There's a lot of confusion about the terms: cloud, web-based, mobile access, and software as a service (SaaS). Some people think that in order to access their CRM software via their smart-phone or tablet that they need their CRM software to be "in the cloud" and that in order to...
Year: 2016
Get more leads from your website with anonymous website visitor identification!
Did you realize that on average, only about 2% of your website visitors are identified? Well, that is unless you have a tool like Visual Visitor on your side. If you are interested in signing up for a Visual Visitor 14 Day Free Trial please contact First Direct Corp. and we can...
Looking For A Better Way To Manage Your Mailing List Subscriptions?
The new Subscription Management Module for IntelliClick allows you to use a web form to capture the mailing preferences of your email campaign recipients and keep this information automatically updated in GoldMine. Now you can send customized emails to your campaign recipients based on the content that they prefer to...
GOLDMINE PREMIUM 2016.1 IS RELEASED – 5/20/16!
Heat Software has officially released an update to GoldMine Premium. The new build numbers are as follows: GoldMine Premium - 2016.1.0.147 GoldMine Connect (for Web) - 2016.1.0.273 ATTN First Direct Customers: First Direct Corporation applied the update this morning. Before our customers deploy this latest build we encourage our customers...
GoldMine Synchronization – Avoid the Pitfalls
The ability of GoldMine to synchronize data with remote users is a powerful and unique feature, but one that requires diligence to be successful. Far too often users take synchronization lightly and then are surprised when things don’t go well. One of the most important aspects of synchronization is performing...
Email Address Validation for GoldMine Users
MailboxValidator is an easy to use email address validation service. Users have an option to validate a single email address or do a bulk validation of a list of email addresses. Using an email address verifier service like MailboxValidator can help lower your email marketing campaign costs. After you have...
IntelliClick Version 9.5.0 – IMPORTANT RELEASE
The latest IntelliClick 9.5.0 version has been released and it is confirmed compatible with the latest version of GoldMine. The next time you run the IntelliClick Wizard, you may be prompted with an option to update to the latest version. This version will update both the Wizard and IntelliSend modules....
Integrate Your GoldMine with Over 500+ Web Applications
There are over 500+ Web Applications that can be integrated with GoldMine using Zapier. Zapier lets you create integrations between the business web applications you use every day and First Direct Corp. can assist you with integrating those applications with GoldMine. Integration scenarios: Automatically create/update a contact record in GoldMine...
GoldMine Premium Edition 2015.2 Hotfix 4 Released
What's Fixed in GoldMine 2015.2 Hotfix 4 GoldMine Premium 2015.2.0.208 / GoldMine Connect 2015.2.0.366 Completed activities are completed against the current user not the user the activity was scheduled for Completing recurring appointments complete with current date and not the date scheduled while this works for single appointments Performance issue...
Automatically Scan Business Cards into GoldMine
Are you tired of manually entering your Business Cards into GoldMine CRM? If you are like me, the answer is yes! There has to be a better way? Turns out that yes, there is. Rather than muddle through the manual labor of typing in each card's contact info, let your...