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.
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