Napa, 94558, CA,
United States
Wineshipping, LLC Technographics
Wineshipping, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wineshipping, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Wineshipping, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wineshipping, LLC has purchased the following applications: Microsoft Dynamics 365 for Finance and Operations for ERP Financial in 2018, Zoho SalesIQ for Chatbots and Conversational AI in 2021, Zoom for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wineshipping, LLC is running and its propensity to invest more and deepen its relationship with Microsoft , Zoho Corp. , Zoom Video Communications or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Wineshipping, LLC revenues, which have grown to $88.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Wineshipping, LLC intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Wineshipping, LLC Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP Financial Management | Blue Horseshoe Solutions | 2018 | 2019 |
In 2018, Wineshipping implemented Microsoft Dynamics 365 for Finance and Operations as its cloud ERP platform to centralize transaction processing and financial reporting. The ERP Financial deployment consolidated four previously disparate financial systems into a single Dynamics 365 instance, establishing a unified record of inventory, orders, and accounting for a distributed warehousing operation that spans nine facilities and nearly one million square feet of storage.
The implementation encompassed core financial management and warehouse operations capabilities, including centralized financial reporting, order management, inventory control, SKU creation, and handheld warehouse workflows for pick, pack, and ship activities. Employees use handheld devices to locate wine, follow packing instructions, and capture shipment status, while the system supports specialized packaging and routing rules consistent with Wineshipping operational practices.
Architecturally the solution was provisioned in Microsoft Azure with instance setup and license activation supported through Microsoft FastTrack, and system integration led by Blue Horseshoe Solutions. The customer-facing Wineshipping portal is built on the Dynamics 365 CRM portal and is connected to Microsoft Dynamics 365 for Finance and Operations via Azure, enabling wineries to check inventory, place orders, create SKUs, track packages, and redirect deliveries through a single interface.
Rollout followed a phased warehouse by warehouse approach, beginning with a California site in November 2017, expanding to Oregon in December 2017, and completing facility onboarding by July 2018. Centralizing data on Microsoft Dynamics 365 for Finance and Operations helped Wineshipping streamline finance reporting obligations to state liquor control boards and federal agencies, and the company reports anticipated operating cost reductions of 15 to 20 percent and productivity increases of 30 to 50 percent.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho SalesIQ | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Wineshipping, LLC deployed Zoho SalesIQ on its website to add Chatbots and Conversational AI capabilities. The deployment targets the customer-facing web channel at wineshipping.com, instrumenting real-time engagement on product pages and checkout flows. Wineshipping, LLC is a United States distribution company with roughly 600 employees and $88,000,000 in revenue.
Zoho SalesIQ was embedded as a client-side widget delivered via a JavaScript snippet, providing live chat, automated chatbot workflows, proactive messaging, visitor tracking, and lead capture forms. Configuration work emphasized conversation flows, canned responses, intent-triggered automation, and conversational handoff to human agents to align with sales inquiry escalation and customer support triage. The implementation uses standard Chatbots and Conversational AI features to surface visitor context and prioritize in-session leads for agent follow up.
Operational ownership is assigned to web channel managers and customer service leads who control response templates, routing rules, and agent availability settings. The deployment is scoped to Wineshipping, LLC web operations in the United States and supports both sales and customer service functions without an external implementation partner. Zoho SalesIQ instrumentation captures visitor signals and lead data for agent workflows and for subsequent transfer into internal operational processes.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Wineshipping, LLC implemented Zoom to add embedded conferencing capabilities to its public website. The deployment uses Zoom as an Audio Video and Web Conferencing application to enable real-time audio and video sessions initiated from customer-facing pages on Wineshipping's United States site.
The implementation configures core conferencing capabilities typical of the category, including scheduled meetings, live audio and video, screen sharing, session recording, and webinar-style presentations, all exposed through web-embedded meeting links and join flows. Zoom is provisioned to orchestrate meeting sessions, participant controls, and recording management consistent with Audio Video and Web Conferencing functional workflows.
Operationally the Zoom deployment is positioned to support customer engagement and remote consultation workflows tied to customer support and sales touchpoints on the website. Administrative governance is centralized under Wineshipping's Zoom account, with meeting configuration, access controls, and scheduling managed through account-level settings to enforce consistent meeting policies across the organization.
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Event Management | Collaboration |
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2024 | 2024 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Support | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Wineshipping, LLC
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Wineshipping, LLC Executives
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