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.

Outsourced Sales Team




Technical Team

George, Salesforce Developer

Yovanka, Technology Administrator

Patrick, Certified Salesforce Administrator, Certified Pardot Consultant

Senay, Certified Pardot Consultant

Engage with customers.

Sell more wine.