Food and beverage, luxury direct-to-consumer wineryLuxury Direct-to-Consumer Winery
A luxury winery moved its entire member experience and wine allocation model onto Salesforce, serving about 16,000 members.
A high-end winery sells primarily to a members-only allocation list. Its member experience and complex allocation process ran on a custom-built system, and it planned a small Sales Cloud rollout for basic CRM.
The challenge
The original plan was to keep the custom platform and bolt Sales Cloud on as a side tool through an integration. That would have left member data, allocations, and marketing split across systems and tied the winery to custom technology that was costly to maintain and hard to grow.
The solution
After discovery, SiiMPLY7 recommended moving the whole stack onto Salesforce, and leadership agreed. The team launched a member community for about 16,000 members, rebuilt the wine allocation model on the platform, and designed Marketing Cloud journeys around member interactions, with Sales Cloud and Inbox supporting the member services team.
Implementation highlights
What we built.
- Member community for about 16,000 wine club members
- Custom wine allocation model built on Salesforce
- Marketing Cloud journeys based on member activity
- Sales Cloud and Inbox for the member services team
- Multi-year enhancement roadmap delivered in phases
Results
Member experience moved off custom technology
Served through the member community
Scope grew within three months of kickoff
Engagement summary
What began as a five-user CRM project became a full platform transformation within three months, driven by a clear recommendation and executive buy-in, with enhancement phases continuing for nearly two years.
What's next
Ongoing phases continued to refine the member community, allocations, and journeys as the winery grew.
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