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We Customize & Integrate Salesforce for Wineries

Proven Domain and Salesforce Clouds Expertise

Customize and Integrate Salesforce to get a 360 degree view of Customers, Suppliers, Distributors and Partners for your Winery. Run your business on Salesforce - from marketing campaigns to order fulfillment, inventory management, loyalty programs, online ordering and more.

Winery

We work with wineries to implement/integrate Salesforce to help them the most out of their Salesforce investments.

Our Salesforce Development and Integration services for Wineries include:

Salesforce Vision, License Selection and Solution Architecture

We help you Define the role of Salesforce in your technical and business ecosystem and identify the right licensing model. We work with our clients to facilitate discovery and design sessions to define the to-be business and system architecture with Salesforce clouds. The deliverables include:

  • To Be Processes that lay out the business processes for Recruitment, Student Management, Grant Management, Marketing Automation, Case Management, Social Communication, Personalized Communication, Fund Raising, Alumni Management etc.
  • To Be System Architecture to lay out Salesforce clouds in the context of overall systems architecture and define Salesforce systems design to maximize the use of out of the box Salesforce functions.
  • Features List to define the system capabilities to be built to support the future processes.
  • Clickable Prototypes for getting early user feedbacks before customization
  • Integration specifications for systems and process integrations (including 3rd party systems and social platform
  • Personalization and Customization specifications
  • Governance/moderations for user management, content management and community management processes

Salesforce Implementation – Customization and Integration

Customize Salesforce to create solutions for automate the following:

  • Online & Mobile Store to enable eCommerce – order management, tracking, payment processing etc.
  • CPQ/Quote to Cash Configure Products and Pricing in Salesforce; integrate with accounting ERP/System
  • Order Fulfilment Ship order, update inventories, process shipping and notify customers
  • Wine Tasting/ Winery Visits Create customer records for customer visiting wineries with minimum information for tracking and follow-up marketing tasks
  • Loyalty Programs to manage members and rewards; keep members score; special service consoles for members
  • Marketing Campaign creation, execution and tracking through Pardot, HubSpot and Marketing Cloud
  • Portals to engage and service Restaurants, Distributors, Suppliers and Retailers.
  • Customer Community to engage customers and prospects
  • System Integrations with on premise and cloud applications like Quickbooks, JD Edwards, Oracle Financials, Netsuite using iPASS like Dell Boomi, Informatica or direct API integration with error handling.
  • Reports and dashboards for better engagement
  • Large Data Migration or content migration
  • User Support using our fixed price 24 * 7 support user and technical support services for community

    Why Us?
  • Experienced: Over the last eleven years we have efficiently managed over 300 solution engagements while transforming businesses through better analytics, organizational process changes, and cloud CRM solutions.
  • Consistent: Our Salesforce Certified professionals are trusted and recommended by our clients. Over 80% of our business comes from our existing customers.
  • Creative: We challenge our own thinking and come up with creative solutions that meet our customers' requirements.
  • Adaptable: We understand that each company has its unique needs and constraints. So we provide flexible options to structure their working engagement with us.
  • Affordable: We combine onshore-offshore delivery to reduce delivery costs to let our clients enjoy quality without the overhead and bureaucracy of larger consulting companies.

 

Interested in FREE Consultation? Contact us for a FREE consultation on how to get the most out of your Salesforce.