Case Study: Mervis Diamond Importers achieves streamlined customer management and improved sales forecasting with SugarCRM

How the Adoption of Sugar Has Evolved Leading Diamond Importer’s Way of Running Their Business

Mervis Diamond Importers, a century-old leading diamond distributor in Washington, DC, faced fragmented client and prospect information spread across multiple unsynchronized systems (including Lotus Notes). The disconnected data led to inefficiencies—lost notes, missed follow-ups, and reliance on secondary tools—which hindered sales visibility and consistent customer service.

By implementing Sugar (SugarCRM), Mervis consolidated sales, service, email tracking, forecasting and invoicing into a single platform, with automated alerts and centralized opportunity tracking. The result was cleaner data, improved forecasting, more proactive client relationships, higher close rates, and an ongoing partnership with Sugar that makes further improvements easier to implement.

Mervis Diamond Importers

Jonathan Mervis

Owner