Your most valuable asset
Our CRM solution provides a single view of customer activity across all channels so you can accurately target campaigns to key buying groups and customer preference.
The better you know your customers, the more likely they will take action from you. Learn how to track customer preferences, purchase frequency, wine preferences, dollars spent, event and online purchase activity.
It is said that happy customers buy more wine. We make a point in providing all key customer information at all touch points, so that whether you are on the phone, in the tasting room or sending an email, you have all the information needed to provide a first class customer experience.
With our list management tools, you have a dynamic database with which to segment your customers for more accuracy in targeting of your campaigns. Use of our tagging system provides even more ways to segment.
View all your customers’ purchases at the point-of-sale or from the back office. See what they bought and when in the tasting room, over the phone, in a wine club shipment or on your web store. See if the order was picked up, carried out or shipped. You can see if the order was voided or refunded. Full reporting is available on all aspects of your orders.
Keep track of follow up phone calls, special requests, address changes that occur on a schedule and more with our contact management system.