Why Wine & Craft Beer Companies Need Field Sales Software
On-Premise Relationship Management
Getting wine or craft beer listed at restaurants and bars requires building relationships with sommeliers, managers, and owners over time.
Tasting and Sampling Coordination
Wine and beer reps conduct tastings at restaurants and retail outlets. Scheduling, tracking, and measuring the ROI of tastings is difficult without a system.
Seasonal Production and Allocation
Wine production is seasonal with limited allocations of premium vintages. Managing allocation across accounts requires careful planning.
Fragmented Retail Channel
Wine and craft beer are sold through restaurants, wine shops, bottle stores, and supermarkets — each with different buyer profiles and ordering processes.
Features That Matter for Wine & Craft Beer
On-Premise Account Management
Track restaurant and bar accounts with visit history, wine list placement, and reorder patterns.
Tasting Event Logging
Schedule and log tasting events with venue details, products sampled, and follow-up orders generated.
Order Capture by Vintage
Capture orders with specific vintage, variety, and case quantity. Track allocation per account for limited releases.
Channel Management
Manage on-premise (restaurants, bars) and off-premise (wine shops, bottle stores) channels with separate KPIs and reporting.
Territory Planning
Assign reps to wine regions, cities, or account segments. Balance coverage across on-premise and off-premise channels.
Commission Tracking
Calculate commissions per case sold, by varietal, or by account tier. Track rep earnings in real time.
How Wine & Craft Beer Managers Use the Platform
- Track restaurant visits and wine list placement status
- Schedule and log tasting events at retail and on-premise accounts
- Capture orders by vintage and variety with allocation tracking
- Monitor on-premise vs off-premise channel performance
Platform Capabilities
Wine & Beer Sales Compliance
- Liquor licence verification for all retail accounts
- POPIA-compliant customer data management
- Audit trail for all orders and tasting events
- Responsible alcohol marketing compliance
Frequently Asked Questions
Can we track wine list placements at restaurants?
Yes. Record which of your wines or beers are on each restaurant's list. Track changes over time and identify opportunities for new placements.
How do we manage tasting events?
Schedule tastings, log products sampled, and track follow-up orders generated from each event. Measure tasting ROI over time.
Can we track allocation for limited releases?
Yes. Set allocation limits per account and track orders against allocation. Ensure fair distribution of limited vintage releases.
Does it separate on-premise and off-premise reporting?
Yes. Tag accounts by channel type and generate separate reports, KPIs, and performance dashboards for each.
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