If you’re sending mass emails, more than 5,000 emails, Google and Yahoo have new rules that you must follow, or your email campaigns won’t reach your recipients email inboxes anymore. Here are the new email requirements at a glance: Your
In this video presentation, I go over the do’s and don’ts of using ChatGPT (Artificial Intelligence) to generate email marketing campaigns for use with GoldMine CRM. Many GoldMine users have started using ChatGPT to create their email marketing content but
2024 is upon us and GoldMine CRM may be just what your organization needs for a more successful 2024. You know the routine — in our personal life we call them “New Year’s Resolutions.” In business they’re called “Objectives.” In
In case you didn’t know, First Direct Corp. offers two CRM solutions. Obviously one of them is GoldMine. The other that you may not be aware of is Zoho CRM. Here is why we believe Zoho CRM is a better
Aspire Technologies, Inc., the manufacturer of QuoteWerks Sales Quoting and Proposal Software, proudly unveils the distinguished recipients of the 2023 QuoteWerks Partner and MVP Awards. Among these outstanding achievers stands First Direct Corporation, recognized as one of the Top 10
2024 is upon us and GoldMine CRM may be just what your organization needs for a more successful 2024. You know the routine — in our personal life we call them “New Year’s Resolutions.” In business they’re called “Objectives.” In
QuoteWerks Version 25 Build 1 is here with new features like HaloPSA Integration, Clover Credit Card Gateway, QuoteValet DKIM, and Google Maps integration. This update also includes support for SugarCRM 14.2, and exciting updates for Autotask, Act! for Web, HubSpot CRM,
In the ever-evolving world of sales and quoting, staying ahead means embracing innovation. QuoteWerks, the trusted quoting and proposal solution, has once again delivered with its latest release: QuoteWerks Version 24 Build 3. This is not just another routine update;
GoldMine CRM offers various options for exporting and extracting data from your GoldMine Premium CRM system. In this blog, we have explained three methods to efficiently export your valuable data from GoldMine CRM software. A. Export in CSV Format To
In this video demonstration, I show you step-by-step how to easily integrate GoldMine with just about any web application using Zapier.com. This demonstration will show you how to use a PHP Script to execute a SQL Query to export/send data
In this video demonstration I show you several options for exporting data out of GoldMine CRM. I start by showing you basic options (but limited), to more advanced options for exporting just about any data stored anywhere in the database
In this video demonstration, I present the GoldMine SQL Queries window and the benefit/power of using the SQL Queries tool to display reports, export data and analyze your GoldMine database. If you have GoldMine Premium Edition with a SQL Server
In case you didn’t know, First Direct Corp. offers two CRM solutions. Obviously one of them is GoldMine. The other that you may not be aware of is Zoho CRM. Here is why we believe Zoho CRM is a better
In this video demonstration, I show you step-by-step how to easily integrate GoldMine with just about any web application using Zapier.com. This demonstration will show you how to use a PHP Script to execute a SQL Query to export/send data
Bob Ritter’s GoldMine training shows users how to apply it’s CRM features in ways that will enable sales people to build credibility and trust and sell more effectively.
I wanted to share with you that I have found you and your support team to be very knowledgeable and willing to help. The follow-up and professionalism of your team is also much appreciated. It’s been a real pleasure and I’m looking forward to a long relationship with First Direct.
It was great working with First Direct. Your staff understood our needs, quickly resolved our issues and upgraded our system all in efficient time.
You guys are good at what you do. We appreciate First Direct servicing our account!
I really enjoyed this morning’s live “looking ahead” session. It was impactful to watch you in Goldmine. Really opened my eyes to a few things we can do differently.
