The GoldMine Users’ Dilemma

First Direct Corporation has been selling and supporting GoldMine CRM software since 1992 when GoldMine CRM was called "Contact Management Software" and it ran on the DOS operating system. A week doesn't go by that we don't service or upgrade a GoldMine system that is 10+ years old. It isn't...

Ways to Enhance GoldMine Email Templates

Email personalization tips and tricks GoldMine doesn't claim to have the best "email editor," but it serves the purpose and it does have features which users can leverage rather nicely in conjunction with the CRM database. Here are some functions within GoldMine's email template editor to consider:Personalization - Personalizing an...

Why GoldMine System Fields Are Useful

Every database software has "system fields" The system fields that users are familiar with are the ones we edit. For example in GoldMine there are fields where one enters the company name and the contact name, etc. In addition, there are fields which store data that the software system updates...

Apply a “LESS IS MORE” sales strategy with GoldMine.

Here is how to increase sales by doing small targeted marketing broadcasts and less phone calls. I realize the heading of this article is counter-intuitive. But I can assure you it will make sense after you read the rest. As a general rule with marketing you aim to reach a...

New Year’s Wish

With gratitude we wish you, your business and your family health, happiness and prosperity in this upcoming year. May God bless us all!

TAKE ME OFF YOUR LIST!

These are words we WANT to hear if what our business offers is not at all relevant to a recipient. By the same token, they are disappointing to hear when our business offers something that IS relevant to the recipient. As marketers our job it to see to it that...

Thinking about Thanksgiving . . . A.K.A. “TURKEY DAY”

"The first Thanksgiving" by Ferris I want to personally thank everyone and every business that my firm, First Direct Corporation has had the privilege of a business relationship with! Bob Ritter, President. THINKING ABOUT THANKSGIVING . . . A.K.A. "TURKEY DAY."In a couple of days there will be millions of...

First Direct Corp is a RingCentral Authorized Partner

WORK TOGETHER. FROM ANYWHERE.™ First Direct is now a RingCentral Authorized dealer. We have also deployed RingCentral inhouse. One of the greatest business trends in the world today is mobility and being able to work remotely. The trends in communication and CRM could not be more closely correlated. As a...

INTELLICLICK AND GOLDMINE RAISING THE BAR

Engaging Customers & Prospects During Challenging Times Intelliclick and First Direct Corp hosted a web presentation on Oct. 7th about the advanced features that Intelliclick offers for promoting and managing events.  That presentation was recorded. Companies are doing everything they can to adhere to social distancing and finding ways to...

GOT TO LAUGH TO STAY SANE

Try to relate . . . We are doing an upgrade for one of First Direct's customers.  She asked Mary, her assigned GoldMine engineer, about any changes to the password security this time because she has "PTSD from the last upgrade."  She was inundated with password requests back then -...

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