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. Having worked with over 75 wineries, Jim has a great perspective on best practices to integrate Salesforce CRM to winery platforms..

Technical Team

George, Salesforce Developer, Talend Developer

Paul, Salesforce Platform Developer II

Yovanka, Salesforce Administrator

Matthew, Salesforce Developer

Patrick, Salesforce Administrator, Pardot Consultant

Senay, Pardot Consultant

Eugene, Talend Developer

Engage with customers.

Sell more wine.