With Labor Day behind us, the end of Summer, Sat. Sept. 23rd, is around the corner. I hope your year is shaping up nicely. This year I decided to raise chickens and goats. I built coops, barns, shelters, fencing. I studied and learned what I could to prepare myself. Finally,...
Category: Manage Smarter
Quoting – One of the Best Reasons for Using QuoteWerks and Integration with QuickBooks
If you've been using your accounting software like Quickbooks to create quotes or estimates, you're likely familiar with the challenges that arise from this approach. Accounting software often requires pre-existing part numbers along with descriptions, costs, and other details for quoting. Granting salespeople access to add part numbers to accounting...
First To Admit About GoldMine
First Direct offers two CRM solutions: GoldMine CRM and Zoho CRM. Throughout my workday, I actively use both products side-by-side. It is important to acknowledge that GoldMine is not the most modern technology. Its design may not be the most "dated" one. Over the years, I believe that Ivanti should...
Reasons to Read and Write a Blog
Reasons to READ our Blog. Reasons to WRITE your own blog. Reason to Read Blogs For most businesses, blogs are one of the most effective ways to build brand awareness, nurture relationships with customers, and create value. At First Direct Corporation, we know the power of blogging and the power of...
Scheduling the Emailing of GoldMine Reports
In this video demonstration, I demonstrate scheduling the emailing of a GoldMine Daily Real-Time Completed Activities Report using a self-hosted RESTful API for GoldMine and a custom PHP script. If you have a need/interest in viewing GoldMine reports in a web browser or having GoldMine reports emailed to you or...
It’s Beginning to Look a Lot Like . . .
December is a month for many important things - holidays, taxes, charity, family, travel, etc. It is also a time when many people do a review of their old goals and set new goals. Here's some thoughts to consider with regard to your CRM system: Improve system speed - database...
THIS IS SCARY IN BUSINESS!
It’s 10/31 – Halloween. So I figured I’d add a brief post about some things that are “scary” in business. BOO . . . Overlooked prospects and neglected customers Inability to easily put together a marketing or sales list Losing touch Failure to assign and qualify leads Not having a...
QuoteWerks Wins 3 Big Awards
QuoteWerks earn top rated consumer award. * QuoteWerks has earned the Top Rated Award for CPQ Software, Proposal Software, and Quote To Cash Software from TrustRadius. TrustRadius Top Rated B2B Awards are based on entirely on customer feedback. QuoteWerks is the #1 Award winning software for creating quotes and proposal....
GoldMine Email Attachments and Document Management Best Practices
The following video will present to you some recommended best practices for handling and managing your GoldMine e-mail attachments and other important e-mail documents like quotes and proposals, PDFs, Word Docs, etc. Many customers complain that their GoldMine is slow and sluggish and often times this is due to a...
How to merge GoldMine contact information into MS Word without using the GoldMine Link for Word.
Some GoldMine customers who have choosen to install a 64bit version of MS Office have discovered that their GoldMine Link for Word has stopped working. This is because IVANTI, the manufacturer of GoldMine has not released a version of the GoldMine Link for Word that works on 64 bit versions...