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.
This one-day overview is designed to help executives better understand the metrics required to manage the various DTC channels (tasting room, wine club, online, phone sales, direct sales, events, etc.). This course uses real-life experiences to explain the DTC channels and their connection to ROI. It is impossible to plan and budget for DTC programs going forward, let alone hold your DTC teams accountable, until you understand what the drivers are of your success and challenges. This course focuses on the DTC dashboards that make this possible.