For those that don't know, Skype allows you to make free Video and Voice calls to anyone else on Skype and you pay for Calls to mobile phones and landlines worldwide at low rates. Many people are using Skype as their "phone system" at work and have asked about being...
Category: Sell More
Online GoldMine Training Classes
We (First Direct Corp.) have a list of GoldMine training events that we schedule every week, and repeat throughout the year. These are great, short and affordable ways to get up to speed with using your GoldMine more effectively. Classes are held online and usually are no more then 1...
Give Your Sales Quotes a Face Lift
Are you already using QuoteWerks to produce sales quotes for your business? QuoteWerks is the #1 quote writing software on the market. Did you know you can now use MS-Word templates for your quote layouts? You still input all of the info into your QuoteWerks quote and a PDF file...
IntelliClick Announces “OnClick” Tracking within Your Web Pages
DIG DEEPER WITH GOLDMINE IntelliClick now provides you with even more information about your web site visitor behavior. In addition to tracking the pages they browse, now you can track what specific links they view within your web site pages. This "Digital Body Language" input is another way to engage...
GoldMine 9.2.1 Hotfix 6 Released
Note: GoldMine Premium Edition 9.2.1 Hotfix 6 includes fixes from all prior 9.2.1 releases, including hotfix 1 through 5. Transfer set creation fails if there is a missing document several Event log entries when moving an recurring activity on the calendar with having multiple Users activated - The multi-part identifier...
Harlem Wizards – Trick-Hoops & Alley-Oops
On Friday, January 11, 2013, the Harlem Wizards, a client of First Direct Corp and users of GoldMine software, were in town to perform at the Beacon High School, in Beacon NY. Members of the First Direct Corp. staff and their families got together and attended the event. At the...
New Year’s Database Resolution
We make New Year's resolutions for all sorts of areas in our life and business that we want to improve, why not for your CRM database? After all, there is no tool in your business that is more critical for the success of your business than your prospect &...
The GoldMine Single User Dilemma
Hardly a week goes by at my First Direct office that I don't have an inquiry from single user of an older version of GoldMine who is faced with the dilemma of whether to drop GoldMine or upgrade to the new Premium Edition. Since I get this situation so often, I decided...
QuoteWerks In the News
As a leading solutions partner (reseller) for the award-winning quoting application QuoteWerks, First Direct is thrilled for Jon Lewe IV and the entire QuoteWerks/Aspire Team for their greater write-up in MSP Mentor. Check out the article here. Please contact First Direct if you're interested in a demonstration of either QuoteWerks...
The Mystery of GoldMine Email Distribution Lists
Time to clear up the mystery about GoldMine's email distribution lists feature! I was on a call helping a GoldMine customer with Groups. In the midst of my call, which involved two individuals within the same firm, one of them raised the topic of GoldMine Email Distribution Lists. He was...