Customers

Powerful profiling drives your High-Touch Marketing…

Simplify and automate your marketing efforts, build rock solid, long term relationships and keep your customers loyal.  Winery Pro can you help you do this by offering the most robust customer management system in the wine industry today.  Our feature rich database allows you to easily see your most profitable buyers and use the built-in software tools to reach them with special offers, new releases, winery news and much more.  Our incredible data query system lets you conduct a quick search to see who is buying what wine in high quantities and when they buy!

***A BIG PLUS*** - Field level validation shows you potential data entry problems that can affect those finicky compliance and shipment processes - the moment you hit tab.

Here’s What You Can Do…

>  Communicate on your Customer’s birthday with a special wine discount offer

Acknowledge new Customers and club members with a timely Thank You

>  Respond to your Customer’s special requests

>  Email Customers in a newly approved ship state know when you they can receive the wine

>  Supersize your club members orders and accommodate their special requests

>  “Incentivize” your best Customers to refer their friends

>  Invite specially selected Customers to your winery events

>  Manage order changes, shipment tracking issues and resolutions quickly and accurately

>  Rank your Customers by life to date and average sales totals

Detailed Features…

*  Store unlimited address, phone, email and url data

*  Define Customers by Type, Sale, Channel, Referred By along with unlimited checkbox preferences

*  Print mailing, shipping and billing labels

*  Run the Email scrub routine to clear out all bounced or unsubscribed addresses from your mail service

*  At-a-Glance Sales History summarized or by detailed by product SKU

*  Export customer field data to spreadsheets or pdf reports

*  Print Address, Email, Sales Rep and Referred By lists

Be sure to check our extensive list of customer tracking fields - we even offer 10 UDF (created by you) fields to track data unique to YOUR wine sales business.

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Maximum Customer Data tracking

Maximum Customer Data

List Management

List Management

Profile Your Customers

Profiling