Engaging Customers & Prospects During Challenging Times Intelliclick and First Direct Corp hosted a web presentation on Oct. 7th about the advanced features that Intelliclick offers for promoting and managing events. That presentation was recorded. Companies are doing everything they can to adhere to social distancing and finding ways to...
Category: Featured
What to look for in a good email marketing tool
Is email marketing a priority for your business ? Are you looking for the best email marketing software? Choosing the right email marketing service can have a significant impact on the success of your marketing campaigns. There are a lot of email marketing services available today and its important to...
GOT TO LAUGH TO STAY SANE
Try to relate . . . We are doing an upgrade for one of First Direct's customers. She asked Mary, her assigned GoldMine engineer, about any changes to the password security this time because she has "PTSD from the last upgrade." She was inundated with password requests back then -...
What’s Your Organization’s Backup Strategy?
Is your organization prepared for a disaster? A solid backup strategy is one of the key elements of being prepared. Get started developing your organization's backup strategy with these tips and best practices. Regular backups are vital insurance against a data-loss catastrophe. In this article, we'll offer some best practices...
THE MOST IMPORTANT THING I DID ALL WEEK
With today being 9/11 I wanted to post something of a more inspiring nature. Since there is so much already being said about this subject, I figured I would come at it from a different angle. It's Friday morning and I have 17 more tasks (calls, actions and appointments) plus...
Blogging versus Broadcasting
Thank you for subscribing to my blog! If you haven't already subscribed, I hope you will choose to subscribe after you read this post. I also hope your company will consider being a more active blogger. In this article I will speak to the advantages of blogging over broadcast email. ...
GoldMine Premium 2020.1 Now Available
GoldMine Premium Edition 2020.1 has been released. If your GoldMine annual software maintenance is current, then your firm is entitled to this upgraded. (If your GoldMine software maintenance has expired, First Direct can assist you with your renewal or reinstatement.) IMPORTANT: You must request a new GoldMine license before upgrading to...
A better way to write and deliver sales quotes
If your business writes quotes and proposals in a Word Processor or Spreadsheet and then delivers them via an email, please consider an alternative. First Direct orders a tool for writing quotes that can be delivered via a web portal. Consider the reasons and benefits of doing quotes the following...
THE BIG PICTURE – The Case for 3 Monitors
Here you have a look at my "desktop." I recently went from two widescreen (landscape) monitors to three. I am not "looking back." Monitors cost about $150.00 each. I also purchased a monitor stand that allows me to mount all three together. Here's a pictures of what they look like...
What You Can Do with Additional Contacts in GoldMine
GoldMine Premium CRM is one of the few CRM applications which allows users to store "additional contact" information within a GoldMine Contact Record. So while there is a always a "Primary Contact" in the "Primary View" (top half) of a GoldMine Record, there is also a Tab for other Contacts...