DTC Technology System Review

Frustrated by the current state of your DTC technololgy systems?  We can help you review and assess your present infrastructure.  Sometimes all it takes is additional training or installing a few new features to make your wine business operate more smoothly.  For some clients, it is time to consider a whole new technology direction; we work with your key staff members to develop state of the art DTC requirements for your business.  We then help you review and evaluate the DTC system options in the marketplace today so you can select a system, or group of systems that make sense for your business.

Deliverables:

DTC Technology Assessment and Recommendations provides an outside, professional perspective on your current capabilities.  When it is time for a change, key deliverables include DTC Requirements Report and a System Review and Selection Project.

Vintegrate Integration Engine

Can your POS, Wine Club and eComm solution share information with each other and your inventory and accounting package?  Or do you manually enter data, track your business on spreadsheets and then struggle to reconcile your inventory across multiple systems?  Through robust, two-way integration with Vintegrate, Microsoft Dynamics based enterprise software for wine businesses, you can leverage technology investments you’ve made an have better tracking of your inventory, your customers and your financial data.

Vintegrate’s Integration Engine is running with many industry leading DTC systems.  Contact us to learn more.

Overall DTC Assessment and Scorecard

A comprehensive review of your DTC activities across every DTC Touchpoint; whether in the Tasting Room, on the Website, via your Communications, through the Club or at Events.  We focus our assessment on three core areas of required DTC competency: People, Process and Technology.

Deliverables:

Detailed Assessment by Touchpoint; a Scorecard to let you know where you stand compared with the industry and Recommended Next Steps.

DTC Strategy and Action

Though a collaborative process working with your DTC leaders we create, define and prioritize a set of specific DTC projects to attract high value customers, sell them more, and retain them longer.

Deliverables:

Detailed DTC Action Plan for moving forward, optional DTC Implementation Plan for moving forward.

Know and Grow Your Customers

Very few wine businesses treat their customer information like the important financial asset it is.  Most take excellent care of the vineyards, facilities and inventory, but when it comes to securing, analyzing and enhancing customer information most fall flat.  Solution?  Together with you and your technology partners, we consolidate all of your important customer data in one secure, yet accessible location.  The data is then transformed into meaningful information you can act on through sophisticated segmentation analysis and customer profile expansion.  We then deliver insights into how you and your team can better gather customer information going forward through improved customer processes and optimized technology solutions.

Deliverables:

Customer Database with your customers individually scored and ready for more targeted action through improved sales, marketing and service strategies.  Expand Customer Profiles for all of your high value customers, ensuring that every key team member knows them and can treat them like the important individuals they are.  Customer Information Plan: specific guidance for improving your customer information and capabilities going forward.

Wine Club Enhancement Implementation Plan

Does your wine club measure up to the competition?  Given the thousands of wine clubs right now offered by nearly every winery, major retailer and media organization – it may be time to take action.  We work with your team to ensure your Wine Club Program is operating smoothly, is well differentiated, and compelling to prospective customers.

Deliverables:

Wine Club  Competitive Benchmarking Report comparing your Wine Club with others in your competitive set; Wine Club Performance Review and Operational Assessment know how your wine business fares across key performance metrics; optional Wine Club Review and Redesign when it just makes sense to rethink your club for current and future customers.