Aspire Technologies, Inc., the manufacturer of QuoteWerks Sales Quoting and Proposal Software, proudly unveils the distinguished recipients of the 2023 QuoteWerks Partner and MVP Awards. Among these outstanding achievers stands First Direct Corporation, recognized as one of the Top 10 Worldwide Solutions Partners and earning the esteemed title of Top...
Author: Bob Ritter
How to Export GoldMine CRM Data
GoldMine CRM offers various options for exporting and extracting data from your GoldMine Premium CRM system. In this blog, we have explained three methods to efficiently export your valuable data from GoldMine CRM software. A. Export in CSV Format To initiate the CSV data export, navigate to the 'File' main...
GoldMine CRM New Year Resolution – Using CRM to Achieve Business Objectives
2024 is upon us and GoldMine CRM may be just what your organization needs for a more successful 2024. You know the routine -- in our personal life we call them "New Year's Resolutions." In business they're called "Objectives." In simple terms an "objective" is something we plan to achieve. ...
First Direct Offers Multiple CRM Choices
In case you didn't know, First Direct Corp. offers two CRM solutions. Obviously one of them is GoldMine. The other that you may not be aware of is Zoho CRM. Here is why we believe Zoho CRM is a better CRM for firms that are not already using GoldMine. Here...
Chickens, Goats and CRM
With Labor Day behind us, the end of Summer, Sat. Sept. 23rd, is around the corner. I hope your year is shaping up nicely. This year I decided to raise chickens and goats. I built coops, barns, shelters, fencing. I studied and learned what I could to prepare myself. Finally,...
Quoting – One of the Best Reasons for Using QuoteWerks and Integration with QuickBooks
If you've been using your accounting software like Quickbooks to create quotes or estimates, you're likely familiar with the challenges that arise from this approach. Accounting software often requires pre-existing part numbers along with descriptions, costs, and other details for quoting. Granting salespeople access to add part numbers to accounting...
First To Admit About GoldMine
First Direct offers two CRM solutions: GoldMine CRM and Zoho CRM. Throughout my workday, I actively use both products side-by-side. It is important to acknowledge that GoldMine is not the most modern technology. Its design may not be the most "dated" one. Over the years, I believe that Ivanti should...
Now is a Good Time to Review Your Backup
Now that warmer weather is arriving, in our neck of the woods anyway, many people are taking the opportunity to clean up their yards, their garages, their vehicles, and all the other tasks that need attending. The trees are budding and the flowers are beginning to display signs of life. ...
Reasons to Read and Write a Blog
Reasons to READ our Blog. Reasons to WRITE your own blog. Reason to Read Blogs For most businesses, blogs are one of the most effective ways to build brand awareness, nurture relationships with customers, and create value. At First Direct Corporation, we know the power of blogging and the power of...
Email Security Tip – 3 Simple Steps
In this post I will answer the following question: Is there a way to have a password protected folder in GoldMine? The answer is YES! And, here is how in 3 Simple Steps: Step 1) Go to your GoldMine Email Center and select the "Filed" (saved) folder that you want...