As an experienced freelance reporter, I understand the difficulties of managing projects, tracking leads, and supporting client relationships. In this short article, I will dive into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be showing you how to utilize Woocommerce Streak Crm for your client relations collaboration communication and a lot more so let’s enter into it first of all you require to go to streak.com and you will arrive on this website right here now is a sort 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 truly incredible and I’ll reveal you how to do that as a total beginner it will help you tailor a perfect procedure for your group and you will be able to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this option here which is contribute 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 on contribute to Chrome click ADD extension and your extension will be included all right it’s done and now it is adding 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 sign in ensure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that 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 combines so you can see this resembles 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 hiring so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have various choices to start with 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 called pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will give your stage a name let’s state that you in fact wished to create another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose various colors for each of the stages but I think all of these are in fact currently produced so this is in fact pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demo 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 different fields that you want so you will click on this plus here and we have totally free 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 opt for this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here fine email thread count close date all right business’s size offer size and Company size okay let’s eliminate the business size and I’m gon na really discover something else within the basic where we have developed by date developed fans and more so I in fact want to opt for the produced.
by or maybe the fans since I wish to monitor my staff member that are really 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 great deal of alternatives offered within streak is actually among the easiest and among the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t want to choose these sales if I did with jobs then I can choose the job phases right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise give it various different colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others property support and custom-made So within our assistance you can see we have actually inbound designated dealing with fixed and noise this is actually respectable and we likewise have custom where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na go with the sales here and click on create 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 simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have manage phase or rename so as I continue as I add different 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 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 simply call it new and click go into so now you can see we have one lead created let’s say that there is really 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 brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this 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 merely click brand-new now once you produce a lead we can actually 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 developed keep in mind and then we have welcome teammates so from here I can invite the employee we have include columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks 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 produce a lead within your as soon as you’re finished with this you can actually click on enter and it will be closed now it will show 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 gotten in touch with 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 perform bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what happens is I can really produce a follow-up e-mails and various storage emails here and we have active advises so using is really simple you can get going free of charge by simply including the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I have actually worked with many customers, managed numerous jobs simultaneously, and maintained a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a central system to improve my operations.
In my mission for a solution, I explored different platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, providing you a clear introduction of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it easy to monitor the development and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from lead generation to task conclusion.
You can categorize contacts, develop custom stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important emails, and collaborate in real-time, improving productivity and making sure everybody remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial developer paperwork, making it simple to incorporate with other tools and build custom options.
This flexibility allows freelance journalists with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to implementation.
You can create custom stages for various advancement phases, designate jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly functions, lessening the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable 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 full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more cost effective option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring process and customer relationships is vital to your success. offers a instinctive and affordable solution that perfectly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.