As a seasoned freelance reporter, I understand the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this short article, I will dive 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 utilize for newbies hey guys welcome back in this video I will be showing you how to utilize Streak Crm Integration With Iqms for your client relations cooperation communication and a lot more so let’s enter it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total newbie it will help you customize an ideal process for your team and you will have the ability to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be added alright 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 on permit after including 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 upgraded reply and after that 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 new dashboard for here I’ll have the ability to develop 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 in fact do that you will click brand-new pipeline here and we have various choices first of all we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you know 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 email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus on top and you will give your phase a name let’s say that you really wished to produce another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually pick different colors for each of the stages but I believe all of these are in fact already created so this is really pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration here and then 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 this plus here and we have free form a date check box drop down General email e-mail tracking task calls and meetings 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 choose this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date alright company’s size offer size and Business size alright let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually produced by date created fans and more so I actually want to opt for the developed.
by or maybe the followers because I want to keep track of my team members that are really 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 great deal of choices offered within streak is really among the simplest and one of the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t wish to choose these sales if I made with jobs then I can choose the task phases right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it various different colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others real estate support and customized So within our support you can see we have actually inbound assigned dealing with dealt with and sound this is in fact pretty good and we likewise have custom-made where I can in fact start something from the scratch completely according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will just take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can in fact click on this fall and we have handle stage or relabel 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 the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click go into so now you can see we have one lead developed let’s state that there is actually 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 brand-new two we can actually open this up in a brand-new tab from here too but 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 gotten in touch with also there’s one negotiating so I’ll just simply click on brand-new now when you produce a lead we can actually click on this link and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even publish files and after that 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 develop a lead within your when you’re finished with this you can really click on go into and it will be closed now it will show you something like this we have all of our information 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 pick 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 have the ability to see we have private option we have these 3 dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate 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 change to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine email and with combine email what happens is I can actually produce a follow-up emails and various storage emails here and we have active instructs so utilizing is actually easy you can begin for free by just adding the integration and now you understand how to use as a complete newbie do not.
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 relates to. As an independent reporter, I have actually worked with many clients, managed multiple tasks concurrently, and kept a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my mission for a solution, I explored various platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who heavily rely on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails easily, giving you a clear summary of your communications with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to handle and keep track of the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to job completion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with team members within the platform.
You can designate jobs, share essential e-mails, and team up in real-time, improving productivity and making sure everybody remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can produce design templates for typical email actions, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software development. Here’s how:.
offers a robust API and extensive designer paperwork, making it simple to integrate with other tools and build custom-made services.
This versatility permits independent journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development projects, from ideation to implementation.
You can produce custom stages for different development stages, assign jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable option, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
offers a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email communication.
As a self-employed journalist, managing your hiring process and client relationships is critical to your success. offers a user-friendly and affordable service that seamlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or author developer, 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 ventures.