As a seasoned freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to utilize Activecampaign Streak Crm Integration for your customer relations partnership interaction and much more so let’s get into it first of all you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete newbie it will assist you customize a best process for your group and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s totally complimentary so when 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 contribute to Chrome click ADD extension and your extension will be included alright it’s done and now it is adding to Gmail and it will take me straight 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 very same Gmail that you have added the uh you know streak to now it will ask you for your gain access to 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 basic you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this brand-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 merges so you can see this is like our new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different options first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market offer size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will offer your phase a name let’s state that you actually wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give 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 created so this is in fact quite impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and after that we have working out 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 various fields that you desire so you will click this plus here and we have totally free form a date check box fall General email e-mail tracking task calls and meetings 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 opt for this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here alright email thread count close date okay company’s size offer size and Business size okay let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have created by date created fans and more so I really want to opt for the produced.
by or maybe the fans since I want to track my employee that are actually following this so I will you know 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 lot of choices available within streak is really among the most convenient and among the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t wish to go for these sales if I did with projects then I can opt for the project stages right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it different various colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others property support and customized So within our assistance you can see we have actually incoming assigned dealing with fixed and sound this is really respectable and we also have customized where I can actually start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click produce private 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 on produce now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click on this fall and we have manage phase or rename so as I continue as I add various 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 brand-new and click on enter so now you can see we have actually one lead developed 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 really open this up in a brand-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 two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click on brand-new now once you produce a lead we can really click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced remember and after that we have invite colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your once you’re finished with this you can really click on get in and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one contacted 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 deleting and sharing too uh another 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 among the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail extremely easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can in fact develop a follow-up e-mails and different storage emails here and we have active instructs so using is actually easy you can get started free of charge by just adding the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I have actually dealt with many clients, handled numerous jobs all at once, and kept a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for an option, I checked out different platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for independent reporters who heavily depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and keep an eye on the development of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to task conclusion.
You can classify contacts, create customized stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
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 team up in real-time, boosting efficiency and ensuring everyone remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial designer documents, making it simple to incorporate with other tools and develop custom options.
This flexibility permits independent journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to implementation.
You can produce custom-made phases for different development stages, designate jobs to employee, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more economical solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent journalist, handling your hiring process and customer relationships is critical to your success. deals a user-friendly and affordable solution that flawlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or content 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 effect of Streak CRM in your freelance journalism endeavors.