TrigoldCrystal CRM: Case Detail PDF Print E-mail

Clear simple screen, ensuring compliant sale takes place

The Case Detail screen gives a clear, single summary of the progress of the key areas of the sales process for the currently selected case. This screen is the linking screen to all areas of the steps in the sales process and the current status of each. Depending on the products selected to discuss, this screen will dynamically determine which areas are required and what regulatory Key Feature Documents are required.




The Adviser is required to complete certain stages before being allowed to continue for compliance reasons. For a brand new MCOB case for example the only link available will be to ‘Create’ an Initial Disclosure Document (IDD). When the IDD has been issued then the Fact Find ‘Create’ button will become available and when certain relevant information is captured in the Fact Find then the Adviser will be able to quote. The Validation within the Fact Find is very intelligent, allowing only basic information to be captured for sourcing and more detailed information for applications; this is discussed further in the Client Review section. Further areas are available from this screen in order to maintain the Case. A link is provided to ‘previously closed off cases’ which displays any previous sales process which has been undertaken for the current client.

This could be an aborted case or previous sales process which is now complete and has been closed down. Any previous cases can be viewed in a read only format and where a case has been completed and closed down, all the information captured within the Client Review is made available for a new case allowing for only minimal updates by the Adviser where the client’s circumstances have changed. A link is also provided to the Momentum document log.

Key Benefits
Complete control of of the sales process:
  • Access to Historical Cases

  • Access to Document Log and all case documents

  • Compliant Sales Process

  • Direct case email

  • Summary information of products sold

  • Dynamically driven sales process based upon areas discussed

  • Full product suite available

  • Audit tab displaying all relevant case events

  • Notes tab displaying all related case notes such as Lead, FF, Compliance etc...
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