Case Studies

Marketing Automation

Pardot by Salesforce was chosen as the engine to drive email marketing automation.

Migrate MS Access To Salesforce CRM & Pardot

Migration from a 30-year-old Access database to the world’s #1 CRM and Pardot marketing automation empowers the team to connect all their platforms.

Migrate From AMS To Salesforce & Pardot

A major makeover to fulfill today’s customer needs, we migrated from AMS to VineSpring, Salesforce CRM, WineShipping, Tock, and more.

Operations & Inventory Tracking

A St. Helena winery migrated from Excel sheets to a cloud system to track operational information, inventory and multiple warehouse locations.

Order Status Tracking & Virtual Visits

Leveraging our VineSpring integration, we developed a visual order tracking system as well as virtual visits fed from a website form.

Telesales Channel Platform

CRM For Wineries has implemented a telesales platform for dozens of wineries.  This client has incorporated our technology system for their own winery customer marketing methods creating a beautiful synergy.

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