"I am very pleased with how First Direct handled my GoldMine Premium upgrade. Your assigned engineer, Jay, was very patient and informative, in spite of the challenge of upgrading from a very old version. I especially appreciate that your office checked back to make sure everything was working and that I was doing OK. "
"We are excited about the possibilities GM has shown us ... great information yesterday!"
Peter Cohen Associates, LLC
"We are still pleased as punch with our Goldmine installation - in particular the product support that First Direct provides is a key factor in our ongoing satisfaction. ... keep up the great work."
VP Sales & Marketing
GTI Graphic Technology
"On behalf of all in attendance yesterday, I want to thank you for a very informative and well-presented, clear instruction of the use of GM. Look forward to our next training session."
York Industries, Inc.
Your service was beyond expectations. Great, pleasure to work with! I wish you were my first stop.
"... I also, wanted both of you to know that having your support for the past 3 years since Jose's departure has been invaluable to me. You both have been there to answer my questions and work thru various projects with me and since everyone was depending on me, I was able to lean on the both of you which gave me comfort. I hope your other clients value you as much as I do!"
"Working with First Direct is great. They take ownership, they care, and they
find solutions to seemingly unsolvable problems."
Harlem Wizards Entertainment Basketball, Inc.
"Your company is very service oriented ... thank you for all your support. You
guys are best ! "
IT Consultant for Sporthings & More
“The service and guidance we have received from First Direct has been extraordinary. We are very pleased with the progress that has been made as a result.”
Tevis Energy, Inc.
"I really got my money's worth from your Crystal Training Class for GoldMine! I converted my Excel report to a Crystal Report and
now we have it on demand from GoldMine. This is saving me time and pleases my users!"
Keystone Financial Planning
Customers come back again & again.
Listen to this recent voicemail from a GoldMine customer since 2003!
"Excellent class. Everyone here is psyched. Great job!"
Dir. of Sales & Service
Gaylord Brothers, Inc.
"Thank you very much for all of the information that you provided in the
webinar on "Case Management" and "Automated processes". It has given me a lot of food for thought as to how we will implement these into our daily routine.
You were very helpful and clear in your instructions but I have no doubt we
will be in contact as we start to work with these. I will be looking into additional classes for other aspects of Goldmine in 2012."
Millennium Industrial Tire
"FreeFlow just re-launched its monthly newsletter program – after a multiple
year hiatus. We had to start completely from scratch with html, graphics, landing
pages, thank-you pages, etc. First Direct was of tremendous help in pulling
together the html and coordinating the first mailing, and unfortunately I was
unable to give him much lead-time so it was all accomplished in short
turnaround. Even with the template set up in Email Campaign Tracker now it is nice to
know that First Direct can lend the necessary support to round out future campaigns with
Our CEO is thrilled with the end-to-end program and especially with the metrics
and level of drill-down provided by Email Campaign Tracker.
It's great to have both technology and services wrapped up in one go-to vendor.
Your staff's responsiveness is a life-saver."
VP Client Delivery
"I wanted to take this opportunity to thank the entire 1st Direct staff for the excellent service you have provided to my organization. The report First Direct wrote for us streamlined an in-house process and truly improved the efficiency of this process. I look forward to utilizing First Direct services to improve upon efficiencies in other areas of our business. Your great!"
Regulatory Affairs/Compliance Coordinator
Danlee Medical Products, Inc.
Thank you for the follow up. We changed our email hosting company a few months back and it was an absolute disaster. We kept getting chilkat log errors on EVERY email we sent. After fighting with GoDaddy, Norton, and FrontRange for a few months, we decided to change companies again and everything has been fine since. Max and the rest of your staff (at First Direct Corp.) have been a huge help to us since day 1 and they were great during this chaos helping us prove it wasn’t a GoldMine issue. Everything else seems to be going ok….Thank you again!
"Thanks for the great presentation yesterday, we really got alot out of it and
was able to use some of the shortcuts today." Attended training for Webinar Filters, Groups and SQL Queries
High Tech Systems & Equipment Inc.
