As a seasoned freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this short article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to utilize Activecampaign Crm Vs Streak Crm for your client relations collaboration interaction and much more so let’s enter it to start with you need to go to streak.com and you will arrive on this site right here now is a kind 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 truly incredible and I’ll reveal you how to do that as a complete beginner it will assist you personalize an ideal process for your group and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this alternative 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 add 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 simply check in make sure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this new alternative 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 resembles our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click on new pipeline here and we have various options 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 actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email 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 wish to add another phase you will click on this Plus at the top and you will provide your stage a name let’s say that you in fact wished to produce another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually choose various colors for each of the stages but I believe all of these are really currently created so this is actually pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo 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 2 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 various fields that you desire so you will click on this plus here and we have free type a date check box fall General email email tracking task calls and conferences so I do not 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 choose this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here alright email thread count close date all right company’s size deal size and Business size okay let’s eliminate the business size and I’m gon na actually discover something else within the general where we have developed by date developed fans and more so I really want to choose the created.
by or maybe the followers due to the fact that I wish to keep an eye on my team members that are really following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices available within streak is really one of the easiest and among the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t want to go for these sales if I finished with projects then I can choose the job stages right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise give it various various colors we also have business 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 realty support and customized So within our assistance you can see we have incoming designated dealing with dealt with and sound this is actually pretty good and we likewise have custom where I can actually start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on develop private 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 produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have handle stage or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here add a box so click 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 enter 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 brand-new I’m going to include another lead let’s call it brand-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 in this manner now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just merely click on brand-new now when you develop 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 different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit 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 create a lead within your once you’re finished with this you can actually click go into 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 called and something like this and this is where you will be getting your list we can pick different 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 be able to see we have personal choice we have these 3 dots where we can find these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with merge email what occurs is I can really create a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is really simple you can get started for free by simply adding the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve dealt with many clients, managed numerous projects concurrently, and kept a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who heavily depend on e-mail communication. Here are some essential benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, offering you a clear summary of your interactions with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from list building to project conclusion.
You can classify contacts, produce custom stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with team members within the platform.
You can designate tasks, share important e-mails, and work together in real-time, improving efficiency and guaranteeing everyone stays on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop design templates for common e-mail responses, schedule follow-ups, and set up tips, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and construct customized services.
This flexibility enables independent reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software advancement projects, from ideation to implementation.
You can create custom stages for different advancement stages, appoint jobs to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring process and customer relationships is vital to your success. offers a affordable and instinctive solution that effortlessly integrates with Gmail, allowing you to improve your operations and concentrate 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 option for freelance reporters.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.