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This Level I Certification Course focuses on the fundamental metrics required to run a successful, multi-channel DTC wine organization, including the basics of customer relationship management (CRM). Students will learn how to create dashboards for DTC channels and how to identify the opportunities and challenges they uncover. Successful completion of this course will result in earning a WISE Level I Professional Certificate as a DTC Metrics Professional.
The DTC Metrics Professional will gain insight and take-away knowledge on:
- Understanding Your Customer Relationship Management System
- Tasting Room & Wine Club Metrics Dashboards
- Website & Email Analytics & Dashboards
- Phone & Social Media Metrics
- Customer Segmentation
Instructor(s): Kathie Barclay, Liz Mercer, Lesley Berglund, WISE Coaching Team Member
Curriculum is empty
Who Should Take This Course?
Best suited for anyone who does or wants to do DTC data analysis as part of their job to improve their effectiveness and expand their DTC expertise; current wine industry DTC staff and managers who want to create, analyze and manage their metrics and dashboards; other winery employees who would benefit by a better understanding of DTC data and metrics; wine retail professionals; also appropriate for those with no industry experience who want to work in wine related data management fields.