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...
Author: Bob Ritter
President, First Direct Corp., (845) 221-3800, www.1stdirect.com, www.GoldMinesSuccess.com
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. ...
First Direct Corp Earns Another GoldMine Top Partner Award
First Direct Corporation is proud to earn the high GoldMine Premier Elite Partner status for another year. First Direct has represented GoldMine CRM software for ~25 years and earned more top awards for over more years than any GoldMine Partner. As President of First Direct Corporation, one of the factors that I...
Answering a Common Email Marketing Question
Given the popularity of email marketing today, you can probably appreciate why I hear the following question so often: How should I space out the emails in a campaign? Organizations planning a series or sequence of emails as part of campaign have a few options for deciding the basis for...
Thoughts and Wishes – for this and any season!
Underneath our sometimes frosty exteriors, each of us is an individual who is trying to keep from having a "meltdown." Life can be so challenging. I try to never lose sight of the human qualities of all our relationships. We each have families. Sometime serious health and financial issues come...
QuoteWerks – 2018 Top Partner Award
I am very pleased that First Direct Corp has earned the honor of being the 2018 Top QuoteWerks Partner in the USA and 3rd overall worldwide. First Direct has achieved this distinction many times over the years we have represented Aspire Technologies and their line of business applications. QuoteWerks QuoteValet...
One of the Best Goals for 2019
As we come to the end of 2018, many of us are planning for a better 2019. Hopefully I need not explain the power of setting goals and objectives! Therefore I'm going to get straight to the point. One of the best goals and objectives you can establish for the...