Services and Functionalities
Lightning Fast And Affordable
Over five years, CRM For Wineries has perfected the industry’s first standard integration from POS systems to Salesforce. Beginning with a proven integration system you can expect to be live within 30 days at a fraction of the cost of bespoke and fully customized solutions.
Email And Marketing Automation
The end result is this: One staff member does the work of 10. Small businesses can now interact with all their customers on the channels they prefer with timely and relevant information. Use customer insights to anticipate and fulfill unexpressed wishes building a vibrant brand.
Salesforce CRM connects and consumes all of your industry platform data sources. Collating all of your information in once place makes it available for real-time reports and dashboards. Connect any and all data points to build the reports and dashboards you’ve dreamed of.
Supercharge your DTC financial intelligence. Accounting systems can be effective at 3-tier reporting where customers are tracked. However, they provide zero analysis on DTC channels because individual customer records don’t exist in accounting systems. Leveraging your marketing, sales, and order data CRM For Wineries will build brilliant reports and dashboards for your DTC channels.
DTC Customer Data
Get customer information you’ve always wanted. Salesforce CRM’s reporting capabilities are legendary and help make it #1 in the world. Dive deeply into customer activities, behaviors and trends. Use this powerful information to drive intelligent action and campaigns.
Drive channel sales with Five9 technology providing 4x performance over manual calling.
Our full inventory and warehouse tracking package gives you real-time information without limitations.
If you’re an allocated winery, our Allocation Engine precisely calculates qualification levels.
We’ve developed a process to receive and track virtual tastings through each step that drives revenue and a great experience.
Develop your team’s ability to create, manage and complete tasks with transparency.
Install a connected Chat system to store information directly in Salesforce CRM.
Customer Support Cases
Salesforce CRM’s built in case-management makes sure your team supports customer issues without dropping the ball.
No Missing Customer Informtion
With Salesforce CRM, anyone who responds to a customer issue can see past communications avoiding the dreaded “can you tell me your situation again?”