How many times have you said, "I can't believe it's (fill in the date) . . . where has the time gone?! With this sense of lost time often comes concerns about tasks we've been procrastinating on. The human tendency to procrastinate has profound effects on our lives. But I want...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
Take Ownership of your CRM Project
One of the greatest challenges my business faces as a GoldMine CRM software consultant is the lack of internal project ownership on the part of my clients. This creates an opportunity cost to both my business and my clients. Let me start with a brief explanation of the opportunity costs....
A Case for Rolling Over Activities
This week my 82 year old mother fell and couldn't get up. The ambulance arrived and we all assessed the situation. Fortunately, nothing was broken, but the incident triggered a number of things that needed to be handled in the life of my Mom, and as her care givers, the...
Getting Started Checklist for a New GoldMine User
When most organizations start with GoldMine they assign someone to be the System Administrator. This person generally tends to be someone with technical skills. Often times they have never used GoldMine because they're not in sales, marketing or customer service. They may never become a proficient user of GoldMine let...
Keep Two GoldMine Contact Records Open
Most GoldMine users are aware that they can have open multiple application windows (TABS). The TABS can be opened in the order of the user's preference. By default, the Record Tab (Company/Contact) is the first tab. I prefer to keep open the following other TABS: Search Center, Activity List, Calendar...
Server Side Calendar, Email and Contact Synchronization
Article Written by: Debbi Harvie of Riva We all live by our calendars, whether it’s a meeting with a client, a lunch with your administrator, or your child’s soccer match. Regardless of what the appointment is, you have an obligation to be there and there are often stringent consequences if you...
Resources for GoldMine Users
One of the ways First Direct Corp. seeks to assist organizations to make greater use of GoldMine Premium CRM is by providing FREE resources. One of the ways we fulfill our mission to help organizations market, sell and service better is to publish a blog for GoldMine users and administrators. Below are other sources...
Using “Grid Controls” in GoldMine Premium CRM to Organize Data
Organizations find that over time that their GoldMine CRM system tends to collect a substantial amount of data, especially if an organization has a multiple users and is doing a good job tracking activities and linking emails. GoldMine has a feature called "Grid Controls" which makes it easier for users...
We Will All Miss Susie
Our marketing & sales coordinator, who everyone knows as Susie, is "retiring" from First Direct today. Susie exemplified customer service. Her hard work and dedication were exceptional. Loved by customers, vendors and her fellow employees - we will all miss her. I look forward to introducing you to Karen, our newest...
Let Me Tell You a Story about Customer Engagement
I'd like to tell you a story about a recent business experience that I had with a customer which was mutually beneficial to the customer and me. I asked my customer for their permission to share it since I felt it could help others too. Our customer manufacturers industrial chillers. ...