Learn How To Optimize Your CRM From Your POS

Make the most of your CRM using data from your tasting room POS with these useful tips:

• Capture Customer Data
  Collect contact info, purchase history, and preferences at checkout to build customer profiles.
• Segment for Targeted Offers
  Group customers by wine type, spending habits, or visit frequency for personalized marketing.
• Personalize Promotions
  Send loyalty rewards, special offers, and club memberships based on customer buying patterns.
• Personalized SMS and Emails
  Automate follow-ups with thank-you notes, product recommendations, or event invites.
• Track and Reward Loyalty
  Track visits and purchases to offer loyalty points, discounts, VIP invites, or exclusive allocations.
• Enhance Event Management
  Send invites, track RSVPs, and follow up with offers after tastings or events.
• Simplify Wine Club Management
  Track preferences and manage memberships seamlessly so members get their favorite wines.
• Stay on Top of Inventory
  Notify customers when their favorites are back in stock and use sales data to forecast demand.
• Leverage CRM for Omnichannel Promotions
  Use CRM data to offer online deals or club offers to tasting room visitors, or in-store offers to online shoppers.

By integrating your POS and CRM, you’ll deliver a seamless, personalized experience across all channels.

Master the art of CRM magic with these tips—and apply them effortlessly using Activ8 Commerce, the top all-in-one solution for wineries. Ready to make it happen? Book a demo today!