Nowadays, wineries are looking to recognize their loyal customers at each point of contact: tasting room, off-site, online and phone. And at each touch point, wineries want a full snapshot of customer available including purchase history, varietal preferences and discount structure (member, trade etc.). Going one step further, their purchases can be immediately qualified for compliance and processed on the spot. Then, the final step — depleting inventory at the moment of purchase. Sounds like heaven, right?
So it makes sense to spend time determing which of your requirements take priority.The following questions will help you decide the best route in your decision-making.
Are you running a large operation with any or all of the following criteria:
- multiple tasting rooms?
- working with third party fulfillment houses?
- managing retail inventory from more than one location?
- your back office need sales and inventory reports that talk the same language as your accounting system?