As a seasoned freelance reporter, I understand the obstacles of handling tasks, tracking leads, and supporting client relationships. In this article, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to utilize Streak Crm Activecampaign Integrations for your consumer relations collaboration interaction and far more so let’s get into it first of all you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center 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 total newbie it will assist you tailor a perfect procedure for your team and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s entirely complimentary so once you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be added 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 ensure to sign.
into the 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 merely scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this 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 combines so you can see this resembles our brand-new control panel for here I’ll be able to produce 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 create a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives firstly 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 demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will offer your stage a name let’s say that you actually wanted to develop another um you know phase here for instance 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 pick various colors for each of the stages but I think all of these are actually already produced so this is actually quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are type 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 actually 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 totally free form a date check box fall General e-mail email tracking task 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 really missing and I’ll actually reorganize and put the notes here fine email thread count close date all right business’s size offer size and Company size all right let’s get rid of the business size and I’m gon na really find something else within the general where we have actually created by date produced fans and more so I in fact wish to opt for the produced.
by or possibly 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 a few of the fields that I desired for my pipeline now you can see there are a great deal of options available within streak is in fact one of the simplest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my project once again if I didn’t want to go for these sales if I did with tasks then I can opt for the project phases right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it various different colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others property assistance and custom-made So within our support you can see we have inbound assigned working on solved and sound this is really pretty good and we likewise have custom-made where I can really start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will simply take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can in fact click this fall and we have handle phase or relabel so as I continue as I include various 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 add a box in the lead area here and let’s simply call it new and click on get in so now you can see we have one lead produced let’s state 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 new two we can really open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a called also there’s one working out so I’ll just merely click on brand-new now as soon as you create a lead we can actually click here 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 invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even submit 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 develop a lead within your when you’re finished with this you can really click get in 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 gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well 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 discover these phases Combinations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail really quickly from here and it will also show me the emails 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 takes place is I can really produce 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 combination and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance journalist, I have actually worked with various clients, managed multiple jobs at the same time, and preserved an extensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my mission for a solution, I checked out various platforms however discovered them to be either too costly or too intricate 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 consumer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance journalists who heavily depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear summary of your interactions with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create custom phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial emails, and collaborate in real-time, enhancing performance and guaranteeing everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can create templates for common e-mail actions, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to integrate with other tools and build custom options.
This flexibility enables self-employed reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application development projects, from ideation to release.
You can create customized stages for different development stages, designate tasks to team members, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly features, decreasing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent reporter, managing your hiring process and customer relationships is vital to your success. deals a economical and intuitive option that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.