The acronym stands for Customer Relationship Management and it refers to the class of software programs that
are designed to help you get and retain customers. Basic CRM functionality is available free, near-free or within
software you likely already own like Microsoft Office. Basic CRM products typically consist of a contact management
tool and an area to write notes about those contacts. Advanced CRM products combine those functions with other
core areas of business such as financial reporting and sales pipeline management. [Many vendors offer this type of
functionality in a “hosted” environment, meaning that you get access to it by visiting their websites instead of installing
anything on your local machines. This model is also known as “SaaS” or software-as-a-service. This method has
many advantages, particularly for the entrepreneur, as it removes your need to acquire and maintain servers, security
protocols and offsite data backup and storage. This is a tremendous cost savings and allows small businesses to
obtain the benefits of a world class IT environment at a tiny fraction of the cost.]
Dia allows you to quickly and easily set up email tracks for each of your contact types. As a contact progresses
through the sales cycle Dia automatically switches the contact to the correct track. This insures that you’ll never have
the embarrassment of sending a client notice of a sale price below what they’ve paid. It also makes sure that your
sales message will be in front of the customer when they’re ready to buy. Unlike other email marketing tools, the mail
you send with Dia comes from your address and is free of any provider advertising. This personalizes the email
message and prevents your prospects and clients from feeling like they’ve received a mass message. Best of all,
it works. If you’re serious about building sales use Dia.
If your business is document intense you’re going to love Dia. Imagine being able to print every possible document,
integrated with your contacts key information and project data, with one click from within the contact record. This
functionality will completely eliminate the hassle of cutting and pasting documents together from different sources and
nearly eliminate double entry. Once your contacts are in Dia you’ll never need to re-type their name and address
again to prepare documents like sales proposals, engineering reports, loss narratives and more.
The importance of process must not be underestimated. How well your business is doing is directly related to the
quality of the processes its running. Think about it, process provides consistency in sales, service and production.
It’s the backbone and the blueprint of how your business runs. Dia takes that blueprint and fully integrates it with all
your key tasks. This means that Dia will know what happens next for every event in your company. You simply
specify what needs done once and Dia will automatically trigger the process for every future contact, prospect and
client. This makes it impossible to forget to do something on-time and gives your company the marketable ability
to provide excellent time-sensitive customer service.
Through Dia, you’ll have access to the entire award winning MindLeadersTM course library. For an extremely low
price per class you will be able to sharpen your skills and broaden your mind without ever visiting a bricks and
mortar classroom. MindLeadersTM is the recognized industry leader in online education. By partnering with
Envala they have made over 2,000 online classes available at your convenience and at a substantially reduced
cost per class.
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