Press Releases

Client Book CRM Announces New Customer Additions

Published

8 years ago

May 22, 2016

INSTORE Staff

(Press Release)
CINCINNATI — Client Book CRM, a provider of cloud-based and on-premise retail management and CRM solutions, announced that two new jewelers have replaced their paper client books and legacy customer management with Client Book CRM to help power their key sales and retail operations.

Bailey Banks and Biddle and Diamond’s Direct join jewelers like Shannon Fine Jewelry, Barry’s Jewellers and more who are now running their sales operation on one integrated cloud-based suite.

Client Book CRM’s focus on building and refining a complete jewelry-specific software solution for sales and productivity, customer relationship management, business reporting and analytics, and marketing has led to substantial growth in its jewelry customer base. It includes functionality for sales team management, team collaboration, client and lead management, jewelry-specific sales and marketing tools, sales tracking, repair tracking, special order tracking, follow-up management, notes management, wish list management, appointment management, real-time reporting and analytics, and more.

Client Book CRM customers report that they have gained real-time, actionable insights into sales, customers, inventory and more that improves their ability to make data-driven business decisions along with tools that help their sales and management teams improve communication, bring greater efficiency to the sales floor, and maximize sales performance.

Highlights of Client Book CRM include:

Customer relationship management. Client Book CRM provides jewelry-specific CRM tools and integrates with back-office systems to deliver a 360-degree view of the customer, empowering sales teams for customer acquisition, retention and upsell.
Data insights and leaner marketing. Client Book CRM supplies real-time visibility and insights across the entire organization, enabling leaner marketing, improved resource planning, and better sales team management.
Employee management and data retention. A complete set of employee management capabilities, enabling jewelers to manage employees and their access to customer information. By eliminating the need for a paper client book and cluttered papers, potential data loss can be prevented.
Demand planning. Forecast customer needs based on historical data, wish list data, and sales projections to ensure the right balance of inventory to meet anticipated demand.
Jewelry-specific marketing tools. Client Book CRM provides marketing tools specific to the jewelry sales process.For example: The ability to quickly email a client what their significant other wants for their upcoming birthday or anniversary, email customers about an upcoming show or event, and more.

For more information about Client Book CRM, please visit clientbookcrm.com or call +1 (800) 325-6836.

This Third-Generation Jeweler Was Ready for Retirement. He Called Wilkerson

Retirement is never easy, especially when it means the end to a business that was founded in 1884. But for Laura and Sam Sipe, it was time to put their own needs first. They decided to close J.C. Sipe Jewelers, one of Indianapolis’ most trusted names in fine jewelry, and call Wilkerson. “Laura and I decided the conditions were right,” says Sam. Wilkerson handled every detail in their going-out-of-business sale, from marketing to manning the sales floor. “The main goal was to sell our existing inventory that’s all paid for and turn that into cash for our retirement,” says Sam. “It’s been very, very productive.” Would they recommend Wilkerson to other jewelers who want to enjoy their golden years? Absolutely! “Call Wilkerson,” says Laura. “They can help you achieve your goals so you’ll be able to move into retirement comfortably.”