Our Team


CRM for wineries is a talented team focusing on guaranteed results.  

Jim, Founder And Principal

Leads day-to-day operations ensuring all services delight clients.

He earned a Masters of Business Administration in Wine Business from Sonoma State University. He is a Certified EMyth Coach and loves to innovate business transformation. Jim makes Napa his home and never tires of riding his motorcycle in wine country.

Outsourced Sales Team




Technical Team

George, Salesforce Developer

Yovanka, Technology Administrator

Patrick, Salesforce Architect, Marketing Cloud

Senay, Certified Pardot Consultant