As the President of First Direct Corporation, I face similar challenges and demands that many of my customers do - one of the key being - How to drive new and repeat business? It's Monday morning, I've taken care of the urgent items on my list for today - my...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
7 Ways CRM Helps You Sell
At it's core, a CRM application is essentially a database for collecting and tracking various pieces of information, from contact info, to qualifying information, to activities and communications, to notes, etc. It's how you use it that determines the value that you and our organization derive from it. Of course,...
CRM Software is a Tactic NOT a Strategy
Without execution you Are swirling down the drain. It is not enough to have a vision. And, not enough to have a brilliant strategy. Without tactics and good execution a business is doomed. Successful businesses identify a market. They position themselves over their competition. And they prove themselves through their...
New Personnel at First Direct Corp.
Please welcome JoAnn Barnes, the newest member of the First Direct team. JoAnn Barnes joined us April 2018 and has been learning GoldMine, our business processes, and her role here servicing you, our prospects and customers. Now she is ready to assist you! JoAnn has over twenty-five years of Customer...
How To Increase Sales Productivity Up To 800% – Seriously!
Who wouldn't want to increase sale productivity from 10% to 800%? "What's the catch?" you ask. Read on to learn more. Right off the bat, don't waste your time even reading this article UNLESS you Need a more effective way to connect to "C-Level Decision Makers." Want to work from...
Sorting Custom Fields in a GoldMine Web View
GoldMine Web is used for accessing your GoldMine Premium system via a smartphone or tablet. GoldMine Web allows users to view and edit much of the data in you system via the browser on those devices. GoldMine Web features a default primary view, that presents many of the standard fields...
When Spending Money Costs You More Money
It never ceases to amaze me how many customers will spend their money and time in order to avoid using an expert. In other words, they will use someone or a firm that lacks the specific qualifications and experience for a task hand, rather than engaging and expert. Why is...
Merging Versus Deleting Duplicate GoldMine Records
One of the most common tasks I have as an administrator of our firm's GoldMine database, is dealing with duplicate records. And, one of the most common causes on those duplicate records is web forms which create new records in our system which are actually duplicates of existing records. The...
Process = Control = (Productivity + Quality) = ROI = HAPPINESS!!
For me and my business, peace-of-mind depends heavily on my processes. Our processes for sales, marketing, and customer service provide me the control I need to achieve the productivity I expect from my staff. Processes are how we ensure consistency and quality. In the grand scheme, processes are how I...
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...