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,...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
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...
First To Admit About GoldMine
First Direct offers two CRM solutions: GoldMine CRM and Zoho CRM. Throughout my workday, I actively use both products side-by-side. It is important to acknowledge that GoldMine is not the most modern technology. Its design may not be the most "dated" one. Over the years, I believe that Ivanti should...
Now is a Good Time to Review Your Backup
Now that warmer weather is arriving, in our neck of the woods anyway, many people are taking the opportunity to clean up their yards, their garages, their vehicles, and all the other tasks that need attending. The trees are budding and the flowers are beginning to display signs of life. ...
Reasons to Read and Write a Blog
Reasons to READ our Blog. Reasons to WRITE your own blog. Reason to Read Blogs For most businesses, blogs are one of the most effective ways to build brand awareness, nurture relationships with customers, and create value. At First Direct Corporation, we know the power of blogging and the power of...
Email Security Tip – 3 Simple Steps
In this post I will answer the following question: Is there a way to have a password protected folder in GoldMine? The answer is YES! And, here is how in 3 Simple Steps: Step 1) Go to your GoldMine Email Center and select the "Filed" (saved) folder that you want...
Why You Should Start Using Website and Email Templates?
Having a user-friendly website and professional-looking email templates is always an advantage for any business. It is time-consuming to reinvent the wheel every time we create something new, whether you build a website or create an email template. This is why design templates have become so famous in the past...
Happy Holiday Season
It’s Beginning to Look a Lot Like . . .
December is a month for many important things - holidays, taxes, charity, family, travel, etc. It is also a time when many people do a review of their old goals and set new goals. Here's some thoughts to consider with regard to your CRM system: Improve system speed - database...
THIS IS SCARY IN BUSINESS!
It’s 10/31 – Halloween. So I figured I’d add a brief post about some things that are “scary” in business. BOO . . . Overlooked prospects and neglected customers Inability to easily put together a marketing or sales list Losing touch Failure to assign and qualify leads Not having a...