How wineries and wine retailers can use AI to unlock more value from existing customer data

In today’s data-driven world, businesses recognize the importance of collecting and analyzing customer data. Yet, much of this data remains underutilized, resulting in missed opportunities to generate sales and build customer loyalty.

Through conversations with executives at wineries  and wine retailers, it’s clear that significant resources have been invested in building CRM databases to enhance customer service and improve marketing strategies. Still, many companies struggle to effectively acquire, activate, and retain customers. Why?

While it's easy to blame declining wine sales on shifting consumer habits and socioeconomic trends, I believe the core issue is internal: many leaders have yet to fully understand and respond to what their customers want. That disconnect prevents them from adapting to changing behaviors in real time.

The paradox is striking. Most wineries and wine retailers have CRMs rich with data—purchase histories, preferences, and behavioral patterns—yet this data remains largely dormant. The challenge? A lack of tools, skills, or both to transform information into action.

That’s where AI comes in.

In late 2024, we launched a market-leading group payments solution that allows customers to buy wine together with friends, colleagues, or wine club members directly on your website to drive incremental revenue. But we didn’t stop there.

We believe businesses are sitting on a gold mine of customer data. The key is turning that data into timely, personalized insights to engage customers when they're most likely to buy.

Our latest innovation, an AI-powered recommendation engine, does exactly that.

How it works:
Our engine analyzes your CRM data in real time to identify, score and recommend individual customers who are ready to purchase specific wines. The engine also recommends to you what customers should purchase together in groups of two, three, four, etc and what wines they should purchase.

It's all very cutting edge.

Why am I sharing this now? Because I’m genuinely excited about its potential to help wineries and wine retailers maximize the value of their CRM investments. I believe this is not just innovative: it’s a gamechanger for the industry.

We’re currently seeking beta users for our AI Recommendation Engine ahead of its launch this summer. If you're interested in participating, please reach out. 

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