We are excited to share that First Direct Corp. has once again earned a spot among the Top Ten QuoteWerks Worldwide Partners for 2024! This incredible recognition marks over 20 years of consistent achievement, and we couldn’t be more proud to maintain this prestigious status. Being part of this select...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
First Direct’s Journey From Goldmine to Zoho CRM
For over 30 years, our business has proudly represented GoldMine CRM. About seven years ago, we realized the need to offer our clients a cloud-based, subscription-based CRM solution in addition to GoldMine. After careful evaluation, we decided to become a Zoho Authorized Partner, not just for its impressive product line...
QuoteWerks Version 24 Build 3 is Here!
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; it represents a significant leap forward in enhancing your sales...
GO-Global Version 6.3.1.3375 Released!
The latest GO-Global Version 6.3.1.3375 is packed with new features and enhancements designed to improve usability, performance, and manageability. Let’s check out what’s new! New Features 1. Mix Windows Support One of the standout features in this release is Mix Windows Support. This enhancement allows users to interleave windows of...
Celebrating Excellence: First Direct Corp. Honored with Top Partner Award for 2023
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 Worldwide Solutions Partners and earning the esteemed title of Top...
How to Export GoldMine CRM Data
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 initiate the CSV data export, navigate to the 'File' main...
GoldMine CRM New Year Resolution – Using CRM to Achieve Business Objectives
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 simple terms an "objective" is something we plan to achieve. ...
First Direct Offers Multiple CRM Choices
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 CRM for firms that are not already using GoldMine. Here...
Chickens, Goats and CRM
With Labor Day behind us, the end of Summer, Sat. Sept. 23rd, is around the corner. I hope your year is shaping up nicely. This year I decided to raise chickens and goats. I built coops, barns, shelters, fencing. I studied and learned what I could to prepare myself. Finally,...
Quoting – One of the Best Reasons for Using QuoteWerks and Integration with QuickBooks
If you've been using your accounting software like Quickbooks to create quotes or estimates, you're likely familiar with the challenges that arise from this approach. Accounting software often requires pre-existing part numbers along with descriptions, costs, and other details for quoting. Granting salespeople access to add part numbers to accounting...