Our Team


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

James, Founder And Principal

James leads day-to-day operations ensuring all services delight clients.

James is an avid learner having earned Bachelors, Masters, and Doctorate degrees. 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. James 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

Luke, Technology Associate

Valerie, Accounting


"David has delighted our customers for years and has been a consistent asset to our sales efforts."

Tamber Bey

"CRM For Wineries helped us gain traction using Salesforce and Pardot Marketing Automation."

Vineyard 29

"CRM For Wineries business analysis tool tracks key activities and got us off email. I finally have full visibility."

Vintage Wine Estates

"CRM For Wineries telesales team outperformed our expectations in wine club sales."

Trentadue Winery