THE HOLIDAYS BRING GOOD CHEER AND A GREAT DEAL ON QUOTEWERKS . . . Did you know that First Direct Corp sells the #1 Quoting software - QuoteWerks? Did you know we've been the leading Partner for QuoteWerks in the USA? Would you like to see how you can create more...
Year: 2018
Anti-Harassment & Discrimination Training
First Direct Corp just conducted an HR training program for all employees. The course is called "Anti-Harassment & Discrimination: The Respectful Workplace." The class was conducted by our Professional Employer Organization which is Ethan Allen HR Services and taught by Jane Sterling. This sort of training is required by all...
GoldMine Web User Settings
(Note: This article does not delve into the deployment of GoldMine Connect which is needed in order to use GoldMine Web.) GoldMine Web allows GoldMine Premium CRM users to access their firm's GoldMine database via a mobile or desktop Internet browser. The intended purpose of GoldMine Web is to allow...
The Key to Happiness is THANKSGIVING!
Grat·i·tude - the quality of being thankful; readiness to show appreciation for and to return kindness. Synonyms: gratefulness, thankfulness, appreciation, indebtedness. ----------------------------------- The little business that my wife Mary and I started over 25 years ago has only survived because of the support of our customers. I never forget that...
The Truth About Productivity
There are many ways to measure performance including but not limited to quality, results and volume. Each is important in its own right. High volume with poor results and poor quality is unacceptable; good quality with low results and low volume is also typically unacceptable. Generally speaking, an organization is...
Marketing and Sales Start with an Idea
As the President of First Direct Corporation, I face similar challenges and demands that many of my customers do - one of the key being - How to drive new and repeat business? It's Monday morning, I've taken care of the urgent items on my list for today - my...
GoldMine 2018.2 Hotfix 1 Released
What's changed in GoldMine 2018.2 HotFix 1 Increased the number of failed passwords tries from 3 to 5 before blocking an account. Due to this, all accounts that were blocked on previous versions become now unlocked and have 2 more tries available. Constant Contact integration is currently using TLS 1.2...
7 Ways CRM Helps You Sell
At it's core, a CRM application is essentially a database for collecting and tracking various pieces of information, from contact info, to qualifying information, to activities and communications, to notes, etc. It's how you use it that determines the value that you and our organization derive from it. Of course,...
CRM Software is a Tactic NOT a Strategy
Without execution you Are swirling down the drain. It is not enough to have a vision. And, not enough to have a brilliant strategy. Without tactics and good execution a business is doomed. Successful businesses identify a market. They position themselves over their competition. And they prove themselves through their...
New Personnel at First Direct Corp.
Please welcome JoAnn Barnes, the newest member of the First Direct team. JoAnn Barnes joined us April 2018 and has been learning GoldMine, our business processes, and her role here servicing you, our prospects and customers. Now she is ready to assist you! JoAnn has over twenty-five years of Customer...