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...
Category: Featured
RingCentral integration with GoldMine CRM
Telephony integration with your CRM is a critical element of running your business. Many customers over the years have asked about the ability to integrate their phone system with GoldMine and in most cases it involved the purchase of a GoldMine Add-on. First Direct Corp. has been selling, supporting and...
Why You Should Start Using Website and Email Templates?
Having a user-friendly website and professional-looking email templates is always an advantage for any business. It is time-consuming to reinvent the wheel every time we create something new, whether you build a website or create an email template. This is why design templates have become so famous in the past...
Happy Holiday Season
What are GoldMine Webhooks?
A webhook is a URL endpoint or HTTP-based callback function (web script) that allows lightweight, event-driven communication between 2 applications via an application programming interface (API). Webhooks are used by a wide variety of web apps to receive small amounts of data from other apps. To set up a webhook,...
It’s Beginning to Look a Lot Like . . .
December is a month for many important things - holidays, taxes, charity, family, travel, etc. It is also a time when many people do a review of their old goals and set new goals. Here's some thoughts to consider with regard to your CRM system: Improve system speed - database...
GOLDMINE 2022.3, 2022.3.1 AND 2022.4 RELEASED!
GOLDMINE VERSION 2022.3 RELEASE NOTES WHAT’S NEW IN GOLDMINE VERSION 2022.3 GOLDMINE PREMIUM EDITION Linking messages encrypted with Office 365 Message Encryption and Microsoft Information Protection WHAT’S CHANGED IN GOLDMINE VERSION 2022.3 GOLDMINE PREMIUM EDITION Upgraded cURL library to 7.84.0 Replaced the embedded browser with Edge WebView2 in the Constant...
THIS IS SCARY IN BUSINESS!
It’s 10/31 – Halloween. So I figured I’d add a brief post about some things that are “scary” in business. BOO . . . Overlooked prospects and neglected customers Inability to easily put together a marketing or sales list Losing touch Failure to assign and qualify leads Not having a...
A Guide to Website Redesign and Redevelopment
Why Redesign Your Website? There are many reasons and factors that may go into the decision to redesign a website. Here are some of the most common reasons: Does your website look a little outdated? Is it difficult to make changes to your existing website? Are you frequently looking at...
QuoteWerks Wins 3 Big Awards
QuoteWerks earn top rated consumer award. * QuoteWerks has earned the Top Rated Award for CPQ Software, Proposal Software, and Quote To Cash Software from TrustRadius. TrustRadius Top Rated B2B Awards are based on entirely on customer feedback. QuoteWerks is the #1 Award winning software for creating quotes and proposal....