TrigoldCrystal Solution for MoneyWorkout PDF Print E-mail
Tuesday, 02 February 2010 00:00
TrigoldCrystal are very pleased to announce that mortgage and insurance advisor MoneyWorkout has become the latest company to sign up for our CRM and Prospector products. TrigoldCrystal CRM is our complete sales and administration system allowing total management and reporting on the sales cycle from leads, thru sales and administration to ongoing client reviews. With CRM now integrated to our market leading mortgage sourcing system, Prospector, we have the ultimate complete solution in a box for mortgage and insurance advisors. Stuart Mahoney, head of marketing at Money Workout comments, “The benefits of a complete solution were obvious to us – but the efficiency, effectiveness and speed to deploy TrigoldCrystal CRM was exceptional. The benefits to our sales and relationship management processes became apparent very quickly. Our people find the tools and work flow intuitive and quickly adapted to the system at launch. But such a tool is only as good as the support that comes with it, and I am please to say response to support, help and even developmental requests have been outstanding.”

David Aylmer, marketing director at TrigoldCrystal, added “we are very proud of our new CRM product built on the Momentum technology platform and are looking forward to signing up many more advisors who require a total end to end sales and administration system. It is a pleasure to welcome on board MoneyWorkout and their call centre operation, to date the experience has been excellent on both sides and we look forward to a long and constructive relationship together”.