CRM For Wineries logo



Highway 29
CA, 94558
United States
Jim Walker

Driving DTC relationships through Salesforce CRM integration to your winery POS.


CRM For Wineries supports "all things" related to the Salesforce eco-system including marketing automation with Pardot and Marketing Cloud.  Services include:

* Fully administered Salesforce setups with no startup or license costs.

* Customized Salesforce environments that can accomplish your every wish. 

* Pardot Marketing Automation.

* Complete Business Intelligence report environments.

* Expert Telesales Consulting & Support.

Contact Jim at:

(707) 299-0167

Customer Relationship Management (CRM) is something every winery needs.


We deliver turnkey solutions that will increase sales and profitability and improve the productivity of your team.  If you're looking to integrate your POS and Wine Club software with the power of CRM you've found the right place.


New Entry Level CRM Integration Pricing

News Archive

How Salesforce CRM Is Changing Direct Wine Sales
09 December, 2019

Winery email campaigns typically follow the "spray and pray" method:  Send an email to everyone and hope it performs well.  Marketers are seeing less results for a simple reason:  it doesn't take past interactions and relationship into account.  Things have changed.  Customers and members respond to communications rooted in something personalized.  

Salesforce CRM allows winery marketers to pick and pull any and all customer information into dynamic, personalized email segments.  Marketing emails that specifically reference a customer's past relationship get attention.  For example, letting a customer know a new release of a wine they have purchased three years in a row lets them know you're invested in the relationship.

Contact CRM For Wineries for a free demo on dynamic and personalized email segments in Salesforce CRM as well as how they boost customer relationship sales.  Call Jim at (707) 299-0167.

Hot Topic: Marketing Automation
06 December, 2019

Marketing Automation Is Hot Topic #1.  

Do you want to stop sending everyone the exact same email every time?  Pardot for Salesforce is a powerhouse allowing you to build dynamic segmentation lists so you get the right information to the right people avoiding customer email fatigue.  To learn more navigate to

We've had the privilege of helping stellar wine-industry clients with their Salesforce, Pardot, and Marketing Cloud integrations.  They are thrilled to provide references.

Title Name Email Phone
Owner Jim Walker (707) 299-0167
Standard Salesforce CRM Integration
Our Standard Salesforce CRM Integration is the fast-track to improving your DTC communications and results.  Get up and running within 30 days using Salesforce Standard Objects with our implementation plan.  Complementary evaluation meeting and ROI estimates.
Custom Salesforce CRM Setup
Full custom Salesforce CRM integration services to your POS platform. No customization is to large or too small.
Salesforce Pardot Marketing Automation Setup
Join the marketing automation revolution connecting Salesforce to Pardot marketing automation.
Salesforce Consulting For Existing Installs
Are you getting everything you want out of your existing Salesforce CRM setup? Need user training or administration? CRM For Wineries is happy to support existing installations.