Resources
About the Client
The client is a boutique wine grower based in Napa Valley, California, with 20+ years of experience crafting unique and world-class wines.

Business Model
- The client’s business model and strategy differed from other e-commerce sites.
- They sell their wines to individual customers as well as wholesalers.
- Seasoned connoisseurs and newcomers alike, are personally matched with a unique selection, carefully curated based on their purchase history, engagement with the brand & more.
Problem Statement
- The client tracked accounts and orders on google sheets and Excel, which needed to be more robust.
- Their sales process needed to be revised and required testing. As a result, the process was not meeting the intended output, and the client could not launch their new products on time.
- They wanted to fill in the gaps and test their platforms, build new custom implementations, and optimize UI/UX design to expedite their new product release process on the portal.
- The client needed a highly customized e-commerce platform for their elite customers.
Solution
- We manually ran a health check of their application to find bugs and the scope of improvements.
- Our QA automation team helped with performance and load testing on their website and resolved bugs, making the process error-free.
- We helped fix the entire process from the ground up and fast-tracked the launch of their new products successfully.
- Implemented Salesforce Marketing Cloud to send promotional emails and text messages as and when required.
- Also implemented Sales Cloud and Experience Cloud to help seamlessly manage and track account details, orders, customer scores, and the entire trade journey through wholesalers.
- Implemented and enhanced the functioning of multiple integrations like:
- ShipCompliance via rest APIs for US and international shipping and tax calculations
- MS NAV via TIBCO Cloud for inventory management
- SMS Magic for text communications across the USA
- Stripe 4ewsz for processing payments through credit/debit/prepaid cards
- Worked on other product releases and implemented custom features in the Salesforce ecosystem for their website's new reservations and special drop features.
- Regular testing of processes to optimize them further and enhance the UI/UX design.
- Tech Stack: Sales Cloud, Experience Cloud, Marketing Cloud, MS NAV, SMS Magic, ShipCompliance.
Benefits
Process Set : A Seamless and Error-free process was established.
Better Product Allocation : Better tracking and management of accounts, orders, and scores led to the easier allocation of products as well as effective communication across different channels.
Revenue Boost: An error-free process led to a decrease in turnaround time, resulting in a boost in revenue.
See how we can help transform your business.
Let's ConnectLatest Insights
