QuoteWerks earn top rated consumer award. * QuoteWerks has earned the Top Rated Award for CPQ Software, Proposal Software, and Quote To Cash Software from TrustRadius. TrustRadius Top Rated B2B Awards are based on entirely on customer feedback. QuoteWerks is the #1 Award winning software for creating quotes and proposal....
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
GoldMine Email Authentication
If you are currently using GoldMine’s email client you may have already or could soon find yourself not being able to retrieve emails if using the POP or IMAP protocols with Gmail or Microsoft accounts. The reason behind this is an industry trend toward using something called OAUTH2 and an...
Do or Die CRM Best Practices
I have been a CRM consultant and practitioner for over 30 years. We support both GoldMine Premium CRM and Zoho CRM along with various add-on applications. Whether you're a GoldMine administrator, VP of Sales & Marketing or the business owner, the importance of CRM best practices can not be overstated....
Listen Carefully
According to the University of Missouri, 45% of communication is listening, and yet the average person remembers only half to a quarter of the information they hear. Whether you’re in a classroom, a business setting, or a relationship, failing to hear 75% what’s said to you is a recipe for...
Clever Ways to Query your GoldMine Database
What can you ask your GoldMine CRM? At it's core, GoldMine is a relational Microsoft SQL database. It contains many database tables with fields used for storing information about your GoldMine contacts and other related information. Some of the tables are: History - completed activities such as calls, appointments, actions,...
Wishes to All for a Happy Easter
This Friday and Saturday evening some of us will tell the story of the Exodus, in the Jewish tradition of Passover. Starting with Palm Sunday last week, through this Good Friday, and into Sunday, Christians will celebrate Easter. My wife and I are an interfaith couple, so we get the...
QuoteWerks Price Change Coming
Aspire Technology announced new price changes to QuoteWerks. The last significant price increase was in 2016 - over 5 years ago. New prices will go into effect on May 1st, 2022. Below is an overview of the price changes expressed in list price. The price increase also means that the UMP...
Who Do You Love?
A Valentine's Day Thought about Using CRM . . . Do you remember the old song "Who Do You Love?" written by rock & roll pioneer Bo Diddley. He recorded in 1956, it is one of his most popular and enduring works. The song represents Diddley's lyrical combination of hoodoo-type imagery...
Long Time ACT! Users Migrating to GoldMine CRM
When I first started selling GoldMine "Contact Manager," thirty-plus years ago, my main competitors were ACT! and Maximizer. Over the last 10 years those products have lost a great deal of market share. Surprisingly, there are still a lot of CRM users on those products, many with very old editions....
The Best of the Best for Success in 2022
The beginning of a new year is a time when many of us start to do some thinking about how to make the coming year more successful. Now a days, "thinking" often means doing some "googling." I googled for ideas for "business success" using a variety of search phrases. As...