When I consult with my clients on email marketing and email deliverability best practices, one question that comes up often is: "Why do we need to pay to use something like Mailchimp or Constant Contact? We can send our newsletter using Outlook or GoldMine, right?" My answer: Wrong. Don't do...
Year: 2018
QBGOLD – GOLDMINE INTEGRATION WITH QUICKBOOKS
QbGold allows you to see your QuickBooks transactions like Estimates, Sales Orders and Invoices for Customers and Purchase Orders for Vendors in GoldMine. Syncing can be set manually or automatically. Introduction to qbGold qbGold provides Goldmine Users with visibility of QuickBooks transactions like Purchase Orders for Vendors, Quotes, Sales Orders...
Being in the Right Place at the Right Time
Earlier in the year I was asked to write a guest column for a publication by the trade organization PSDA. In their magazine "PS" they published 6 articles by me over 3 months . One of those articles was titled "Staying in Touch and the Power of Repetition." Here is a...
Wishes to All for a Happy Easter and Sweet Passover
This Friday and Saturday evening some of us will tell the story of Exodus, in the Jewish tradition of Passover. Starting with Palm Sunday last week, through this Good Friday, and into Sunday, Christians will celebrate Easter. My wife and I are an interfaith couple, so we get the best...
If We Want to Keep CRM Simple … And Let’s!
People have a tendency of over complicating what they need to do to make CRM work for them. By the same token, there is enough complication in doing even what is simple that frankly it is best to start with the basics. So what are the basics? They're right here...
A Good GoldMine Tradition
End-of-Quarter and the month of March is a winning combination for customers! GoldMine has a long history of offering special discounts in the month of March. In keeping with their tradition of "March Madness" promotional discounts, we have offers that make it more attractive to: Purchase GoldMine for the...
An Easier Way to Do Your Day
There seems to be some misconception that CRM software is going to make it more difficult or time-consuming to do the things one has to do during the day in sales or administration. That may be so for some, but not from my personal experience. CRM software, once configured and...
Using CRM for Inbound Marketing
First let me describe what I mean by "inbound marketing." Inbound marketing has the following attributes: Written for the consumer's needs and addresses their intentions in order to attract consumption. Interactive and provides the reader with options to pursue their interests. Is found by consumers during the regular use of...
Let’s Get Physical … and Personal
Dear Reader, In the spirit of Valentine's Day I recorded a little message to share with my personal friends. Since I care about my customers too, I figured I would share on my business blog. Here you go ... the "real me!" Yours truly, Bob Ritter President First Direct Corporation...
Print Is Dead … LONG LIVE PRINT
For all the talk and attention that the Internet, Mobile, and Social Media are getting, one might think "Print" is dead. Wrong. In fact, the facts might surprise you. Recently I came across an article on a blog of the firm, MindFire Inc. They produce innovative automation software, called MindFire...