"I didn’t think it was possible, but managed to bring the whole disjointed mess to an excellent conclusion. Your firm's engineer was an excellent technician, very polite, patient, and extremely knowledgeable ... To be sure, if I have a problem again, I will contact your company first. "
Dennis J. Moraitis
"Thanks. I meant to let you know that the input you gave before the weekend
was right on. The time spent on pre-requisites and meeting the requirements
proved to be well spent. I was ready for the few server issues that popped
up, and the workstation installs went down like butter. This was really
their most "uneventful" upgrade ever, a word I like to use around here.
Thanks for your input."
I appreciate the follow up email, and I cannot tell you how pleased we are
with the work and customer service we have received from you and your team.
Libs Paving Company, Inc.
When I advise my clients on customer service I preach that it must be timely and unconditional. Everybody says their customer service is the best. We all know that it isn't true.
My first experience with your company SHOWED me that your team practices both timely and unconditional customer service. My problem was solved both quickly and in a cost efficient manner. I make all of my vendor/supplier/resource decisions on customer service before price. I know now I can turn to First Direct for all my GoldMine support.
"I really enjoyed the Case Management in Goldmine Webinar .... We are revising our Quality Control Process and have considered using Case Management in the process. After your webinar, we know that using Case Management in Goldmine is going to be cost effective, save time and allow all of our users to see the status of each QC issue. We are very excited to get started."
Director of Operations
“I enjoy your classes and look forward to taking more. I can see how this will help us in making for efficient calls!”
Test Equipment Distributors, LLC
"I look forward to more of your webinars. We really need to learn how to utilize the vast capacity of GoldMine, whick, heretofore, has gone untapped. I realize now that GoldMine is the resource that we need to help us bridge the gap between what we should be doing (marketing and customer contact) and what we are doing."
The Bond Agency
"Now I know what it's like to get great technical support. So, a huge thank you from all of us as we begin to get our Goldmine database set up again and running."
First Financial Resources
A recent student for a Sharpen Your GoldMine Knowledge Training Webinar (on Filters, Groups, and SQL Queries) had this to say:
"You did a great job. Thanks for offering these easy to join in sessions to increase my ability to use this awesome program.
Looking forward to my next sessions."
FDIS Costa Mesa
I want to let you know that you and your company have provided excellent
services to UV Doctor for a number of years now. We recently went through a
GoldMine upgrade to the newest version. This was a major upgrade for our
company. Your technician and the training that you provided my sales staff was
beyond my expectations. The installation was scheduled and handled well. The
training on the new system has already shown major improvements on the way Our relationships and data with our customers are handled and documented. At first my sales staff was reluctant to the new process that you trained them on and
now they have seen the benefits. Thank you and your staff again for the
services that you have brought to our company.
Michael Merillat, President
"First Direct Corp. and the GoldBox data utility for GoldMine go back to the earliest days, and even the origin, of GoldMine and GoldBox software. GoldBox is a very powerful utility for GoldMine software and no Solutions Partner can better help an organization to realize GoldBox's potential than First Direct. Their knowledge, experience, and skills with GoldBox and GoldMine is the perfect combination for any GoldMine administrator seeking to achieve simple to complex data tasks. I recommend First Direct Corp. highly!"
Creator of GoldBox
Redstone SoftBase Company
My hat's off to you, Bob! I took your advice and after the class on "Opportunity & Project Management" and built a simple Opportunity. Wow, this tool is great! Finally, I know how to gather all the facets of a project into one cohesive location. I had been inundated with sticky notes and notes on manilla pads. Now I have the tool that lets me visualize all my projects instead of having them in my head. I am holding the reigns, managing them. I feel like I am in control instead of always scrambling... Finally, I can see daylight again!
Tri-County Communications, Inc.
Your organization has consistently stood head and shoulders above other "service" organizations when it comes to sales assistance, training, service and support. When you add the word proactive, you are standing in a place pretty much by yourselves. It seems from where I am that you have anticipated the needs of the little guys like me in the back room trying to implement a solution that should work for us … Providing specialists in key areas of Goldmine, for instance, one would think would be a function of the company that owns the software, with sales organizations just pointing their customers to that support. I have personally appreciated, as I know our President has, the one-stop shopping concept (First Direct provides). If we have a problem with Goldmine, we just call First Direct.
