Client Spotlight
Cakebread Cellars
“Assemblage Strategy Group team was able to automate reporting for the Cakebread Cellars team to dramatically lessen weekly data reporting queries and instead, focus on acting on the key metrics revealed to the segmented audiences.”
– Paul Leary, founder Assemblage Strategy Group
about
- 50 years of winemaking experience in Napa Valley
- Produces over 100,000 9L cases annually
- Industry-leading DTC club membership model
results
- Updated commerce system and modernized POS
- Integrated BI to "single source of truth"
- Improved UX across multiple channels
intergrations
- Wine industry specific DTC commerce cloud
- Salesforce Sales Cloud
- Salesforce Pardot Cloud
- Tock reservations
overview
Cakebread Cellars’ production capacity is impressive, with around 125,000 cases of wine produced each year. The winery sources grapes from over 50 different vineyards throughout Napa Valley, allowing them to produce a diverse range of wines with unique flavor profiles. Some of their most popular varietals include Cabernet Sauvignon, Chardonnay, and Sauvignon Blanc.
In addition to their exceptional wines, Cakebread Cellars is also known for their commitment to sustainable and environmentally-friendly winemaking practices. The winery has implemented a variety of sustainable initiatives, including solar panels, water conservation measures, and natural pest control methods.
Visitors to Cakebread Cellars can experience the winery’s exceptional wines and beautiful estate through tastings and events. With its rich history, commitment to sustainability, and exceptional wines, Cakebread Cellars is a must-visit destination for wine lovers visiting Napa Valley.
challenge
Architect an integrated commerce system in the company’s DTC channels (POS, eCommerce, and Membership). Sunset a legacy system and migrating 250k+ customers, with their member statuses & order history. Create a more seamless transaction experience, both online and in the winery’s retail setting. Integrate to a CRM solution for refining key metrics through dynamic dashboards and reports.
outcome
Successful implementation of integrated commerce systems for best of breed client experience. Created “a system of truth” with CRM to ensure sync of all customers, member statuses, orders, and inventory. Enabled robust reporting capabilities in the CRM for quicker analysis of trends for senior leadership team. Deployed automated marketing tools with dynamic list capabilities for long term ROI potential. Designed a budget to actual capability in the CRM for all sales by channel by product for fiscal periods. Project completed in less than one year – from signing of agreement to go live date.
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