Are you a wine marketer who would like to measure, in real-time, the ROI of your marketing programs? Would you like to help your sales people, brokers, and distributors increase sales? What if you could detail the buying patterns of all of your customers—retail, distribution, and consumer?
WineryCRM™ will help you use people, processes, and technology to gain insight into the behavior and value of customers. This insight allows for improved customer service, sales pipeline management and forecasting, call center management, added cross-sell and upsell opportunities, execution and measurement of marketing campaigns, streamlined sales and marketing processes, improved customer profiling and targeting, reduced costs, and increased customer loyalty and overall profitability. Highly advanced and yet simple to use, WineryCRM™ utilizes Microsoft® Dynamics NAV, CRM and RMS technology, compiling information from all data sources, and giving a comprehensive real-time view of customer relations, retail point-of-sales, wine club memberships and activities, facility operations and management, and accounting.
Role Features:
Marketing Manager
• Market directly to your distributor customers
• Full campaign management with metrics
• Enhanced e-mail template provided annually
Sales Manager
• Manage your sales team with assigned leads, opportunities and forecast
• Access NAV invoicing data
• Customized updates of CRM sales team workflow manager
Retail Manager
• Reservation management of tastings, tours and events
• Resource scheduling
Call Center Manager
• Manage customer inquires and calls with CRM case management
• Easily track the full life cycle of any sale or customer inquiry
IT Manager
• Manage your internal IT issues with CRM case management
• Delegate internal IT solutions
• Create a knowledge base for recurring issues
