As an experienced freelance reporter, I understand the difficulties of handling projects. Wufoo Streak Crm Integration …tracking leads, and nurturing customer relationships. For many years, I have actually try out numerous tools to streamline my workflow and enhance performance. One tool that has truly changed my hiring procedure. In this article, I will delve into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be revealing you how to utilize Wufoo Streak Crm Integration for your customer relations cooperation communication and much more so let’s enter into it first of all you need to go to streak.com and you will arrive on this site 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 actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete newbie it will assist you customize a perfect process for your team and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely totally free so when you get to the site 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 on add to Chrome click ADD extension and your extension will be added fine it’s done and now it is contributing 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 actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed 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 resembles our brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options first off 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 gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will give your stage a name let’s say that you actually wanted to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually select various colors for each of the stages however I think all of these are really currently developed so this is in fact pretty 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 sort 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 in fact let’s eliminate the demonstration here and after that 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 different fields that you desire so you will click on this plus here and we have complimentary kind a date check box fall General e-mail e-mail tracking task calls and conferences so I don’t 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 in fact missing and I’ll actually reorganize and put the notes here alright e-mail thread count close date fine business’s size offer size and Company size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually developed by date created followers and more so I in fact want to opt for the developed.
by or maybe the followers due to the fact that I wish to monitor 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 wanted for my pipeline now you can see there are a great deal of options available within streak is in fact among the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my job once again if I didn’t wish to go for these sales if I did with projects then I can go with 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 offer it different various colors we likewise have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others property support and customized So within our support you can see we have actually inbound appointed working on fixed and sound this is actually respectable and we likewise have customized where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will just take a second for a street to create 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 actually click on this fall and we have handle phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely 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 simply call it new and click get in so now you can see we have actually one lead developed let’s state 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 add another lead let’s call it new 2 we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click new now when you develop 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 new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can invite the team members we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the comments at the top here 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 done with this you can really click get in and it will be closed now it will reveal 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 called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have personal 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 actually incorporate um other apps within yourr transfer information for alerts for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can create 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 receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is truly easy you can get started for free by just adding the integration and now you know how to utilize as a complete newbie 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 a self-employed journalist, I’ve dealt with many customers, handled multiple projects at the same time, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for a solution, I checked out various platforms however discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, 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 perfect for self-employed reporters who heavily rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, offering you a clear summary of your communications with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to manage and monitor the development of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from lead generation to project conclusion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates partnership by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial emails, and team up in real-time, enhancing productivity and guaranteeing everyone remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software development. Here’s how:.
provides a robust API and extensive designer paperwork, making it easy to incorporate with other tools and build customized services.
This versatility enables independent reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to implementation.
You can develop custom-made stages for different development stages, designate jobs to team members, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use functions, reducing the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As a freelance journalist, managing your hiring process and client relationships is critical to your success. offers a economical and intuitive option that perfectly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.