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...

GoldMine 2020.1 Hotfix 2 Released

What's Changed in GoldMine Version 2020.1 HotFix 2 GoldMine Plus for Microsoft Office was upgraded to Microsoft .NET Framework 4 Starting with this version, the ability to create, edit, rename and delete Web Import profiles has been removed. What's Fixed in GoldMine Version 2020.1 HotFix 2 Modifying or Repairing GoldMine...

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!

Get your GoldMine database ready for 2021

With 2020 happily coming to a close, there are a few things I recommend that GoldMine users and administrators do to maintain the quality of their organization's GoldMine CRM database, to ensure GoldMine is running and performing at its best into the new year.  Mary Ritter Join me, Mary Ritter, for a complementary* webinar...

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...

GoldMine 2020.1 Hotfix 1 Released

What’s New in GoldMine 2020.1 HotFix 1 OAuth2 authentication for email accounts The changes apply to Office365 Personal accounts (new or existing accounts) The setting in Options | Email| Accounts needs to be set to OAUTH2 for each account sending or retrieving emails from GoldMine While attempting to make the...

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