As popular as CRM software is there's still a large portion of firms that rely on spreadsheets and email for the functions of a CRM application. After all, why pay for CRM when you already own those products. Since spreadsheets and email have been around so long, many people and...
Category: Sell More
A Case for Rolling Over Activities
This week my 82 year old mother fell and couldn't get up. The ambulance arrived and we all assessed the situation. Fortunately, nothing was broken, but the incident triggered a number of things that needed to be handled in the life of my Mom, and as her care givers, the...
Let Me Tell You a Story about Customer Engagement
I'd like to tell you a story about a recent business experience that I had with a customer which was mutually beneficial to the customer and me. I asked my customer for their permission to share it since I felt it could help others too. Our customer manufacturers industrial chillers. ...
QuoteWerks – 2018 Top Partner Award
I am very pleased that First Direct Corp has earned the honor of being the 2018 Top QuoteWerks Partner in the USA and 3rd overall worldwide. First Direct has achieved this distinction many times over the years we have represented Aspire Technologies and their line of business applications. QuoteWerks QuoteValet...
Helping you to market, sell and service better
"Is GoldMine all you do?" is something I am asked every now and then when I am on the phone with my clients helping them with their GoldMine issue(s). So I figured I'd take a few minutes to write about how First Direct Corp. can help you and your organization...
QUOTEWERKS HOLIDAY SPECIAL
THE HOLIDAYS BRING GOOD CHEER AND A GREAT DEAL ON QUOTEWERKS . . . Did you know that First Direct Corp sells the #1 Quoting software - QuoteWerks? Did you know we've been the leading Partner for QuoteWerks in the USA? Would you like to see how you can create more...
The Truth About Productivity
There are many ways to measure performance including but not limited to quality, results and volume. Each is important in its own right. High volume with poor results and poor quality is unacceptable; good quality with low results and low volume is also typically unacceptable. Generally speaking, an organization is...
Marketing and Sales Start with an Idea
As the President of First Direct Corporation, I face similar challenges and demands that many of my customers do - one of the key being - How to drive new and repeat business? It's Monday morning, I've taken care of the urgent items on my list for today - my...
7 Ways CRM Helps You Sell
At it's core, a CRM application is essentially a database for collecting and tracking various pieces of information, from contact info, to qualifying information, to activities and communications, to notes, etc. It's how you use it that determines the value that you and our organization derive from it. Of course,...
CRM Software is a Tactic NOT a Strategy
Without execution you Are swirling down the drain. It is not enough to have a vision. And, not enough to have a brilliant strategy. Without tactics and good execution a business is doomed. Successful businesses identify a market. They position themselves over their competition. And they prove themselves through their...