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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

For jewelers in search of an intuitive and accessible CRM solution that can be utilized while on the move, Diamond Relations enables sales professionals to concentrate on selling rather than struggling with a complex system. This platform allows jewelry retailers to effortlessly monitor sales, oversee opportunities, and cultivate customer relationships. Essential for both single and multi-location stores, Diamond Relations CRM enhances opportunity management, empowering sales teams to finalize more transactions by documenting sales interactions, exchanging customer details, and tracking individual progress. By consolidating all customer data into one comprehensive system, Diamond Relations facilitates information sharing across the organization. Each opportunity includes critical details such as sales stage, estimated revenue, likelihood of closure, and other relevant metrics. Additionally, this vital information is prominently displayed on the sales teams' homepage dashboards, ensuring they have a current and comprehensive overview every time they log in. Overall, Diamond Relations stands out as an indispensable tool for jewelry businesses aiming to optimize their sales processes and improve customer engagement.

Description

With Account Plan Pro, your team can enhance the generation and execution of strategic account plans more efficiently. Integrated within your Salesforce setup, it provides insights into key account management, ongoing opportunities, and the sales pipeline. It is compatible with both Lightning and Classic User Interfaces. You can access it from any location with internet connectivity, whether in the office or while on the go. By ensuring that salespeople are clear on their goals for each sales call, it leads to increased satisfaction for customers, sales representatives, and sales managers alike. This clarity also contributes to greater success for both you and your sales team. Furthermore, our Pre Call Plan template builds upon SalesForce.com’s action planning, ensuring that your sales staff has well-defined objectives and expected outcomes before initiating a call or arranging a customer visit, ultimately driving better results.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce No 

Integrations

Salesforce Yes 

Pricing Details

$65 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Diamond Relations CRM

Website

www.diamondrelationscrm.com

Vendor Details

Company Name

Plan2Win Software

Founded

2007

Country

United States

Website

www.plan2winsoftware.com

Product Features

Jewelry Store Management

Appraisal Management No 
Commission Management No 
Consignments No 
Customer Purchase History No 
Jewelry Design No 
Marketing Management No 
Multi-Store Management No 
Pricing Management No 
Repair Tracking No 
Supplier Management No 
Wholesaler Management No 

Product Features

Account Planning

Account Segmentation No 
Account Tracker No 
Annual Account Plan No 
Communication Matrix No 
Competitor Stacking No 
Dashboard No 
Performance Metrics No 
Relationship Mapping No 
Trend Monitoring No 
White Space Analysis No 

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