In sales, if you don’t know your next step, you’ve already lost the sale. The test of a good salesperson is how well they follow-up. When it comes time to “take the order” the sale has been made. Follow-up is one of the key differentiators of top-notch sales professionals. In...
Category: Did You Know?
QuoteWerks 2017 Year in Review Webinar Recording
The QuoteWerks Year in Review webinar demonstrated some of the major new features released in QuoteWerks in 2017. The webinar was recorded so if you were not able to make it or would like to watch it again, you can view it at your own convenience using the link below....
6 HTML Email Editors To Easily Create HTML Emails
If you want to create or edit clean html emails, be sure to choose the correct web authoring tools. For example, it is NEVER a good idea to use word processors like MS Word to create/write an email. Emails created using MS Word may look good with your eyes but the...
IntelliClick’s HTML Email Editor Being Sunset in 2018
The current bundled HTML editor provided with IntelliClick will be discontinued by the end of 2018. In an effort to provide our customers with "best in class" email marketing tools, we have identified alternative HTML editors for your consideration. IntelliClick allows HTML code to be used from ANY editor of your choice....
7 Marketing Musts that Require Effective Use of CRM Software
The following 7 capabilities are NOT optional. They are "Marketing Musts" and to achieve them every business is better off with a CRM application. Maintain an accurate central list of all your prospects and customers. Track details on those relationships that are used for marketing, sales and analysis. Segment your...
Let Me Tell You a Story …
As a software category, CRM software is special. It is one of the few applications a business person uses that is explicitly for the purpose of managing relationships. And, not just "customer" relationships - also prospects, vendors, strategic alliances, and other types of relationships can all be stored in a...
GoldMine 2018 General Overview Video
Don't see the video? Use the link below. GoldMine 2018.1 General Overview Video
In the Spirit of the Season
In today's fast and competitive world, there are many people who are bullied and feel like "Sparky." In the spirit of the season I offer you the following story. May the true story of "Sparky" offer hope, inspiration, and just a good feeling that is associated with the season. Merry Christmas...
First Direct Earns QuoteWerks Award
First Direct Corporation is proud to report that Aspire Technologies, makers of the award-winning quoting application, QuoteWerks, has announced that First Direct is the #1 Partner in the USA (#4 worldwide). Please contact (845) 221-3800 or click here if you'd like to see a private demonstration of QuoteWerks or discuss your...
The Name Behind the Software: Who Owns GoldMine Software
Since First Direct started using and selling GoldMine software nearly 25 years ago, the program has changed ownership hands a few times. From the original entrepreneurs who started the firm, to the firm out of South Africa that acquired it first, Bendata, to the present owners. Along the way, the...