Author: Bob Ritter

Take Ownership of your CRM Project

Bob Ritter | May 13, 2019

One of the greatest challenges my business faces as a GoldMine CRM software consultant is the lack of internal project ownership on the part of my clients. This

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A Case for Rolling Over Activities

Bob Ritter | May 3, 2019

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

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Getting Started Checklist for a New GoldMine User

Bob Ritter | April 4, 2019

When most organizations start with GoldMine they assign someone to be the System Administrator. This person generally tends to be someone with technical skills. Often times they have

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Keep Two GoldMine Contact Records Open

Bob Ritter | April 1, 2019

Most GoldMine users are aware that they can have open multiple application windows (TABS). The TABS can be opened in the order of the user’s preference. By default,

Master Rights & Wrongs

Server Side Calendar, Email and Contact Synchronization

Bob Ritter | March 29, 2019

Article Written by: Debbi Harvie of Riva We all live by our calendars, whether it’s a meeting with a client, a lunch with your administrator, or your child’s soccer

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Resources for GoldMine Users

Bob Ritter | March 28, 2019

One of the ways First Direct Corp. seeks to assist organizations to make greater use of GoldMine Premium CRM is by providing FREE resources. One of the ways we fulfill

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Using “Grid Controls” in GoldMine Premium CRM to Organize Data

Bob Ritter | March 25, 2019

Organizations find that over time that their GoldMine CRM system tends to collect a substantial amount of data, especially if an organization has a multiple users and is

Manage Smarter

We Will All Miss Susie

Bob Ritter | January 25, 2019

Our marketing & sales coordinator, who everyone knows as Susie, is “retiring” from First Direct today. Susie exemplified customer service. Her hard work and dedication were exceptional. Loved

Golden Nugget

Let Me Tell You a Story about Customer Engagement

Bob Ritter | January 17, 2019

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

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First Direct Corp Earns Another GoldMine Top Partner Award

Bob Ritter | January 17, 2019

First Direct Corporation is proud to earn the high GoldMine Premier Elite Partner status for another year. First Direct has represented GoldMine CRM software for ~25 years and earned more