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.
- Pricing at about 10% of custom integrations that include everything you need start producing real ROI.
- All core data point sources to your POS are included.
-
As you develop Salesforce expertise, nothing prevents future tweaks, upgrades and development meaning you're in control of projects that provide the best results.
Ongoing support ticket and development packages available.
Full Custom Eco-Systems Development
Some wineries have a vision for a fully customized environment from the get-go. We love that too! CRM For Wineries’ team will help you architect exactly what you need with guaranteed results.
- Connect Salesforce to any of your external software platforms.
- Pick from our list of existing winery customization packages like our inventory and warehouse management package.
-
Develop fully bespoke Salesforce objects as needed by your company.
Drive automation to the maximum according to your business processes.
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.
Customized Reports
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.
Financial Analytics
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.
More Services
Telephone Campaigns
Drive channel sales with Five9 technology providing 4x performance over manual calling.
Inventory Tracking
Our full inventory and warehouse tracking package gives you real-time information without limitations.
Allocation Engine
If you’re an allocated winery, our Allocation Engine precisely calculates qualification levels.
Virtual Tastings
We’ve developed a process to receive and track virtual tastings through each step that drives revenue and a great experience.
Task Management
Develop your team’s ability to create, manage and complete tasks with transparency.
Website Chat
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?”
