Wineries run a better business using Troly.

case study

Using a smart software technology, designed by the industry, helps turn difficult business conditions into a regional champion.

executive summary

Operating a small winery presents a unique set of challenges, including limited production capacity, limited marketing resources, and navigating the complexities of distribution channels. These obstacles can hinder market reach and make it difficult to establish a strong brand identity.

Astute branding and effective technological solutions can significantly enhance the viability and ease of running a small winery business.

Branding plays a crucial role in differentiating a small winery from its larger competitors and attracting a loyal customer base. Crafting a compelling brand story, establishing a distinctive visual identity, and consistently communicating brand values are essential steps in building brand recognition and trust.

By adopting a strategic branding approach and leveraging modern technologies, small wineries can overcome the challenges of limited resources and navigate the competitive wine industry with greater efficiency and success.

Alondra and son Diego Velasquez

3rd and 4th generation mescaleros
Hidalgo County, New Mexico

The Problems Faced

Differentiating a wine business is difficult.

Wineries often have limited financial resources, fragmented market access, and difficulty building a strong brand identity, which can be existential obstacles to their survival in the highly competitive wine industry.

Limited resources restrict growth

Local wineries often have limited financial resources compared to larger producers, which can hinder their ability to invest in marketing, distribution, and technology.

Automate repetitive sales tasks

From marketing to fulfilment, automate a majority of your sales tasks with Troly, allowing your team to better focus on the few activities truly valuable to your wine business.

Fragmented market are complicated

Local wineries may have limited access to major distribution channels and retail outlets, making it challenging to reach a wider audience.

Track customer segments

Real-time tracking of customers and inventory makes Troly able to identify new sales opportunities for you.

Define your desired sales strategy, goals and milestones, then watch Troly focus your winery sales and marketing.

Brand recognition takes too long

Building a strong brand identity and recognition can be a challenge for local wineries, especially in highly competitive markets.

Elevate your brand experience

Troly was designed to help wineries grow word-of-mouth sales and appreciation for your products.

Instead of showing you information Troly takes action for you. From brand communications, to customer satisfaction tracking, one software to proactively help you grow.

The Solutions Available

Tools to boost sales beyond the "wine club"

Thousands of winery owners and operators around the world have understood that working smart doesn't mean working hard. Trusting a modern technology enables boutique winery to quickly adapt local markets, and grow their brand equity on their terms.

Predict upcoming consumer preferences

Consumers are increasingly seeking sustainable, artisanal, and personalized experiences. Local wineries can align themselves with these trends to appeal to discerning wine enthusiasts.

Discover customer values, lifestyle choices, and track purchase trends

Wineries use Troly to track, behind the scene, why certain customers buy more, why some dropped off, and most importantly how your brand to target, on-demand, triggers turning intentions into a purchase.

Unleash direct-to-consumer sales

Selling directly to consumers through tasting rooms, online sales, and partnerships with local businesses can bypass the challenges of traditional distribution channels.

Inventory, pricing and tracking for all

With a technology like Troly your winery can define unlimited clubs, price lists and pre-allocate inventory to any group to ensure best results for your winery.

Some may prefer to focus on growing margins, others chose more volume or less time to sale. Troly enables your defined strategy and goals.

Turn your brand into an experience

Creating a compelling narrative around the winery's history, philosophy, and the winemaking process can attract wine enthusiasts and build brand loyalty.

Wine defines word-of-mouth sales

We help your customers be more vocal about their experience with your wines. Like an extension of your team, Troly ensures every customer gets the best version of your brand.

Every glass needs to be spoken of time and time again!

Winemakers worldwide are growing sales & brand equity.

From Australia, to France, Italy and California, the smartest winemakers use Troly to elevate their brand, automate their operations, and reclaim time to spend where it matters most to them.

No card required, no inconvenient sales call or demo, no wait!


Wine businesses start by creating brand experiences.

Wineries often have limited financial resources, fragmented market access, and difficulty building a strong brand identity, which can be existential obstacles to their survival in the highly competitive wine industry.

Better product pricing strategy

Using Troly the get a better understanding of why products similar to theirs sell for a better margin Diego improved profitability simply by answering a few yes-no questions.

Based on measured customer values and product information, he can better understand price-elasticity and target customers able to pay more.

Improved product information

Following years of struggles, Alondra now controls product information for on-premise tasting experience, to online sales, offsite special events and private gatherings.

Seamlessly and across all channels, Troly has given her control over product details, presentation before and after each sale, then during and after consumption.

Track their sales compliance

With automatic tracking and reporting on every purchase, destination and customer, from direct sales to importer-enabled sales, Alondra saves time with accurate reports.

Including sales taxes for their food versus alcohol; shipping taxes; county taxes; interstate and international shipping compliance; Selling wine was once tricky. Then came Troly.

Running more than "Wine Clubs"

Boring wine clubs have existed and remained unchanged for over 30 years. Using Troly Diego has increased uptake and commitment, while reducing club churn. Offering a flexible subscription provides his family's winery more predictable on-demand revenue stream.

From pre-allocations, to upgrades and downgrades, to exclusive invite-only offers, and tracking of loyalty points, pre-payments and individual commitment. Drive better club sales starting today.