As popular as CRM software is there's still a large portion of firms that rely on spreadsheets and email for the functions of a CRM application. After all, why pay for CRM when you already own those products. Since spreadsheets and email have been around so long, many people and...
Month: May 2019
Causing Your GoldMine Database to Slow Down
GoldMine CRM has been used by some firms for 10, 15 and even 25 years! First Direct Corporation is one of the few Solution Partners that have been active since GoldMine was run on a DOS operating system. We did hundreds of upgrades to the first "Windows" edition of GoldMine...
The Human Trait that Hurts Most Businesses
How many times have you said, "I can't believe it's (fill in the date) . . . where has the time gone?! With this sense of lost time often comes concerns about tasks we've been procrastinating on. The human tendency to procrastinate has profound effects on our lives. But I want...
Take Ownership of your CRM Project
One of the greatest challenges my business faces as a GoldMine CRM software consultant is the lack of internal project ownership on the part of my clients. This creates an opportunity cost to both my business and my clients. Let me start with a brief explanation of the opportunity costs....
A Case for Rolling Over Activities
This week my 82 year old mother fell and couldn't get up. The ambulance arrived and we all assessed the situation. Fortunately, nothing was broken, but the incident triggered a number of things that needed to be handled in the life of my Mom, and as her care givers, the...