As I look ahead to the New Year, 2020, I am starting to think about topics that I can address on this GoldMine Success blog which GoldMine CRM users would like us to cover. Do you have any topics that you would like First Direct to cover on our blog? Here's a link to subscribe to the blog so that you will automatically...
Year: 2019
Rolling Up Your GoldMine CRM Data
Rolling Up Your GoldMine CRM Data Organizations handle a wide range of business matters relating to: Relationships (prospects, customers, vendors, etc.), Opportunities, Projects, Customer Service Issues, etc. One of the greatest challenges with staying organized is having the means of tracking those various interactions and related information. Examples: Calls, Appointments, Emails, Documents,...
How To Protect Yourself From Ransomware Attacks
Ransomware has been making the headlines recently, after cyber criminals successfully hijacked hundreds of thousands of computers worldwide. Ransomware, which is often transmitted by email or via browser pop-ups, involves encrypting your data and threatening to destroy it if a ransom is not paid. The global cyber attack has affected hundreds...
GoldMine 2019.1 is now available
For GoldMine Premium Edition Please Note: Run the GoldMine Premium 2019.1 installer for a new installation or to upgrade from GoldMine Premium Edition 9.0.0 or newer. If you are upgrading from a version of GoldMine prior to 9.0.0, you must first upgrade to version 9.0.0 before upgrading to this version....
A Cloudy GoldMine Future
Is the Cloud in your future? The decision to purchase or upgrade GoldMine is a different decision than whether to move to the cloud. With the rest of the CRM industry fully invested in SaS (software as a service), GoldMine Premium CRM remains one of the very few CRM applications offering...
Special GoldMine Power-user Training
CRM IS A COMPETITIVE ADVANTAGE - the better you can use your CRM software that greater your advantage. What could you learn about using GoldMine to market and sell better if you could watch a GoldMine power-user with 25+ years experience working in their GoldMine software? You would see how...
New QuoteWerks Pricing/Licensing Model
Important News For All QuoteWerks Users and Prospective Users! The maker of QuoteWerks, the #1 Award-winning quote and proposal writing software, is making major changes to their pricing and licensing model that will take effect September 30, 2019. QuoteWerks is moving to an annual subscription based pricing plan, versus a one-time purchase with annual maintenance. Here...
The GoldMine CRM Dilemma – Upgrade or Switch
I've been selling GoldMine for over 25 years. When I first started selling GoldMine the most difficult objection I had to overcome was whether to use CRM in the first place. There was considerable resistance by salespeople and business owners who still viewed CRM as optional. Fast forward to today...
Using the Summer Slowdown to Speed Up your GoldMine CRM
In December 2018 I wrote a blog post about setting goals for making better use of your CRM system in the coming year. Here is the link to that article in which I identified four specific areas for targeted improvement. Consider my bullet list of suggestions in that article. During the hot summer months,...
GoldMine RESTful API
REST and HTTP(S) The internet works via HTTP(S). HTTP is a stateless protocol that has a standard set of methods. Your web browser (Google, Firefox, Internet Explorer, Opera, etc.) communicates with web servers by speaking in HTTP verbs like GET, POST, PUT, and DELETE and the web servers are configured...