Outlook Integration
Trigold’s integration between Prospector AAA and Microsoft® Outlook® provides advisors with the ability to synchronise client data with their Outlook® contacts and use the Outlook® calendar to manage recall dates for future sales activity.
Benefits
- Combines the strengths of Trigold Prospector and Microsoft® Outlook®.
- Fast and intuitive synchronisation process using a custom wizard within
Prospector AAA. - A choice of Standard or Advanced wizards to provide desired level of simplicity
and control. - Maintain accurate client information across Prospector and Outlook®.
- Remove need to re-key information.
- Better business planning by seeing all client recall dates on one Outlook® Calendar.
- Improved client service through calendar reminders.
- Multiple recall dates.
- 30 DAY FREE TRIAL.
Set Recall Dates
- This new feature allows for multiple Recall Dates to cater for any future contact with your customers, e.g. mortgage roll date, insurance renewal date, meetings etc.
- Automatically copies any Recall Dates set in Prospector AAA into Outlook®.
- Automatically copies basic customer information and notes into Outlook®.
Synchronise Contact Details
- Copy customer data between Prospector AAA and Outlook®.
- Customer information that changes in either Prospector AAA or Outlook® is automatically updated in the other system.
Visit www.trigold.co.uk for information on how to subscribe to Outlook Integration.