Lowry Research Corporation
I heard a statistic at lunch today. There's a new report out indicating "job satisfaction" in America declined again last year. When only 44% of those being surveyed responding that they were "satisfied with their job". From my experience, that statistic is not surprising. Too often, in dealing with vendors and technical support people, that fact shows all too often! From what we at ImageVision see [your project engineer] is on the other end of the spectrum! And with people like [him] on your team, it's easy to see how 1st Direct got the "Top 1% Recognition" from FrontRange Solutions recently.
Thank you very much for including us. Your presentation (on GoldMine Automated Processes) is very clear and easy to understand. This will definitely help to renew our committment to Goldmine going forward and I'm sure we'll need your expertise as we progress.
Family Wealth and Pension Mgmt. (LPL)
Thank you for your "welcome" e-mail.
I typically do not write letters to companies either praising or bemoaning service levels. First Direct is an exception. Your service level is perhaps the best I have seen in my many decades of working in and around the computer industry.
Marjorie Baer went above and beyond normal customer support expectations by her quick responses and followup to my questions and "issues." Her e-mails and timely phone follow-up kept me in the loop. I frequently buy computer and software products, but rarely do I feel like a "Customer." With First Direct, I feel like a valued customer . . . despite the relatively low dollar amount of my order. I am much more than a customer of yours now. I have become an advocate for your company.
I have always liked the Details Plus product line, so I knew that I would enjoy installing and using Details Plus. Dealing with First Direct made this purchase decision a very positive experience.
Thank you. May you have a pleasant and prosperous coming year.
I just wanted to take the time to thank you (project engineer) for your attention to detail and very professional attitude during our recent Goldmine upgrade! You made sure to take care of all the "little" things that made the change over clean and simple! ... thanks again to you and First Direct for helping Progressive Business Systems though this process! Kudos to (sales) too! Sales guys never get the glory on upgrades:):):)
Cliff Hagan - Owner
Progressive Business Systems, Inc.
"Thanks for the great training session. You've given me some things to digest.
BTW, if you ever need a testimonial, I would be happy to comply."
Heraeus Sensor Technology USA
You guys are all doing a great job and we love working with you and your
staff. We are lucky to have you as a resource.
I want you to know that your staff and services were well worth the cost. You helped me finish this job and made me look good doing it! Its always a pleasure to work with professionals. I have already advised the customer that you will be our go to company for any future needs with Goldmine.
Thank you very much for all the help!
FrontRange Solution's Senior Director for GoldMine Sales shares remarks regarding First Direct Corp.
I am very please with the upgraded new version of FrontRange's Goldmine product. We understand the importance of pre-sale and demo activities to get us ready for the new product, and you and your team performed flawlessly. The education and the support from your team was extremely beneficial to our company. 1st Direct and FrontRange is a great team to support our Goldmine installation.
Thank you for your support.
Guide Technologies, L.L.C.
Listen to this customer!
"As a new business owner, I am constantly weighing expenses versus income. I have used Goldmine before and am very proficient at it but the technological side is not my area of expertise. In talking to Bob, he convinced me to sign up for the tech support with 1st Direct. I hemmed and hawed before making the decision to go with it as I could not do the back in tech stuff and needed it to run well. I worked with Jeff on two different computers. He was quick, knowledgeable and seemed to really care about my company, our budget and how to best integrate Goldmine into our situation. The money was VERY WELL SPENT TO HAVE AN EXPERT help get us set up right. We are having the biggest month we have ever had and it is due to the organization Goldmine has given us and the help from 1st Direct and the tech support. I highly reccommend it to anyone for a contact managment system."
Direct Mail Diva/Owner
Automotive Marketing Promotions
"Bob, The transition has been much smoother than I'd anticipated, Thank Heavens! I was doing the "Prepare for the worst, hope for the best" thing with all of this b/c I just wasn't sure... But it's been a wonderful change! My users like the GUI so much better and they're all so excited about poking around that I can't keep up! LOL
I'm still doing a little "behind the scenes" clean up of course; call it re-organization if you will. So for the time being I'm going to say no thanks to the training, but I'd like to keep the option of future training and assistance if I may, please.
