The Winery CRM
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Customer Management

About Us

The WineryCRM, a wine industry solution for customer relationship management developed by Webfortis, is located in Northern California’s wine country. Our multi-talented team members possess hands-on experience, including CRM implementation, integration, web design and sales and marketing for wineries, from boutique to multi-national. We strive to offer exceptional onsite consulting services and offsite production and development services. We exceed clients’ expectations by providing outstanding customer service, production costs and meeting timelines.

As a Microsoft Dynamics Gold Partner, Webfortis is an innovator in offering creative and value-based solutions to take to market. The partnership allows us to collect information from all data sources within an organization, and from outside the organization where appropriate, to provide a 360 degree view of the customer.

Marc Wolenik, CEO of Webfortis is the author of two books on CRM, Microsoft Dynamics CRM 4 Integration Unleashed and Microsoft Dynamics CRM 4.0 Unleashed.


Webinars

Data Imports and Data Maps (Part 1)
Data Imports and Data Maps (Part 2)
Marketing Campaigns (Part 1)
Marketing Campaigns (Part 2)
Marketing Campaigns (Part 3)
Advanced Find And Saved Views (Part 1)
Advanced Find And Saved Views (Part 2)
November 19th, 2009- xRM and Social Media

Events

Booth at the Direct to Consumer Symposium, 19 January, Santa Rosa, CA. http://www.coalitionforfreetrade.org/symposium/
Booth at the Unified Wine Symposium, 27 & 28 January, Sacramento, CA. Booth number 1719, on the first floor. http://www.unifiedsymposium.org/
Wine Club Summit Conference & Trade Show, 6 April, Santa Rosa. http://www.vwm-online.com/events/wine_club/
Wine Industry Technological Symposium (WITS), July, Napa. http://www.wineindustrytechnologysymposium.com
xRM & Social Media Lunch and Learn February 3, San Francisco, CA. February 4, Mountain View, CA. Sign up now.


Media and Press

TheWineryCRM Brochure.
Webfortis CEO Marc Wolenik and Rajya Vardhan Bhaiya interviewed by InformIT.
Webfortis names new V.P. of Sales and Marketing, Scott Mangelson.
Our most recent ad in Wine Business Monthly.
See our mention in Wine Business Monthly.
Microsoft Dynamics CRM 4 Integration, Unleashed, by Marc Wolenik and Rajya Vardhan Bhaiya. Chapter 9: Social Networking
Marc Wolenik, CEO of The WineryCRM has written two books on CRM, Microsoft Dynamics CRM 4.0 Unleashed and Microsoft Dynamics CRM 4.0 Integration Unleashed.


 
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