Streak course in Mianwali

Course Outline: Streak CRM

1. Introduction to Streak:
   • Overview of Streak and its core features.
   • Understanding Streak’s integration with Gmail.
   • Comparing Streak with other CRM platforms.
2. Getting Started with Streak:
   • Creating and setting up a Streak account.
   • Navigating the Streak interface within Gmail.
   • Configuring initial settings, user preferences, and system customizations.
3. Contact and Pipeline Management:
   • Importing and managing contacts within Streak.
   • Creating and customizing pipelines to match sales or project stages.
   • Organizing contacts and pipeline stages using tags, categories, and custom fields.
4. Lead and Opportunity Management:
   • Managing leads through various pipeline stages.
   • Converting leads into opportunities and tracking their progress.
   • Customizing opportunity stages, views, and sales processes.
5. Task and Activity Management:
   • Creating and assigning tasks, calls, and meetings directly from Gmail.
   • Scheduling and managing activities within Streak’s integrated calendar.
   • Using reminders and notifications to stay organized and meet deadlines.
6. Email Integration and Communication:
   • Utilizing Streak’s email tracking and management features.
   • Creating and using email templates for consistent communication.
   • Managing communication history and notes within Streak.
7. Sales Pipeline and Forecasting:
   • Setting up and customizing sales pipelines to fit business needs.
   • Tracking sales opportunities and forecasting sales performance.
   • Using Streak’s reporting tools for sales analysis and forecasting.
8. Automation and Workflow Management:
   • Setting up automation rules for CRM processes.
   • Creating automated workflows for repetitive tasks.
   • Using Streak’s automation features to streamline operations and reduce manual effort.
9. Reporting and Analytics:
   • Creating and customizing reports and dashboards.
   • Using Streak’s analytics tools to track CRM metrics and business performance.
   • Building and interpreting visualizations for strategic insights.
10. Integration with Other Tools:
    • Integrating Streak with third-party applications and services.
    • Using Streak’s API and connectors for data integration.
    • Managing data consistency across integrated systems.
11. Data Security and User Management:
    • Managing user roles, permissions, and access controls.
    • Implementing data protection measures and ensuring compliance.
    • Utilizing Streak’s security features to protect CRM data.
12. Customization and Best Practices:
    • Customizing Streak to fit organizational needs (e.g., custom fields, pipelines).
    • Implementing best practices for CRM usage and user adoption.
    • Strategies for maintaining data accuracy and optimizing CRM use.
13. Advanced Features and Custom Development:
    • Exploring advanced features such as Streak’s API for custom integrations.
    • Leveraging Streak’s advanced functionalities for enhanced CRM capabilities.
    • Customizing Streak using advanced development tools.
14. Course Review and Practical Exercises:
    • Hands-on labs for configuring Streak, managing contacts, and setting up pipelines.
    • Practical exercises for creating reports, managing tasks, and using communication tools.
    • Final review of key concepts and practical applications.

Advanced Topics (Optional):

• Streak Advanced Automation:
  • Advanced techniques for setting up custom automation rules and workflows.
  • Leveraging Streak’s automation features for complex CRM processes.
• Custom Reporting and Integration:
  • Advanced techniques for custom reporting and dashboard creation.
  • Integrating Streak with custom applications and external systems using the API.