My users are actually calling me and saying, "Wow! Did you know you can... now? That's great!" So they're thoroughly enjoying scoping things out, and that way I can focus on the changes I need to make. It's really nice to give them something they like so much that they want to learn on their own for the time being.
Again, thanks much to you and Max (he's terrific!) and I'm sure I'll be catching up with at least one of you in the future for some assistance."
Integrated Marketing Concepts
"Bob, in addition to the attractive price you offered ... I’ve even used it as an example of customer service for my staff and how each interaction we have with our clients is an opportunity to build and strengthen our partnership with them. No matter the dollar significance, each interaction makes an impression. Case in point. "
Robert Kohlmeyer, Director
DWD Technology Group
"The whole idea of upgrading Goldmine at a significant cost was mitigated by the ease at which your staff was able to get me up and running in a timely and efficient manner."
American Medical Consultants, Inc.
"Thanks for your great service. I have been using GoldMine and several of its third party components for over 8 years now and your company has been the fourth value added reseller (VAR) that we have used. Yet, this is the first time that we are using GoldMines' many great capabilities. Even though every other VAR has had good technical knowledge of GoldMine's components and it's capabilities, it has been my experience that none of them have enough working knowledge of GoldMine to help us modify our marketing processes to best capitalize on many of those capabilities.
I am not only impressed with what you and your associates have done for us so far, I am also impressed with how you have used GoldMine to earn our business. Your consistent yet nonintrusive touch based marketing and information acquisition is a model that I hope to emulate myself. I believe there is no better testimonial of ones understanding of a product like GoldMine than to be able to show its benefits by example.
I have always wondered if GoldMine was such a great marketing tool, why didn't any of the other VARs use many of GoldMine's features in their own marketing. That should have been a clue as to their limited working knowledge of GoldMine, if they themselves were not using it's many features like Automated Marketing Processes, Web forms, etc. in their business, how could they show me how best to use them in mine?"
Titan Hardware Int'l
"I must admit, I deal with many tech support companies for a lot of different software that my customers use. I have been very please with 1st Direct. Your phones calls have been very prompt and e-mails returned quickly. Usually when someone tells me they will send me an e-mail with a solution I roll my eyes and hope for the best. Not so in your case.
As an IT person yourself you know how stressful it can be to take on a project with mission critical software and data and wondering if the people supporting it know what they are doing. In this case I feel very confident with 1st Direct and I just wanted to let you know that.
I’m glad Barb (Skyline Exhibits) recommended you guys to us."
James R Idle
Senior Tech Specialist
Lindall Systems Inc.
"It is good to know that we have 1st direct as a GM resource with experienced
and knowledgeable representatives such as yourself."
Mr. Ritter, I appreciate your follow up on my purchase. I have not had any issues at this point, things are going really well. I commend you on your involvement with your organization. It is interesting how we are shocked nowadays when someone offers up a little more customer service...nice touch. I guess this speaks to the standard we have come to expect in reference to customer service. Maybe, you and I will raise the bar and make it very difficult for our competitors.
Have a good day and enjoy your week.
The Growth Coach
"Many times a companies customer service can be a "right-of-passage" for the end user, in getting their questions answered. You are very fast to respond and are a wonderfully kind resource. I am glad that you are top-notch and make the end user feel the same - top notch. I look forward to working with 1st Direct, and you, and will be happy to refer clients your way that are in need of CRM solutions."
DG Lindberg Co
“I spoke with at least a half dozen different resellers before finding First Direct. I found that only First Direct actually made good use of the features of GoldMine itself for following up with me. In addition, only First Direct had a comprehensive understanding of what GoldMine could bring to the table. First Direct was also outstanding at listening to what my goals were and applying GoldMine to them rather than just explaining everything that GoldMine could potentially do. First Direct was also impressive in their commitment to finding the right solution while not overselling me but rather keeping in mind that our budget was important … I look forward to working with you.”
"Bob, I want to thank you and your team for all
of the help and assistance you have provided. Your
professionalism and friendly support have made all
of the difference in ensuring we had a successful
project implementation. Your team is completely
knowledgeable in the Goldmine product and your response
to questions and issues was always timely. I look
forward to a continued working relationship in future."
