In the Spirit of the Season

In today's fast and competitive world, there are many people who are bullied and feel like "Sparky." In the spirit of the season I offer you the following story. May the true story of "Sparky" offer hope, inspiration, and just a good feeling that is associated with the season.  Merry Christmas...

First Direct Earns QuoteWerks Award

First Direct Corporation is proud to report that Aspire Technologies, makers of the award-winning quoting application, QuoteWerks, has announced that First Direct is the #1 Partner in the USA (#4 worldwide).  Please contact (845) 221-3800 or click here if you'd like to see a private demonstration of QuoteWerks or discuss your...

Audacious Honesty as a Sales Strategy

au·da·cious /ôˈdāSHəs/ (adjective) - showing a willingness to take surprisingly bold risks. synonyms: bold, daring, fearless, intrepid, brave, courageous, valiant, heroic, plucky. hon·es·ty ˈänəstē/ (noun) - the quality of being honest. synonyms: integrity, uprightness, honorableness, honor, morality, morals, ethics, principles, high principles, righteousness, right-mindedness. Sales can be thought of as...

The Formula for Success and Growth with Your CRM System

IS YOUR ORGANIZATION READY FOR THE NEW ECONOMY? This is a Simple Formula for Success and Growth with Your CRM System *U2 -> Total # CRM Users x Level of Usage Increasing the number of CRM users in your organization AND making greater use of your system, you achieve greater...

The Name Behind the Software: Who Owns GoldMine Software

Since First Direct started using and selling GoldMine software nearly 25 years ago, the program has changed ownership hands a few times.  From the original entrepreneurs who started the firm, to the firm out of South Africa that acquired it first, Bendata, to the present owners.  Along the way, the...

ATTENTION QUOTEWERKS OWNERS

Announcement for QuoteWerks Owners The QuoteWerks Development Team is planning to release Version 5.3 in the next month or so. In preparation for the upcoming release, you may need to upgrade your SQL server or migrate your QuoteWerks database to a newer SQL server. If you do not know what...

Linking Outlook Email of a MAC User to GoldMine Records

Recently I had a customer who is using Outlook on a MAC and wanted a way to have their email copied/linked to respective records on their firm's GoldMine database.  The key distinction is the fact that they are a MAC user, not a PC user.  With Outlook on a PC...

The Better Way To Do Sales Quotes

Most sales quotes are emailed to prospects and customers.  Businesses use a variety of methods for preparing the quote itself - word processor, spreadsheet, accounting software, etc.  There is a better way, and it's called QuoteWerks. QuoteWerks is a the most decorated tool for generating professional sales quotes on the...

Thinking of our American Family

Across our great nation, and the world, images of the devastation caused by Hurricane Harvey and looming Hurricane Irma are drawing our attention.  I simply want to wish our business friends & families affected the prayers of myself and my co-workers from here in New York.  May God's speed and your...

Standard Operating Procedure for Kindness

Do you have a Standard Operating Procedure for Kindness in your office? My name is Marjorie, and I've been the Office Manager for First Direct Corp. for over 16 years. Recently, I’ve embarked into empty-nester (both my children are graduated from college and starting their own lives), so I started...

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