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...
Category: Sell More
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...
GoldMine Filters, Groups and SQL Queries – Building Lists in GoldMine CRM
One of the most practical and common uses for a CRM database is to build a list. There are a variety of reasons for needing a list of your GoldMine CRM contacts/records. Groups can be "Activated" in order to create a subset of your overall GoldMine database. Below are the...
GoldMine RESTful API Webinar Recording
The following is a video recording (45 Mins) from a recent webinar presentation of a RESTful API that I developed for GoldMine. https://www.youtube.com/watch?v=12gunS4RMsE&t=36s If you have any questions or have any thoughts/ideas on an application you'd like to integrate with GoldMine please let me know.
What About Email Marketing Stats?
93% of B2B marketers use email to distribute content. (Source: Content Marketing Institute) What we know! We know that consumers check their email daily. According to Litmus.com 2018, over 50% and rising of all email is opened on Mobile devices.) We know that consumers prefer email communications over being called by...
A ONE Record Email Merge? YUP!
Most marketers are familiar with doing a broadcast email. Regardless of which email service a organization uses, the concept of doing a broadcast email is widespread knowledge. Many companies are personalizing their broadcast communications - let's call that an "email merge." By the same token, I doubt you have heard...
Rolling Up Your GoldMine CRM Data
Rolling Up Your GoldMine CRM Data Organizations handle a wide range of business matters relating to: Relationships (prospects, customers, vendors, etc.), Opportunities, Projects, Customer Service Issues, etc. One of the greatest challenges with staying organized is having the means of tracking those various interactions and related information. Examples: Calls, Appointments, Emails, Documents,...
Special GoldMine Power-user Training
CRM IS A COMPETITIVE ADVANTAGE - the better you can use your CRM software that greater your advantage. What could you learn about using GoldMine to market and sell better if you could watch a GoldMine power-user with 25+ years experience working in their GoldMine software? You would see how...
GoldMine RESTful API
REST and HTTP(S) The internet works via HTTP(S). HTTP is a stateless protocol that has a standard set of methods. Your web browser (Google, Firefox, Internet Explorer, Opera, etc.) communicates with web servers by speaking in HTTP verbs like GET, POST, PUT, and DELETE and the web servers are configured...