$600.00
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 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.
This course is an 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.
This eight-hour class is (split over two half days) where attendees new to the wine industry (but perhaps not new to hospitality and customer service) will gain a better understanding of the nuances specific to wine hospitality to get them up to speed quickly selling wine and wine clubs, as well as learning how to translate superb customer service into natural, effective sales.
Take all three sessions, or just focus on the metrics you need to better understand.
WISE #205A Focus: CRM & Tasting Room metrics
This expanded 9-hour course (delivered in 3 separate sections) provides an overview designed to help winery executives and frontline DTC managers better understand the metrics required to manage the six primary DTC channels (tasting room, wine club, digital, virtual tastings, phone sales and events). This course uses real-life experiences to explain the DTC channels and their connection to ROI. When they leave this class, DTC leaders will know how to evaluate team and individual performance in each of the sales channels. They will know how to spot problem areas of the business and how to take corrective action. This specific 3-hour session (205A) focuses on Customer Relationship Management (CRM) & Tasting Room metrics.
Take all three sessions, or just focus on the metrics you need to better understand.
WISE #205B Focus: Wine Club and Online metrics
This expanded 9-hour course (delivered in 3 separate sections) provides an overview designed to help winery executives and frontline DTC managers better understand the metrics required to manage the six primary DTC channels (tasting room, wine club, digital, virtual tastings, phone sales and events). This course uses real-life experiences to explain the DTC channels and their connection to ROI. When they leave this class, DTC leaders will know how to evaluate team and individual performance in each of the sales channels. They will know how to spot problem areas of the business and how to take corrective action. This specific 3-hour session (205B) focuses on Wine Club and Digital (website, e-mail campaigns & social media) metrics.
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