As a seasoned freelance reporter, I understand the obstacles of managing tasks. Streak Crm Woocommerce …tracking leads, and supporting client relationships. Throughout the years, I have actually try out different tools to improve my workflow and enhance effectiveness. One tool that has actually truly transformed my hiring process. In this article, I will delve into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Woocommerce for your customer relations cooperation interaction and far more so let’s enter into it firstly you need to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete beginner it will assist you customize a perfect procedure for your team and you will be able to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s completely free so once you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to pick 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 included okay 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 merely check in make certain to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after including 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 e-mails and updated reply and then we have this 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 merges so you can see this is like our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will provide your phase a name let’s say that you actually wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select different colors for each of the stages however I believe all of these are in fact already produced so this is really quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have working out with negotiating I can go with 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 different fields that you desire so you will click this plus here and we have complimentary type a date check box drop down General e-mail e-mail tracking job calls and meetings 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 actually missing and I’ll really rearrange and put the notes here all right email thread count close date okay 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 produced by date created fans and more so I actually wish to go for the created.
by or perhaps the followers due to the fact that I wish to keep track of my employee that are in fact following this so I will you understand 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 lot of choices readily available within streak is really one of the simplest and among the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my project again if I didn’t wish to choose these sales if I did with tasks then I can choose the project phases right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also provide it different various colors we likewise have company 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 real estate support and custom So within our assistance you can see we have actually incoming assigned dealing with resolved and sound this is actually pretty good and we also have customized where I can actually start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on develop now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have handle stage 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 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 just call it new and click enter so now you can see we have actually one lead produced let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just simply click on new now as soon as you produce a lead we can actually click here and it will now open the various 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 keep in mind and then we have welcome colleagues so from here I can invite the employee we have include columns we have emails files and comments you can switch to the e-mails and it will show 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 finished with this you can actually click enter and it will be closed now it will reveal 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 called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can find these phases Integrations 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 alerts for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail really easily from here and it will also show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine email what occurs is I can actually create a follow-up e-mails and various storage emails here and we have active advises so utilizing is really easy you can get started free of charge by simply adding the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a freelance reporter, I’ve worked with various customers, managed several projects simultaneously, and preserved a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a solution, I explored numerous platforms but discovered them to be either too pricey or too intricate 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 effortlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to keep track of the progress and manage of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from lead generation to task conclusion.
You can classify contacts, create custom-made phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential e-mails, and work together in real-time, boosting productivity and ensuring everyone remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can create templates for typical e-mail reactions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it easy to incorporate with other tools and develop custom-made options.
This flexibility permits independent reporters with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement tasks, from ideation to implementation.
You can create customized phases for various advancement phases, appoint jobs to staff member, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly functions, reducing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical solution, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring procedure and client relationships is vital to your success. offers a instinctive and affordable option that flawlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.