As an experienced freelance journalist, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Streak Crm WordPress Plugin for your client relations collaboration 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 sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total beginner it will help you tailor a perfect process for your team and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s totally free so once you get to the site you’ll get this option here which is add 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 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 just check in make certain to sign.
into the same Gmail that you have included 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 allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this brand-new option 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 brand-new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually 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 phases for your pipeline and you can actually 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 email from lead Source priority market deal size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will provide your phase a name let’s say that you in fact wanted to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact select different colors for each of the stages however I think all of these are really already produced so this is really pretty impressive what I will do is I will actually eliminate this one and if you seem like there is um I think 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 actually let’s eliminate the demonstration here and then we have working out with negotiating I can go with 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 this plus here and we have totally free kind a date check box fall General e-mail 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 actually missing out on and I’ll in fact reorganize and put the notes here okay email thread count close date all right business’s size deal size and Company size okay let’s eliminate the company size and I’m gon na really find something else within the basic where we have developed by date developed followers and more so I actually want to go for the created.
by or possibly the followers because I wish to monitor my employee that are in fact following this so I will you know 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 options offered within streak is really among the most convenient and among the most uh you understand flexible out there it’s very 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 projects then I can go with the project phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also offer it various different 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 task search financier fundraising others real estate support and custom So within our support you can see we have incoming designated working on dealt with and noise this is really pretty good and we also have custom where I can in fact start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on produce 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 have the ability to include my Lead Series so you can in fact click on this drop down and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click on go into so now you can see we have actually one lead produced 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 include another lead let’s call it brand-new two we can really open this up in a 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 called also there’s one negotiating so I’ll just simply click on new now when you produce a lead we can really click on this link and it will now open the different 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 remember and then we have welcome teammates so from here I can invite the team members we have add columns we have emails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even publish files and after that we have the remarks 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 develop a lead within your as soon as you’re finished with this you can in fact 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 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 too uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notices for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will also reveal me the e-mails 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 e-mail and with merge email what occurs is I can in fact produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually simple you can get started free of charge by simply including the integration and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a freelance journalist, I have actually dealt with numerous clients, managed several jobs concurrently, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for a service, I explored various platforms however discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily depend on email communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and monitor the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to project conclusion.
You can categorize contacts, develop custom-made phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can designate jobs, share crucial emails, and team up in real-time, boosting performance and making sure everybody stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can develop design templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive developer documents, making it simple to integrate with other tools and develop customized solutions.
This flexibility enables self-employed journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can develop custom stages for various development stages, designate jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget friendly option, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring process and customer relationships is paramount to your success. offers a user-friendly and affordable service that flawlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.