Version 5.7 Build 1.05 Summary Learn more about QuoteWerks 29 New features, 27 Fixes, and 7 Miscellaneous features New Features - Build 1 1. SugarCRM version 11.2 is now supported! [Service Release: 1.03] 2. GoldMine 2021.2 is now supported! [Service Release: 1.03] 3. QuickBooks Desktop USA version 2022 is now supported! [Service Release:...
Category: Sell More
Web Form Automation and Integration with GoldMine CRM
This video presentation will demonstrate the integration and automation of the web form submission process between JotForm.com and GoldMine CRM, using a self-hosted RESTful API (web service) for GoldMine CRM. To view the video presentation online, please click here. https://vimeo.com/632983901 If you are interested in integrating your webforms or website...
Email Marketing Integration/Automation between SendInBlue and GoldMine
Watch the video presentation online https://vimeo.com/631073063 Related Articles/Resources: https://www.goldminesuccess.com/goldmine-restful-api/ https://www.goldminesuccess.com/2019/11/18/what-can-you-do-with-a-goldmine-restful-api/ https://www.goldminesuccess.com/2020/04/02/goldmine-restful-api-webinar-recording/
When Is It Time to Give Up on a Lead or Prospect?
How many follow-up attempts is enough for a sales lead? How long should one keep trying to make a sale before giving up? What's the criteria or rule of thumb for following up with leads and prospects? Each business has to formulate it's own business process and rules. And there...
Apply a “LESS IS MORE” sales strategy with GoldMine.
Here is how to increase sales by doing small targeted marketing broadcasts and less phone calls. I realize the heading of this article is counter-intuitive. But I can assure you it will make sense after you read the rest. As a general rule with marketing you aim to reach a...
TAKE ME OFF YOUR LIST!
These are words we WANT to hear if what our business offers is not at all relevant to a recipient. By the same token, they are disappointing to hear when our business offers something that IS relevant to the recipient. As marketers our job it to see to it that...
Thinking about Thanksgiving . . . A.K.A. “TURKEY DAY”
"The first Thanksgiving" by Ferris I want to personally thank everyone and every business that my firm, First Direct Corporation has had the privilege of a business relationship with! Bob Ritter, President. THINKING ABOUT THANKSGIVING . . . A.K.A. "TURKEY DAY."In a couple of days there will be millions of...
First Direct Corp is a RingCentral Authorized Partner
WORK TOGETHER. FROM ANYWHERE.™ First Direct is now a RingCentral Authorized dealer. We have also deployed RingCentral inhouse. One of the greatest business trends in the world today is mobility and being able to work remotely. The trends in communication and CRM could not be more closely correlated. As a...
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...
7 reasons to stay in touch with your prospects and customers
Staying in touch with prospects and customers is about as important as anything your organization can do. Staying in touch has great significance. 7 Reasons to Stay In-touch: Repetition offers you multiple opportunities to be in the 'right place at the right time' for when your prospect or customer needs...