In this Streak Course we are going to learn step by step how to use this great CRM tool that is fully integrated into Gmail.
It is a tool that integrates perfectly with the Google suite and that, in its free version, has a lot of potential.
It is true that it has a somewhat long learning curve, but with this course, you will see that it is really, when you understand the logic of Streak, it is very easy. And best of all, it is very useful.
We will see how a pipeline works, which is nothing more than a workflow, or a series of stages through which the boxes of each of the projects we want to work on will go through.
In addition, both pipelines, as well as the columns that form them, can be modified to adapt them to our needs.
Let’s give an example, if we want a pipeline to organize the content of our interview podcast, we can create several phases through which the episodes will go through. We can also create personalized columns, which will later be used to send emails to the guests.
We will see how we can create email templates with variables, so that the emails we send to the people we have within a pipeline stage are as personalized as possible. Notice how powerful this functionality is, if we use Streak as a sales manager. We can send each lead an email with specific information about your proposal, without having to write it as many times as we have leads.
Finally, we will see several practical cases to apply in a business. From customer management, through consulting session management, to content generation for a podcast, for example.
You see, a super practical course, to be able to understand how Streak works and not waste time discovering what each thing is for and how we can organize the content. Let’s start!
Remember that if you will have access to everybody the courses and you can also enjoy everything from .
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