As a software category, CRM software is special. It is one of the few applications a business person uses that is explicitly for the purpose of managing relationships. And, not just "customer" relationships - also prospects, vendors, strategic alliances, and other types of relationships can all be stored in a...
Year: 2017
GoldMine 2018 General Overview Video
Don't see the video? Use the link below. GoldMine 2018.1 General Overview Video
In the Spirit of the Season
In today's fast and competitive world, there are many people who are bullied and feel like "Sparky." In the spirit of the season I offer you the following story. May the true story of "Sparky" offer hope, inspiration, and just a good feeling that is associated with the season. Merry Christmas...
First Direct Earns QuoteWerks Award
First Direct Corporation is proud to report that Aspire Technologies, makers of the award-winning quoting application, QuoteWerks, has announced that First Direct is the #1 Partner in the USA (#4 worldwide). Please contact (845) 221-3800 or click here if you'd like to see a private demonstration of QuoteWerks or discuss your...
Audacious Honesty as a Sales Strategy
au·da·cious /ôˈdāSHəs/ (adjective) - showing a willingness to take surprisingly bold risks. synonyms: bold, daring, fearless, intrepid, brave, courageous, valiant, heroic, plucky. hon·es·ty ˈänəstē/ (noun) - the quality of being honest. synonyms: integrity, uprightness, honorableness, honor, morality, morals, ethics, principles, high principles, righteousness, right-mindedness. Sales can be thought of as...
GoldMine 2018.1 Released
What’s New in GoldMine 2018.1 GoldMine Premium 2018.1.0.261 / GoldMine Connect 2018.1.0.184 Includes all functionalities added after GoldMine 2017.1 and any added in the 2017.1 Hot Fixes. GoldMine Web Web customization • New customization controls for the User > Settings > Contact Details area: • Hide/show/change order of sections: •...
The Formula for Success and Growth with Your CRM System
IS YOUR ORGANIZATION READY FOR THE NEW ECONOMY? This is a Simple Formula for Success and Growth with Your CRM System *U2 -> Total # CRM Users x Level of Usage Increasing the number of CRM users in your organization AND making greater use of your system, you achieve greater...
The Name Behind the Software: Who Owns GoldMine Software
Since First Direct started using and selling GoldMine software nearly 25 years ago, the program has changed ownership hands a few times. From the original entrepreneurs who started the firm, to the firm out of South Africa that acquired it first, Bendata, to the present owners. Along the way, the...
IMPORTING DATA INTO GOLDMINE FROM EXCEL USING A PIPE ( | ) AS THE FIELD DELIMITER CHARACTER
Many clients over the years have asked for instructions on how to import contact data into GoldMine and in fact there are many different ways to import data into GoldMine and what method/process you use is up to you. For those wanting to import data from an Excel document there...
QuoteWerks and ‘QuickBooks Online’ Integration
The QuickBooks Online Integration enables users to quickly, easily, and accurately send any QuoteWerks document to QuickBooks Online as an Estimate, Invoice, Sales Receipt, or Purchase Order. Once exported, QuoteWerks will: Create items that do not currently exist Create customers that do not currently exist Write all line items into...