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Client Book CRM Announces New Customer Additions

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(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:

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  • 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.

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Wilkerson Testimonials | Zadok Master Jewelers

Stick to the Program — And Watch Your Sales Grow

When Zadok Master Jewelers in Houston, Texas, decided to move to a new location (they’d been in the same one for the 45 years they’d been in business), they called Wilkerson to run a moving sale. The results, says seventh-generation jeweler Jonathan Zadok, were “off the charts” in terms of traffic and sales. Why? They took Wilkerson’s advice and stuck to the company’s marketing program, which included sign twirlers — something Jonathan Zadok had never used before. He says a number of very wealthy customers came in because of them. “They said, ‘I loved your sign twirlers and here’s my credit card for $20,000.’ There’s no way we could have done that on our own,” says Zadok. “Without Wilkerson, the sale never, ever would have come close to what it did.”

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