Principal Consultant & Service Manager
Delta Corporate Services, Inc.
“Wow – thank you, sincerely! You guys are great
– hands down, the most impressive company I have
dealt with in years. Your company is all at once
concerned for the customers needs, and gifted at
swiftly zeroing-in on the task at hand (while being
upbeat and friendly to boot)!”
"It was a great day and we all learned a lot about
Goldmine and its many uses. I speak for all of us
when I tell you that the session was viewed as very
effective. I received many positive comments on
the training. You have a wonderful "can do" attitude
and you allowed us to understand how to use Goldmine
more effectively in our specialized environment.
... you helped us tremendously."
Elva Bankins SVP
Lee Hecht Harrision
"You are a genius. Not for solving my issue, but
for the service and friendship ... I will continue
to refer you to all of my contacts, because your
customer service is the best!"
Ferzan, Robbins & Associates LLC
"Your company epitomizes our philosophy of
giving nothing less than absolutely stellar service!"
George Michael Mason
The Perfection Group, Ltd.
"I do want to let you know that your customer
service is excellent - I have always gotten the
info I needed and calls back when promised ... yours
is the first call I'll make."
Ultra Electronics, DNE Technologies
Senior Sales Specialist
"FaxRush's out of the box Goldmine integration
was the key selling point when it came time for
our firm to consider implementing a fax server.
FaxRush fit perfectly. This thing rocks!"
Glassberg & Mermer, CPA'S, P.C.'s
"I just wanted to drop you a line to let
you know you have totally stimulated my mind in
regards to what I can do with GoldMine. Thank you
for the session today. I learned a lot in a short
time. I've been very stuck on some things and you
have helped me greatly in moving forward! I really
appreciate that. I look forward to my next lesson!"
Coding & Reimbursement Network, Inc
"Thanks Bob! On a side note, being the President,
I thought you’d appreciate knowing that every experience
I have had with your organization has truly been
pleasant. You have a fine staff with wonderful customer
service skills and a vast knowledge on your products.
I look forward to continuing to use your organization
for all our GoldMine needs."
"Thanks for helping us make what we feel is the
best decision for us at this time. It is also good
to know that we can call on your company for support."
Garing Business Machines
"THANK YOU to all the people at First Direct.
This top notch organization is full of class and
professionalism from top to bottom. First Direct
has helped us add to our bottom line by improving
our marketing department efficiency and overall
CheckCare Systems, Inc.
"The level of professionalism from you and the
staff from 1st Direct was outstanding! … We at the
New York State Police Information Services and Call
Center agree that the service and rapport you presented
to us, far exceeded expectations and normal vendor
Supervisor Information Services
New York State Police
"I want to give kudos to 1st Direct, I needed
a new web site fast and they delivered BIG
TIME with fast service and we beat our
deadline by 7 days. Many thanks for a great job."
"As a result of the great experience and willingness
that you all have showed, it was an easy decision
to purchase our GoldMine software through First
Direct. ... I would definitely recommend that anyone
looking at any CRM software to call First Direct."
"You graciously and professionally handled
the order to a level over and above my expectation
at this point. I will certainly keep 1st Direct
and your name in my Db for future software purchases."
Emerald Advisors, Inc.
"Congratulations to your whole team on First Direct's
being named among the top five overall GoldMine
partner performers in the August issue of the GoldMine
newsletter! No wonder -- we know firsthand the high
level of service and dedication that you provide
Mechanical Plastics Corp.
Your company rises above the “faceless” online
organizations that plague your industry.
Director Sales & Marketing
Packaging Equipment Americas
"I am really impressed wth your company. I
hope that I can figure out how to give my customers
the same quality of customer support that you guys
" . . . a bang up job covering
the topic Database Marketing . . . your expertise
Leslie C. Hulcoop
Coordinator of Marketing & Development
Cornell Cooperative Extension
"The students learned a great deal from you,
as I did . . . the feedback . . . was very positive."
Your seminar . . . was the highlight of
our Small Business Council Seminar series . .
. I knew the seminar would be a success when we
sold out by simply announcing the title . . .
I was captivated by your unique approach to marketing.
