Category: General

The expertise and experience of a Solution Partner is vital to achieving the best results from your CRM application.

First Direct Corporation is proud to announce that we are now offering Zoho applications as a fully Authorized Zoho Partner. This includes Zoho CRM, Zoho CRM Plus, and Zoho One. We will also offer many of the integrated solutions in the Zoho Marketplace.

For over 25 years First Direct’s organization has specialized in CRM solutions. As a leading GoldMine CRM software provider, our experience with CRM spans many industries. We have worked with organizations from coast-to-coast in the United States, in firms small to large.

The success of your CRM completely relies on the sales process. A process is effective only when it is followed properly and when you have deep insight of how each part is performing. Knowing your process is implemented exactly as you’ve designed can be a cumbersome task. We, at First Direct Corporation, help you solve this challenge with BluePrint – a new feature of Zoho CRM. Blueprint helps you align your sales process with your CRM efficiently and also makes sure that your team follows it rigorously.

In order for Customer Relationship Management (CRM) Software to achieve the results your organization desires, you must turn software into a system. Software is generic; a system is configured, implemented and maintained in ways that are aligned to your business’s objectives, processes and workflow. As a Zoho Authorized partner, First Direct’s methodology adds value to your Zoho CRM Software.

The main aim of every marketing and sales team should be to guide their respective target audience through each stage of the sales funnel. But what is the process to go from one stage to another? And what is the right push at each step?

A certified Zoho CRM professional or Zoho Authorized Partner can help you map your sales and marketing process into the tools that Zoho offers. Each stage calls for a means of direct engagement and a system for tracking and analyzing interactions.

As a Zoho Authorized Partner, First Direct has an important role to play for the manufacturer and you, the consumer. That role is comprised of four (4) distinct elements. 1. Evaluation and Needs Assessment 2. Recommendation / Prototyping 3. Implementation – Custom Configuration, Integration and…

Without execution you Are swirling down the drain. It is not enough to have a vision. And, not enough to have a brilliant strategy. Without tactics and good execution a business is doomed. Successful businesses identify a market. They position themselves over their competition. And…