Five CRM User Best Practices It is one thing to know how to use your CRM, and it’s another to follow best practices. All the training in the world won’t mean much if you’re not applying these best practices. I have been teaching people to use GoldMine CRM for nearly...
Category: Sell More
Convert your anonymous website visitors into sales opportunities
Did you realize that on average, only about 2% of your website visitors are identified? Well, that is unless you have a tool like Visual Visitor on your side. If you are interested in signing up for a Visual Visitor 14 Day Free Trial please contact First Direct Corp. and we can...
How to Create a Call Campaign in GoldMine
There are many benefits to be derived from using the phones: Increased interaction with prospects/customers Reactivate former or inactive prospects/accounts Ensure leads and prospects don’t fall through the cracks Improved data quality and the benefits that it provides Lower the cost of direct sales Calling campaigns can achieve many objectives:...
Get more leads from your website with anonymous website visitor identification!
Did you realize that on average, only about 2% of your website visitors are identified? Well, that is unless you have a tool like Visual Visitor on your side. If you are interested in signing up for a Visual Visitor 14 Day Free Trial please contact First Direct Corp. and we can...
QuoteWerks is the Gold Winner in the Quoting Solution Category in the 2015 ChannelPro Readers’ Choice Awards
For the third year in a row, QuoteWerks is the Gold Winner in the Quoting Solution Category in the 2015 ChannelPro Readers’ Choice Awards. Read the July 2015 issue of ChannelPro Magazine for the full list of winners. To learn more about QuoteWerks or to request a demo or free...
Tap Into the Fortune Teller … In You
Invest Time to Save Time, and Make Money! What if you could predict the future? If you could anticipate what people will do, would you leverage that knowledge for success? You can and here’s how! The other day I was in my first working meeting with a new client. I...
Technology and Sales – A Love-Hate Relationship
By now most sales executives accept the need for technology, even though many still love to hate it. Then there are those sales people, probably the majority, for whom technology is a love-hate relationship which swings back and forth, albeit onesided. But strange as it seems, I love my technology!...
How to Use Reporting to Grow and Manage Your Business
A two-part look at how organizations can use reporting of information in their customer relationship management (CRM) system to increase sales and manage more effectively. Part I - 5 Ways Reporting Can Increase Sales We all accept reporting as a means for management to evaluate business activity of one type...
First Direct Corp. Wins #2 QuoteWerks Partner in the World, #1 in the USA for 2015
Aspire Technologies, Inc., the manufacturer of QuoteWerks, has announced that First Direct Corp. has won the #2 Worldwide QuoteWerks Partner Award for 2015 , #1 QuoteWerks Partner in the USA. About QuoteWerks: QuoteWerks enables companies in every industry to create detailed quotes and proposals with speed and efficiency. If you want to save...
QuoteWerks Version 5.0 Builds 1 & 2 are now available!
QuoteWerks Version 5.0 Builds 1 & 2 introduced over 55 new features including: Opportunity Dashboard Auto-links Multiple Product Database Search Leasing Integration ConnectWise Sales Orders Dell Integration and much more. Check out all the recent updates and new features and also Watch the recorded Webinar Video