We are excited to share that First Direct Corp. has once again earned a spot among the Top Ten QuoteWerks Worldwide Partners for 2024! This incredible recognition marks over 20 years of consistent achievement, and we couldn’t be more proud to maintain this prestigious status. Being part of this select...
Category: Featured
First Direct’s Journey From Goldmine to Zoho CRM
For over 30 years, our business has proudly represented GoldMine CRM. About seven years ago, we realized the need to offer our clients a cloud-based, subscription-based CRM solution in addition to GoldMine. After careful evaluation, we decided to become a Zoho Authorized Partner, not just for its impressive product line...
GO-Global Version 6.3.1.3375 Released!
The latest GO-Global Version 6.3.1.3375 is packed with new features and enhancements designed to improve usability, performance, and manageability. Let’s check out what’s new! New Features 1. Mix Windows Support One of the standout features in this release is Mix Windows Support. This enhancement allows users to interleave windows of...
Celebrating Excellence: First Direct Corp. Honored with Top Partner Award for 2023
Aspire Technologies, Inc., the manufacturer of QuoteWerks Sales Quoting and Proposal Software, proudly unveils the distinguished recipients of the 2023 QuoteWerks Partner and MVP Awards. Among these outstanding achievers stands First Direct Corporation, recognized as one of the Top 10 Worldwide Solutions Partners and earning the esteemed title of Top...
How to Export GoldMine CRM Data
GoldMine CRM offers various options for exporting and extracting data from your GoldMine Premium CRM system. In this blog, we have explained three methods to efficiently export your valuable data from GoldMine CRM software. A. Export in CSV Format To initiate the CSV data export, navigate to the 'File' main...
GoldMine CRM New Year Resolution – Using CRM to Achieve Business Objectives
2024 is upon us and GoldMine CRM may be just what your organization needs for a more successful 2024. You know the routine -- in our personal life we call them "New Year's Resolutions." In business they're called "Objectives." In simple terms an "objective" is something we plan to achieve. ...
First Direct Offers Multiple CRM Choices
In case you didn't know, First Direct Corp. offers two CRM solutions. Obviously one of them is GoldMine. The other that you may not be aware of is Zoho CRM. Here is why we believe Zoho CRM is a better CRM for firms that are not already using GoldMine. Here...
GoldMine Version 2023.4 Released!
What's Changed in GoldMine Version 2023.4 GoldMine Premium 2023.4.0 / GoldMine Connect 2023.4.0 GoldMine Premium Edition Upgraded the Redemption library to 6.4 What’s Fixed in GoldMine Version 2023.4 GoldMine Premium 2023.4.0 / GoldMine Connect 2023.4.0 GoldMine Link for Microsoft Outlook: When a Sentemail contains the X500 address instead of the...
Harnessing the Power of Webhooks: Automating Business Processes for Success
In today's fast-paced digital landscape, businesses are constantly seeking innovative ways to streamline operations and improve efficiency. Automation has emerged as a game-changer, allowing companies to free up valuable human resources and reduce the risk of errors. One technology that has gained immense popularity for automating business processes is webhooks....
Creating Many PDF’s and Merging GoldMine Contact Information into the PDF’s
In this video demonstration, which is a continuation of a previous video post, I demonstrate the ability to create many PDF's for many GoldMine contact records and merge GoldMine contact information into those PDF's using a free PHP Library (package) and the PHP programming language. If your organization has a...