Do you have a good friend in life when you were young, perhaps in school, who you are not friends with today? We all do. There’s a very good chance the chemistry would still be there if you happened to run into one another again. So, why is that friendship...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
Five CRM User Best Practices – that will make or break your success.
Five CRM User Best Practices It is one thing to know how to use your CRM, and it’s another to follow best practices. All the training in the world won’t mean much if you’re not applying these best practices. I have been teaching people to use GoldMine CRM for nearly...
How to Create a Call Campaign in GoldMine
There are many benefits to be derived from using the phones: Increased interaction with prospects/customers Reactivate former or inactive prospects/accounts Ensure leads and prospects don’t fall through the cracks Improved data quality and the benefits that it provides Lower the cost of direct sales Calling campaigns can achieve many objectives:...
Why Pay for Cloud When GoldMine Web is Included with GoldMine Premium CRM?
There's a lot of confusion about the terms: cloud, web-based, mobile access, and software as a service (SaaS). Some people think that in order to access their CRM software via their smart-phone or tablet that they need their CRM software to be "in the cloud" and that in order to...
GOLDMINE PREMIUM 2016.1 IS RELEASED – 5/20/16!
Heat Software has officially released an update to GoldMine Premium. The new build numbers are as follows: GoldMine Premium - 2016.1.0.147 GoldMine Connect (for Web) - 2016.1.0.273 ATTN First Direct Customers: First Direct Corporation applied the update this morning. Before our customers deploy this latest build we encourage our customers...
GoldMine Synchronization – Avoid the Pitfalls
The ability of GoldMine to synchronize data with remote users is a powerful and unique feature, but one that requires diligence to be successful. Far too often users take synchronization lightly and then are surprised when things don’t go well. One of the most important aspects of synchronization is performing...
GoldMine Toolbar Tips
Most desktop software applications have a toolbar, below the pull-down menu categories, that features buttons (icons) which are nothing more than shortcuts to features in the application. It’s true with GoldMine. GoldMine allows users to modify their toolbar in order to add/remove from a list of standard toolbar choices, as...
GoldMine's Special March Madness Promotional Discounts are here!
The GoldMine manufacturer has pulled out all the stops and is offering discounts for everything GoldMine! There is something for everyone: - New User Bundle Discounts - Upgrading (from an older edition of GoldMine) - Adding licenses (to an existing GoldMine Premium System) - Reinstating expired maintenance - For the first-time-ever GoldMine...
How to Improve Your Undocked GoldMine Synchronization Speeds
One of our technicians recently did some tests with an undocked GoldMine install on a laptop to see how much of difference there was in performance between running the laptop from battery vs plugged in. Since GoldMine sync is something you can watch and see how long it takes our...
Tap Into the Fortune Teller … In You
Invest Time to Save Time, and Make Money! What if you could predict the future? If you could anticipate what people will do, would you leverage that knowledge for success? You can and here’s how! The other day I was in my first working meeting with a new client. I...