As a skilled freelance journalist, I comprehend the obstacles of handling projects. Activecampaign Crm Vs Streak …tracking leads, and nurturing client relationships. Over the years, I have actually explore numerous tools to enhance my workflow and enhance performance. One tool that has actually really transformed my hiring procedure. In this short article, I will look into the benefits of using for self-employed journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to utilize Activecampaign Crm Vs Streak for your customer relations collaboration interaction and far more so let’s enter into it first of all you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total beginner it will help you customize a perfect process for your group and you will have the ability to get your work done now let’s in fact get into the process now is offered as an extension and it’s totally complimentary so once you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to pick 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 added 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 merely check in make sure to sign.
into the 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 merely scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this brand-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 is like our new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click this Plus on top and you will give your phase a name let’s say that you actually wanted to develop another um you understand stage here for example 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 actually choose different colors for each of the stages however I think all of these are actually currently produced so this is really 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 very same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo here and after that we have working out with negotiating I can choose 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 different fields that you want so you will click on this plus here and we have free kind a date check box fall General email email tracking job 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 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 alright company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have actually produced by date developed followers and more so I actually want to go for the developed.
by or possibly the fans because I wish to monitor my team members that are actually 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 choices offered within streak is actually among the simplest and among the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my job again if I didn’t want to go for these sales if I did with tasks then I can go with the project stages right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also offer it different various colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others property assistance and customized So within our support you can see we have incoming assigned dealing with solved and sound this is actually respectable and we also have customized where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na go with the sales here and click 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 produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have manage stage or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on go into so now you can see we have one lead created let’s say 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 two we can really open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a contacted also there’s one working out so I’ll just merely click brand-new now once you create a lead we can actually click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed remember and after that we have invite teammates so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re done with this you can in fact click on enter and it will be closed now it will reveal 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 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 also uh another thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our easy Gmail really easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with merge email what takes place is I can actually develop a follow-up emails and various storage emails here and we have active instructs so using is truly easy you can get going free of charge by just including the integration and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As a freelance reporter, I have actually worked with numerous customers, managed several jobs all at once, and kept an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some key advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from list building to task completion.
You can categorize contacts, produce custom phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial e-mails, and work together in real-time, improving productivity and making sure everybody remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create templates for typical e-mail actions, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and construct customized options.
This versatility allows self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development projects, from ideation to release.
You can produce custom-made stages for different development phases, assign tasks to team members, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, minimizing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical solution, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring process and customer relationships is vital to your success. offers a intuitive and cost effective service that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.