Greater Southern Dutchess Chamber
of Commerce Culinary Institute
Bob is intelligent and creative and uses these
skills to find exciting new ways to do things .
. . always delivers results with high standards
of excellence and enthusiasm.
Gregory J. Grod
Robert is a high-energy , creative thinker
who has mastered the abilities to apply strategic
planning techniques to any project he tackles.
Bob has . . . exceptional abilities in sales
and marketing. . . . what sets Bob Ritter apart
is that he combines these qualities with vision
and an entrepreneurial flare. He possesses and uncanny
ability to see and understand trends . . . to take
advantage of changes in the marketplace.
Joseph D. Russo
DC Economic Development Corp.
"You are truly the quintessential professional
who excels at whatever challenges you take on."
Stephen M. Saland
". . . proven marketing skills and talents.
Kathleen Sullivan Norat
DC Economic Development Corp.
"Mr. Ritter far exceeded the Colleges
demanding request. We are now in possession of one
of the finest, if not the finest, consultants
report ever submitted to the College."
E. Giovannini, Ed.D.,
of Academic Programs
Burlington County College
"People in my position (Marketing & Communications
Director) would be doing themselves a great disservice
. . . if they avoid getting assistance from another
professional . . . Especially if that professional
was Bob Ritter . . . I know we will succeed if we
execute the plan that you have most effectively
helped us build."
H.R. (Joe) Emerson
Hudson Valley Technology Development Center
"You have an uncanny ability to identify and
solve problems . . . . you have contributed to our
profitability . . . your talents are unique."
Steven Domber, President
Prudential Serls Prime Properties
#1 in the Hudson Valley, NY
". . . exceptional end-user training . . .
I look forward to a continued beneficial relationship."
Alexander Sauickie III,
Branch Service Supervisor
Eastern Client Services
"You really hit the nail on the head. We needed
someone with your marketing perspective to look
at our situation, highlight our options and facilitate
the planning process."
Michael A. Smith, VP
J & H Smith Light Corp.
"You turned the basic subject of sales &
marketing into a personalized plan that each and
every one could benefit from. We wish all our speakers
were just like you."
Mike Johnson, Program Director
Piano Technicians Guild
"Great too, great service. Business is booming...
we made the right decision with GoldMine and First
"Your seminar was very beneficial and will
clearly help our staff to be more effective."
Michael D. Naughton, Sr.
Pawling Savings Bank
"Robert Ritter has proven himself to be a valuable
asset. [to Marist College] He has won the respect
and admiration of students and of colleagues in
the School of Communications."
Gus Nolan, Professor
"Im particularly pleased that you and
I have developed an alliance that will enable First
Direct to be an integral part of my companys
marketing & sales efforts
You bring a tremendous
creative energy to our work
You bring the marketing
and sales savvy to communicate our vision to our
clients. We can always count on you to help us develop
our message in a clear, compelling terms that cause
our customers to take action. You advice is central
to our thinking and your operational expertise is
integral to our execution."
Michael F. Corbett
The Nations Leading Expert On Outsourcing
"When you talk about understanding the trade
show context and the consumers mindset,
its very clear that you know what youre
talking about. Your extensive research and wealth
of personal experience add depth and credibility
to your seminar. Thank you for presenting an outstanding
seminar to our Chamber members and exhibitors."
"Focus group research will now continue routinely
at Dutchess Community College. I greatly attribute
this to Roberts guidance at the critical early
stages. My colleagues and I found the experience
of working with Robert not only productive, but
also enjoyable. He is very skillful . . ."
Deborah Weibman, Registrar
Dutchess Community College
"I would like to take this opportunity to personally
thank you and Mary for the outstanding service and
attention you have given to my staff at Freeman
Ken Bellero Telsales Manager
"The United Way of Dutchess County extends
our gratitude to you for preparing us and our Loaned
Executives on how to achieve excellence as a public
United Way Donor Services
"I appreciate your emphasis on marketing that
is accountablethe return on my investment
through your marketing efforts has been outstanding!"
Mark J. Bottini, Pres.
(The Mid-Hudson Valleys largest fuel oil
Bobs a good one to have on the team
is an incredible asset to our company. Its
good to have you on my side.
(A 120 year family tradition in eyewear manufacturing.)