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.

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.

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?”

Let the Numbers Speak

Clients Served
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Successful Projects
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707 299 0167
Napa, California

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