As a seasoned freelance reporter, I comprehend the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this short article, I will dig into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Data Relation Map Streak Crm for your customer relations partnership interaction and far more so let’s enter into it to start with you need to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete newbie it will help you customize an ideal procedure for your team and you will be able to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this choice here which is add 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 contribute to Chrome click ADD extension and your extension will be included okay it’s done and now it is contributing 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 ensure to sign.
into the same Gmail that you have actually included the uh you understand 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 appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and upgraded reply and then we have this new option which is the pipeline so if I click on 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 have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will offer your stage a name let’s state 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 produce right here.
and you can provide it your color so we can actually select different colors for each of the stages but I believe all of these are in fact already developed so this is actually pretty excellent what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we simply choose 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 opt for 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 this plus here and we have free form a date check box drop down General email 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 actually missing and I’ll actually reorganize and put the notes here all right email thread count close date alright company’s size deal size and Company size fine let’s get rid of the company size and I’m gon na really find something else within the basic where we have produced by date created fans and more so I actually want to opt for the created.
by or perhaps the fans due to the fact that I wish to keep track of my team members 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 great deal of options readily available within streak is in fact one of the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t want to opt for these sales if I did with jobs then I can go with the task phases right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also offer it different different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others property assistance and custom So within our support you can see we have incoming assigned dealing with fixed and sound this is in fact respectable and we also have custom-made where I can actually start something from the scratch totally according to my service 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 staff member so I’m going to opt for the shared one here and click produce now it will just take a second for a street to create 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 drop down and we have manage phase or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here include a box so click 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 go into so now you can see we have one lead created 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 include another lead let’s call it brand-new 2 we can in fact 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 say there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now as soon as you create a lead we can really click on this link and it will now open the different fields that we included so this is a brand-new Elite that I produced 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 invite the staff member we have add columns we have emails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish 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.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can actually click get in and it will be closed now it will show you something like this we have all of our information 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Combinations and automation this is among the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine email and with combine email what occurs is I can in fact create a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is truly easy you can begin totally free by just adding the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a self-employed reporter, I’ve dealt with numerous customers, managed several jobs all at once, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my quest for an option, I checked out various platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who greatly depend on email communication. Here are some key benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with customers, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it easy to monitor the development and manage of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from lead generation to task completion.
You can categorize contacts, produce custom-made stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with team members within the platform.
You can designate jobs, share essential emails, and work together in real-time, boosting performance and making sure everyone stays on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can develop design templates for common e-mail responses, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial designer documentation, making it simple to incorporate with other tools and construct custom services.
This flexibility allows freelance reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement projects, from ideation to release.
You can create custom-made stages for various development phases, appoint tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more thorough suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email communication.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. offers a budget-friendly and instinctive service that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.