As a leading solutions partner (reseller) for the award-winning quoting application QuoteWerks, First Direct is thrilled for Jon Lewe IV and the entire QuoteWerks/Aspire Team for their greater write-up in MSP Mentor. Check out the article here. Please contact First Direct if you're interested in a demonstration of either QuoteWerks...
Year: 2012
GoldMine Premium Edition 9.2.1 Release Notes
GoldMine Premium Edition Version 9.2.1 - Release Notes Updated November 16, 2012 WHAT'S NEW IN GOLDMINE PREMIUM EDITION 9.2.1 GoldMine Premium Edition now supports Microsoft Windows 8 Pro and Enterprise editions. GoldMine Premium Edition now supports Microsoft Windows Server 2012. WHAT'S ENHANCED IN GOLDMINE PREMIUM EDITION 9.2.1 Data import is...
The Mystery of GoldMine Email Distribution Lists
Time to clear up the mystery about GoldMine's email distribution lists feature! I was on a call helping a GoldMine customer with Groups. In the midst of my call, which involved two individuals within the same firm, one of them raised the topic of GoldMine Email Distribution Lists. He was...
CRM in the Press … recommendations from experts
A recent report by national research firm provided insights on CRM for small and midsize businesses. This firm benchmarks best practices in technology-enabled business initiatives. Their findings provide actionable insights that allow companies to make smart business decisions and match their needs with vendor solutions. In this recently published...
Drop Down Lookup Basics
One strategic planning move that will go a long way toward standardizing your company’s valuable contact data is populating the lookup lists of fields and activities. It may take a little while to create the lists and set up the security on them but in the long run you’ll find...
GoldMine Security – A Must To Consider
GoldMine software stores one of your firm's most valuable assets - information on your prospects, customers and vendors, including your activity and communications with them. Protecting this information should be an important concern that is not overlooked. Risks to your data come from a few directions from accidental misuse on...
The Power of Repetition
Eight smart reasons to use repetition! We hear the word repetition used over and over again in marketing. Especially from anyone trying to sell us advertising! Maybe they’re just trying to sell us something, or maybe they know something. Here’s what I know about the power of repetition and what it can do...
Tapping the Fortune Teller In You!
What if you could predict the future? If you could anticipate what people will do, would you leverage that knowledge for success? You can and here’s how! As sales and marketing professionals we don’t need a fortune teller to tell us the future. With a little experience and common sense, we can anticipate it. The...
My ONE & ONLY POST ABOUT POLITICS!
Facebook and Twitter are great! But I urge people, who value their friendships and the feelings of others, to consider my thoughts below ... One can understand the joy an Obama victory brings to many (about half the nation) but one should also understand the disappointment that this also brings...
One Day at a Time …
You may be in the area impacted by the horrible hurricane "Sandy." I don't know if you were directly impacted but, if you were, I wanted to wish you well. My area suffered mostly from power outages and some flooding, but it is awful what has happened to so many...