As a seasoned freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and supporting client relationships. In this post, I will delve into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Expensify Streak Crm Integrations for your customer relations collaboration interaction and much more so let’s get into it to start with you need 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 really turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total beginner it will help you personalize a perfect process for your team and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this option 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 on add to Chrome click 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 sign in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this brand-new choice 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 is like our brand-new control panel for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will provide your phase a name let’s state that you actually wanted to create another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually choose various colors for each of the stages however I think all of these are in fact currently developed so this is actually quite remarkable 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 sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration here and after that we have negotiating 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 different fields that you desire so you will click on this plus here and we have totally free kind a date check box fall General e-mail e-mail tracking task calls and meetings 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 actually missing and I’ll in fact rearrange and put the notes here okay email thread count close date alright company’s size offer size and Company size alright let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually developed by date produced fans and more so I actually wish to go for the produced.
by or possibly the fans due to the fact that I want to monitor my employee that are in fact 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 lot of choices readily available within streak is in fact one of the simplest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my job again if I didn’t wish to opt for these sales if I finished with projects then I can opt for the project stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also provide it different different colors we also 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 realty assistance and custom-made So within our support you can see we have incoming appointed dealing with resolved and sound this is actually pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually 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 have the ability to add it click the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click on go into so now you can see we have actually one lead developed let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just simply click on new now once you develop a lead we can actually click on this link and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can change to the emails and it will reveal 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 once 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 once you’re finished with this you can actually click on go into 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 called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these stages Combinations and automation this is among the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what occurs is I can in fact produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually easy you can begin free of charge by simply adding the integration and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed journalist, I’ve worked with numerous clients, managed multiple projects all at once, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my quest for a solution, I checked out various platforms however discovered them to be either too intricate or too pricey 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 client relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, offering you a clear introduction of your interactions with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to handle and monitor the progress of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to project completion.
You can classify contacts, develop custom stages, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
helps with cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, improving efficiency and guaranteeing everyone stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive designer documents, making it easy to incorporate with other tools and build customized services.
This versatility allows freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to deployment.
You can develop customized stages for various development phases, designate jobs to staff member, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, reducing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive solution, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring procedure and customer relationships is critical to your success. offers a intuitive and budget-friendly solution that flawlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.