When SWM became aware of PurpleCRM, it asked whether the product could be customized to serve the particular needs of the financial planning and wealth management industry. Purple accepted the challenge and used Strategic Wealth Management as a beta customer to create a new vertical version of the product, PurpleCRM Wealth Manager. Plus, the custom management consoles and remote management capabilities provided in BackOffice Server simplify ongoing maintenance and management so that the customer is able to significantly reduce the total cost of ownership. Because account executives can now collect and disseminate all customer work-related information within the same application, with the familiar Outlook interface, they're able to improve service and productivity. A scalable, CRM solution at a fraction of the cost As the Strategic Wealth Management example illustrates, Purple Solutions can deliver a BackOffice Server-based solution with a comprehensive group of capabilities at about a quarter of the cost and in a fraction of the time of other CRM solutions.
Integrated setup helps guide administrators through an error-free installation.
A customer can have a fully functional environment running in less than a day, whereas it can take months, if not years, of labor hours to bring up a server running other CRM systems. That removes barriers to growth for small to mid-sized companies. You can get into this solution without mortgaging your future and build upon an initial deployment. Although our target is the small to mid-sized business space, there's absolutely nothing from a scalability point of view that prevents this solution from working for the Fortune 100. That cost efficiency extends to ongoing maintenance as well.