance journalism career 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.