Case Study: Mervis Diamond improves customer service and sales efficiency with Sugar and W-Systems

How the adoption of Sugar has evolved Mervis' way of running their business

Mervis Diamond Importers, the leading diamond distributor in Washington, D.C., needed a better way to manage customer information and sales activity. Before working with W-Systems, data was scattered across multiple systems, including Lotus Notes, and staff had to jump between applications and rely on paper notes, making follow-up and customer service inefficient.

W-Systems implemented Sugar CRM to centralize sales data, customer service records, email tracking, forecasting, and invoicing. The new system improved data quality, follow-up discipline, visibility into customer trends, and forecasting, helping Mervis Diamond Importers close more deals and provide a more proactive customer experience.

Mervis Diamond

Jonathan Mervis

Owner