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 MBA in Wine Business from Sonoma State University. 4X Salesforce Certified Partner, Jim loves to innovate business transformation. He makes Napa his home and never tires of riding motorcycles in wine country.

Technical Team

George, Salesforce Developer, Talend Developer

Mallikharjun, Salesforce Platform Developer II

Yovanka, Salesforce Administrator

Nagalakshmi, Talend Integration Developer

Patrick, Salesforce Administrator, Pardot Consultant

Senay, Pardot Consultant

Kelli, Salesforce Administrator

Engage with customers.

Sell more wine.