Workshop Session 2
A. "Fields of Dreams?" How Your CRM Requirements and Strategy Affect Your Company
Many tout CRM or data capture as the end game - build (or buy) a database, fill it with customer data and sales will result. Learn from those who built CRM systems what requirements you need to look for and how your strategy (Sales? Retention? Growth?), channels (On Site? Web? Social Media?) and implementation can affect your overall company.
Moderator: Steve Tamburelli, General Manager, Chappellet Winery
Panelists:
Chris Cutler, Director of Consumer Sales and Marketing, Swanson Vineyards & Winery
Scott Moss, Ecommerce Manager, Constellation Wines
Susan DeMatei, CS, CSW, Marketing Consultant, Owner, Vinalytic
B. Free and Low Cost Technologies for Wineries
Is it really possible to run your business or winery without endless software licenses fees and support agreements? It can be. We’ll take a look at some of the options for office productivity, graphics, building websites, project management, social media and even e-commerce. We’ll also talk about what you can’t afford to use for free.
Panelists:
James Marshall Berry, Owner, JMB Web Consulting
Geni Whitehouse, CPA, Brotemarkle Davis & Co. LLP
Learn how to utilize technologies to manage conversation, brand integrity and how to establish and monitor per business guidelines. The panel will discuss Social Media: Communications Governance in a “round table” style drawing on their personal and professional experiences and will highlight examples of best, and worst, practice!
Panelists:
Ed Thralls, Social Media Marketing Manager, Vintage Wine Estates
Mark Vogler, Social Media Maniac, Online Marketer & Founder of Out in the Vineyard
Ashley Pengilly, Social Media/Consumer Engagement Coordinator, Foley Family Wines